Free checklist · For HR and total rewards

Your recordkeeper executes the transaction. Who helps your people decide?

A free two-page checklist with ten questions to see whether your equity program is helping you hire, retain and reward.

  • Options expiring before holders are told
  • RSU withholding that won’t cover the tax bill
  • What you can show the comp committee

Get the free checklist

Equity program health checklist. Two-page PDF, sent to your inbox.

The checklist

Ten questions, with a simple score at the end.

01

Engagement with grants this year

02

Options expiring in the next 90 days

03

Underwater grants and the plan for them

04

Equity questions reaching HR each month

05

RSU withholding vs. the actual tax bill

06

ESPP enrollment vs. eligibility

07

New hires’ understanding of their offer

08

Blackout and vesting communication

09

Retention evidence for the comp committee

10

Pre-IPO readiness for lockup and tax

What Grantd for Work is

AI-powered equity intelligence for your company and your people.

Your recordkeeper runs the transaction. Grantd adds the decision layer on top: tax-smart guidance for every employee and program-level visibility for your team, with no migration.

For HR and total rewards

Fewer questions. Fewer surprises.

HR dashboard

Every holder, grant and vesting event in one view, with enrollment and expiring awards flagged.

Engagement tracking

See who has engaged with their equity and who doesn’t understand what they own.

Equity offer builder

Model and compare grant scenarios your comp team can defend.

Question pulse

See which equity questions come up most, before they reach HR.

For your employees

Confidence to decide on their equity.

Personalized modeling

Every grant and vesting date modeled on their own numbers.

Tax impact before they act

What they’ll owe on a vest, exercise or sale, before the bill arrives.

Proactive alerts

Reminders ahead of vests, blackout windows and exercise deadlines.

Ask Grant

AI answers to equity questions, any time, based on their actual grants.

Works alongside any recordkeeper
SOC 2 Type II

Answer all ten from one dashboard.

Grantd for Work works alongside your recordkeeper. Book a demo and start your free trial.

Book a demo