jlevy/og-equity-compensation
Og Equity Compensation
This project is a comprehensive equity compensation guide and financial planning resource designed to help employees evaluate stock options, restricted stock units, and vesting schedules. It serves as an employee equity handbook and a financial modeling framework for calculating ownership percentages, dilution impacts, and the value of private stock.
The resource provides a compensation negotiation framework to help individuals balance cash salary against equity grants and optimize total job offer value. It includes specialized guidance on navigating liquidity events, such as initial public offerings and company acquisitions, as well as managing secondary market transactions.
The project covers a broad range of capability areas, including equity analysis for different instrument types, tax planning for liabilities and elections, and a strategy for evaluating and negotiating job offers. It provides the mathematical and logical basis for estimating the value of illiquid shares and tracking equity accumulation over time.
Features
- Financial Planning Tools - Provides a comprehensive resource for modeling long-term financial goals, including private stock valuation and liquidation event planning.
- Compensation Negotiation - Offers a framework for balancing cash salary against equity grants to optimize total job offer value.
- Financial Formula Modeling - Implements deterministic mathematical equations to calculate equity value and ownership percentages.
- Instrument-Specific Rules - Applies distinct calculation methods tailored to different asset types including preferred stock and RSUs.
- Employee Equity Management - Tracks vesting schedules and provides guidance on exercising stock options to manage private company stakes.
- Equity Award Lifecycles - Models the full lifecycle of equity awards from grant through vesting and conversion for employees.
- Equity Ownership Tracking - Calculates ownership percentages and tracks vesting schedules to manage stakes in private companies.
- Equity Tax Planning - Helps determine the timing of tax liabilities for equity and coordinates the 83(b) election process.
- Liquidity Event Modeling - Maps the financial transition of illiquid private equity into cash during IPO or acquisition scenarios.
- Ownership Percentage Calculation - Determines an individual stake in a company by dividing owned shares by the total number of outstanding shares.
- Employee Equity Tax Planning - Calculates tax liabilities for stock options and RSUs, including 83(b) election processes.
- Private Stock Tax Planning - Calculates tax liabilities for equity instruments and manages the timing of 83(b) elections.
- Equity Tax Calculators - Provides guidance and methods for calculating tax liabilities for different equity instruments and filing 83(b) elections.
- Equity Tax Logic - Provides programmatic logic to determine capital gains and ordinary income liabilities based on legal tax codes.
- Equity Value Derivation - Determines asset worth by applying specific valuation rules for preferred stock and various option types.
- Equity Compensation Handbooks - Serves as a handbook for exercising stock options, understanding share types, and navigating liquidity.
- Financial Instrument Categorizations - Provides a system for categorizing different equity instruments like ISOs, NSOs, and RSUs based on their legal and ownership structures.
- Offer Evaluation Frameworks - Provides a framework for analyzing the total value of job offers, including salary, equity, and dilution risks.
- Educational Guides - Details the financial and tax implications of stock options and RSUs for employees and hiring managers.
- Equity Instrument Analysis - Distinguishes between common and preferred stock, restricted stock awards, RSUs, ISOs, NSOs, and phantom equity.
- Vesting Explanations - Provides educational breakdowns of equity grant functions and how to calculate earnings over time.
- Equity Dilution Analysis - Provides calculations to determine how new share issuance reduces existing ownership percentages.
- Equity Valuation Models - Implements mathematical equations to calculate ownership percentages, dilution impacts, and the value of private stock.
- Private Stock Valuations - Provides mathematical frameworks to estimate the value of illiquid private stock using 409A and liquidation preference data.
- Vesting Timeline Analysis - Tracks equity accumulation by mapping cliff dates and acceleration triggers against a chronological time scale.
- Asset Liquidity Assessments - Assesses the ability to convert private equity into cash through IPOs, acquisitions, or secondary sales.
- Stock Option Exercise Management - Provides guidance on converting stock options into actual shares by purchasing them at a fixed strike price.
- 83(b) Election Management - Provides specific guidance on executing 83(b) elections to reduce future tax burdens on restricted stock.
- Personal Income Tax Calculators - Provides calculations for personal income tax, capital gains, and AMT liabilities related to equity.
- Equity Market Operations - Provides educational resources on navigating secondary markets and converting equity during IPOs.
- Liquidity Planning Resources - Models the conversion of illiquid shares into cash through secondary markets, acquisitions, and IPOs.
- Secondary Market Fundamentals - Facilitates the sale of private stock to third parties through secondary transactions and right of first refusal processes.
- Career and Interviews - Guide to understanding startup equity and compensation packages.
Star history
How this analysis was created: This summary and feature list were written by an AI model that read the project's README and public documentation pages. Each feature links to the documentation it came from; stars, license and language come straight from the GitHub API. The model does not read the source code, and the analysis is refreshed when the project is re-analysed. Learn more on our About page.
