Tackle equity admin with standard stock option templates

Startup equity management requires precision and clear documentation. Without standardized templates, it’s difficult to stay consistent, leading to cap table errors and confusion over vesting and tax obligations.

Carta’s experts have created some field-tested templates to help companies develop an employee equity strategy and simplify the exercise process.

Access your free stock option plan templates

• Standard stock plan for granting ISOs, NSOs, and RSUs

• Stock Option Grant Notice and Option Agreement

• Exercise Notice and Stock Purchase Agreement

• 83(b) election form and filing instructions