Equity refresh calculator

Calculate the number of shares to grant employees eligible for “refresh” or “tenure” grants with Carta’s Equity Refresh Calculator.

An equity refresh is a stock grant given to employees who have already received a new-hire grant. This grant helps retain employees beyond the cliff of their initial grant, promoting long-term engagement and loyalty.

How to use the calculator

1. Enter key information:
   • Preferred price: Your company’s latest preferred share price
   • Employee details: Hire date and initial grant size
2. Get instant results:
   • Refresh eligibility date: When the employee is eligible for a refresh grant
   • Recommended shares: Number of shares to grant
   • Grant value: Approximate value of the refresh grant

Make smarter compensation decisions

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