Role and Duties
Define position, reporting line, primary responsibilities, exempt or nonexempt classification, and location for payroll and tax residency.
A well-drafted Equity Opportunity Employment Offer reduces ambiguity about ownership, tax obligations, and vesting expectations, and helps prevent disputes over exercise rights or termination effects.
Employers, hiring managers, HR teams, and in-house counsel commonly prepare equity offers; candidates, external counsel, and finance teams typically review them before acceptance.
| Field | Configuration |
|---|---|
| Signature Order | Enable sequential routing: HR → Hiring Manager → Candidate |
| Authentication | Use email link and optional SMS code for signer verification |
| Reminders | Set automatic reminders at configurable intervals |
| Expiration | Set an offer expiration date to enforce decision timelines |
Choose platform settings and integrations that match your HR, payroll, and legal processes before sending equity offers.
Define position, reporting line, primary responsibilities, exempt or nonexempt classification, and location for payroll and tax residency.
State base salary, pay frequency, any signing bonus, and eligibility for performance bonuses or commissions if applicable.
Specify equity type, number of shares or units, grant price, and any plan under which the award is issued.
Provide vesting commencement date, cliff details, vesting intervals, and acceleration events such as change of control.
Note the need to consider an 83(b) election, tax withholding responsibilities, and who pays exercise costs or taxes.
List contingencies, employment-at-will language if applicable, and treatment of unvested equity on separation.
Include the governing plan or prospectus describing eligibility, exercise mechanics, transfer restrictions, and administrative rules.
Provide a grant notice or award agreement that callers out number of shares, price, and vesting schedule for the specific grant.
Attach the individualized option or restricted stock agreement for signature, with defined exercise procedures and termination clauses.
Where required, include an NDA or confidentiality addendum governing proprietary information and post-termination obligations.
Set a clear date for acceptance to preserve grant terms and prevent automatic expiration.
Defines when vesting begins and affects 83(b) timing.
File within 30 days of grant to preserve election rights (IRC §83(b)).
Ensure new hire completes benefits enrollment within specified employer window.
Specify final date to return signed documents to confirm acceptance and commence onboarding.
Company issues the offer and delivers all referenced plan documents to candidate.
Candidate signs offer and any grant agreement, returning documents before the acceptance deadline.
Grant is recorded in cap table or equity management system and vesting schedule activated.
Payroll, benefits, and tax forms are processed and access provisioned.
| Criteria | Standard Offer | Equity Offer |
|---|---|---|
| Ownership Rights | none | grant or option specified |
| Vesting Terms | n/a | detailed schedule included |
| Tax Considerations | payroll withholding only | 83(b) and capital gains issues |
| Plan Attachment | optional | required |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |
Hiring managers initiate offers, confirm role specifics and budget approval, and coordinate with HR to finalize compensation and equity terms before sending for candidate signature.
The candidate reviews terms, decides on tax elections (for example, 83(b) if applicable), signs the offer, and returns documents to HR to trigger onboarding.
Optica Ventures used a standard grant notice attached to its offer to reduce candidate questions upfront
Martin Properties included clear vesting and termination language in every equity offer