Equity Inventory for Tech Pros

  • Turn opaque equity into a structured inventory (RSUs/options/ESPP).
  • Objective: Build an equity inventory with vesting and document links. 5
  • Prework: Gather: grant docs, vesting schedules, brokerage screenshots
  • Takeaway: Equity inventory spreadsheet + “doc map”

Description

Equity compensation can be one of the most complex assets in a Silicon Valley divorce. This sprint focuses on transforming stock options, RSUs, and employee stock purchase plans into a structured inventory that can be understood and evaluated during the divorce process. Participants learn how to identify the relevant documents and information needed to understand equity grants and vesting schedules.

The session guides participants through building an equity inventory that captures grant details, vesting timelines, and supporting documentation. This structured inventory helps clarify the economic value of equity compensation and provides a foundation for disclosure and negotiation. By the end of the sprint, participants will have organized their equity information into a clear framework that supports accurate analysis and decision-making.

$575

Duration: 50 minutes

Delivery Format

  • Studio: In-Person
  • Cloud: Online

What’s Included

  • Live session with expert
  • Practical framework or worksheet
  • Opportunity for participant questions
  • Might be part of a package

Last Updated: March 11, 2026