Equity Design Services

Tailored equity structures and option incentive plans for startups, balancing the interests of founders, teams, and investors.

Core Services

Equity Structure Design

Design an optimal equity structure aligned with the company's development stage and strategic roadmap to mitigate risks of excessive dispersion or concentration.

  • Founder Equity Share
  • Investor Shareholding Plan
  • Option Pool Size
  • Voting Rights Design

Equity Incentive Plan

Establish an equity incentive plan for the core team to attract and retain top talent while aligning interests.

  • Establishment of the Option Pool
  • Grant Condition Design
  • Strike Price Setting
  • Vesting schedule planning

Partnership Agreement

Define partners' rights and obligations, clarify exit mechanisms and dispute resolution procedures to prevent future conflicts.

  • Capital Contribution Obligation
  • Definition of Roles and Responsibilities
  • Exit Clause Design
  • Non-compete agreement

Equity Change Guidance

Assist with equity changes in scenarios such as financing, employee resignations, and partner exits.

  • Capital Increase and Share Expansion Process
  • Equity Transfer Procedures
  • Buyback Plan Design
  • Industrial and Commercial Change Registration

Valuation and Pricing

Provide reasonable valuation benchmarks for company equity based on market comparables and financial modeling.

  • Comparable Company Analysis
  • Discounted Cash Flow
  • Market Approach Valuation
  • Financing Pricing Recommendation

Tax Planning

Optimize tax costs in equity restructuring and plan individual income tax and corporate income tax strategically.

  • Equity Platform Selection
  • Transfer tax optimization
  • Tax incentives
  • Cross-border tax planning

Service Process

01

Requirements Gathering

Learn more about the company's current status, development stage, and core team.

02

Solution Design

Draft Custom Equity Structure and Option Incentive Plan

03

Communication Revisions

Align closely with the founding team to refine and finalize the proposal.

04

Implementation

Assist with signing agreements, handling business registration changes, and other formalities.

Need equity design consulting?

Our expert team will provide professional equity structure design and stock option incentive plans.

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