RESOURCES

Basics or details? We will provide you both.

Explore our resource hub for detailed explanations of popular instruments in equity incentive management and stay informed with our latest blog posts.
Secondary Sales, AI Comp, and Why Your Equity Plan Might Not Be Working Explore how AI roles impact compensation planning and why secondary sales can enhance employee equity engagement and retention.
Employee Ownership Lifts Productivity 5.6 to 6.7%, New Census Study Finds. Discover how employee ownership boosts productivity by 5.6% to 6.7%, backed by a new U.S. Census study highlighting the benefits for workplaces.
IFRS Audit Readiness Checklist for Share-Based Payments A practical IFRS audit readiness checklist for equity awards, covering IFRS 2, IAS 12, IAS 33, tax and audit trail.
What's the Best Way to Communicate Equity Plans: Equity Plan Communication Learn how to effectively communicate equity plans to employees, enhancing understanding and engagement through structured communication strategies.
How to Create a Refresher Grant System: Refresher Grants Learn how to create an effective refresher grant system to enhance employee retention, avoid common pitfalls, and ensure equitable equity distribution.
Equity 102: Advanced Equity Budgeting and Modeling Master advanced equity budgeting and modeling with our comprehensive guide. Learn to size pools, calculate burn rates, and adapt plans for every funding stage.
Equity 101: Fundamentals of Equity Explore the fundamentals of equity, including key terms, types of instruments, and how vesting works to empower employees in startups.
Optio 2025 Year in Review
Optio 2025 Year in Review VU Live, EquityPeople, G2 recognition, and major platform updates — a look back at what Optio built in 2025.
Optio Incentives acquires EquityPeople
Optio Incentives acquires EquityPeople, expanding capabilities to deliver full-cycle share plan management services Optio Incentives acquires EquityPeople, expanding capabilities to deliver full-cycle share plan management services

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