Q&A

Eldison Glossary

We created a list of the most frequently used words within the Eldison platform, organized by category, for your easier navigation.

Welcome to the Eldison platform

Eldison is an app for operating and managing tailor-made equity programs. Here's an overview of the platform, its integrations, and roles.

How to Fix a Mistake in a Signed Award

Mistakes happen! If an award has already been signed but contains incorrect information, here's how to correct it in two steps.

Understanding Initial Value in Phantom Plans

Set the right initial value for phantom shares to align incentives, calculate payouts, and drive company growth. Learn the key valuation methods.

Award cancellation process

Need to cancel an award? Here's a simple guide on how the process works and when to use it.

Working with Documents

How document generation, missing-placeholder warnings, and the DocuSign signing process work in Eldison.

Export

How asset ownership data export works in Eldison, and a full description of every data column included.

Linking agreement

A linking agreement connects a Phantom Plan with the company's share structure. Here's how it works, with three worked examples.

ESOP allocation

How to set your ESOP pool size, understand dilution, and build a fair allocation matrix — with a free calculator template.

Process Schemas

What schemas are on the Eldison platform, and the specific parameters that configure Award, Termination, and Exercise processes.

Termination Process

How to terminate a participant from an ESOP in Eldison: when to use it, what it does, and the steps involved.

Award process

A step-by-step guide for operators granting awards to participants: schemas, assets, vesting types, and advanced settings.

Processes

An overview of the six process types on the Eldison platform and the general steps every process follows, from draft to completion.

People

How to manage participants in the Eldison platform: invitations, terminations, profiles, XLSX import, and HR tool integrations.

Company Valuation Scenarios

How to set up and manage multiple company valuation scenarios in Eldison, including import/export and visibility settings.

Guide to your company valuation (not only) for ESOP

Company valuation is the backbone of your organization. Here's why it matters for ESOP, and the three main approaches to fixing it.

Frequently Asked Questions

Will you still be able to log in to the Eldison Platform after leaving your job and losing access to your work email? Yes — here's how.

Calculating Phantom Plan portfolio value

How Eldison calculates a participant's phantom plan portfolio value and the bonus payout upon an Exit Event, with a worked example.

Participant onboarding guide

A short video walkthrough to help new participants get oriented in the Eldison platform.

FAQs and common misconceptions

Answers to common questions about ESOPs and Phantom Stock Plans: selling shares, tax treatment, what happens when you leave, and bankruptcy risk.

Understanding the exercise process

What it means to exercise stock options, when you can do it, how to do it, and the tax and market risks involved.

Understanding vesting

What vesting is, why companies use it, and the three main vesting schedules: cliff, graded, and hybrid vesting.

Other types of ESOPs

Beyond Phantom Plans and Stock Options: STAK, share plan certificates, RSUs, 409A valuations, EMI, ISOs and NSOs explained.

Introduction to Stock Option Plans

Stock Option Plans give you the right, but not the obligation, to buy company shares at a predetermined exercise price. Here's how they work and how you benefit.

Introduction to Phantom Plans

Phantom Stock Plans give employees the financial upside of stock ownership, without granting actual shares. Here's how they work, and how they're taxed.

Your journey with growth participation plans

A growth participation plan, whether it's a Phantom Share Plan or a Share Option Plan, is an exciting part of your employment journey. Here's what to expect from grant to payout.

Understanding basic ESOP terms

A plain-language glossary of the key terms you'll encounter in Phantom Stock Plans and Stock Option plans, from grant date to vesting and payout.

Introduction to Employee Stock Ownership Plans (ESOPs)

What ESOPs are, why companies offer them, and how growth participation plans align your financial success with the company's growth.

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Q&A