Maintain the original schedule and every amendment
Track grant or purchase date, total shares, vesting commencement date, cliff, periodic vesting, acceleration terms, leaves or service changes, amendments, and the number vested at each material event.
Keep board approvals and signed founder documents with the schedule.
Update vesting when service changes
A founder departure, role change, acquisition, termination, or approved acceleration can affect the remaining schedule. Document the effective date and legal conclusion before changing the cap table.
If unvested shares are repurchased, connect the repurchase transaction to the vesting record.
Keep tax elections and vesting records linked
Founder stock subject to vesting can be relevant to Section 83(b) elections and later tax analysis. Preserve election evidence with the original stock purchase and vesting documents.
A complete vesting history makes financing and acquisition diligence much easier.
Questions buyers usually ask
Why track founder vesting if the shares were already issued?
Because the company can retain repurchase or forfeiture rights over unvested shares even when the founder legally holds the securities.
What events should update a founder vesting schedule?
Service changes, departures, approved acceleration, amendments, acquisitions, repurchases, and other events that affect vesting or repurchase rights.
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