Refresh Grants, Modeled on the Real Cap Table
Add refresh and retention grants with cliff-plus-monthly vesting, compute grant-date fair value and ASC-718 expense, and feed the annualized value straight into total comp.
Keeping equity competitive over time
New-hire grants vest and lose retention power; refresh grants top them back up. Fintra models grants on the same pure cap-table engine used for founders and new hires - ISO, NSO, RSU, or SAR - with cliff-plus-monthly or quarterly vesting computed as of any date.
- Grant types: ISO, NSO, RSU, SAR
- Vesting: cliff plus monthly or quarterly, vested/unvested as of a date
- Grant-date fair value via Black-Scholes for options
- ASC-718 straight-line or graded expense with forfeiture
- 409A strike-price validation helpers
Into total comp
Accounting-grade math
| Computation | Purpose |
|---|---|
| Fully-diluted ownership | Dilution impact of new grants |
| Vesting as-of-date | Vested vs unvested for total comp |
| Black-Scholes fair value | Option grant-date value |
| ASC-718 expense schedule | Stock-comp expense with forfeiture |
Inside Fintra
Refresh grants share the cap-table, vesting, and ASC-718 surfaces with founders’ equity and option exercises, so retention grants and headline equity live on one source of truth.
Frequently asked questions
What grant types can Fintra model?
ISO, NSO, RSU, and SAR grants, with cliff-plus-monthly or quarterly vesting computed as of any date on the same pure cap-table engine used across equity.
How does a refresh grant affect total comp?
Its annualized value - what vests in the current plan year - flows into the employee’s total-comp view and total-rewards statement, so the refresh is visible in their total compensation.
Does Fintra compute stock-comp expense for refreshes?
Yes. It computes grant-date fair value (Black-Scholes for options) and an ASC-718 straight-line or graded expense schedule with forfeiture.
Is the strike price validated?
There are 409A strike-validation helpers to check that option strikes are set against a defensible fair market value.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
Refresh equity without guesswork
Model retention grants on the real cap table and see them in total comp.
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