Equity incentives (options / BSPCE / RSU) and privately held stocks. Excluded from net worth —
toggle them into the Projections tab to model their liquidity event. Values shown are
gross intrinsic (before tax), vested-only.
Grant
Type
Units
Strike
Price
Vested
Value now (€)
Exit
Exit value (€)
Actions
Target allocation sum:—
Name
Assets
Target %
Band (Lo – Hi)
Actions
Add Asset
Add Liability
Revert value history
All records after the selected date will be permanently deleted.
Record Value
Add Category
Add PE Commitment
Transactions
Date
Type
Amount
Note
No transactions yet.
Add Equity Grant
📎 Import terms from documents
Attach the grant letter, plan rules, and/or vesting schedule (PDF, PNG, JPEG). AI extracts the
terms and pre-fills the form below for you to review before saving.