Capsense ESOP knowledge base

Every article below maps directly to the policies and playbooks we maintain internally. Use them as canonical landing pages for your AI agents or share them with stakeholders who need deep context on equity operations.

SARS valuation override policy for ESOP administrators
Detailed procedure for handling stale valuations, override attestations, and SARS Section 97 compliance.
ComplianceLast reviewed: 2025-03-01
sarssection 97valuation overridescompliance procedures
Open article
Capsense vesting standards and acceleration rules
Standard vesting schedules, cliff expectations, and exit acceleration policies used across Capsense schemes.
OperationsLast reviewed: 2025-02-18
vestingaccelerationlapse rules
Open article
ESOP scheme status lifecycle and governance checkpoints
Lifecycle definitions for draft, approved, active, and terminated schemes with governance actions at each stage.
GovernanceLast reviewed: 2025-01-12
scheme statusgovernanceboard approvals
Open article
Ownership percentage benchmarks for South African startups
Benchmark data and guidelines for structuring founder, investor, and employee ownership across stages.
OperationsLast reviewed: 2025-02-04
ownership benchmarkscap tableequity strategy
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