ESOP readiness score 80+ — launch-ready playbook
You can launch or expand your ESOP with confidence. Focus on optimising board cadences, valuation refreshes, and ongoing employee enablement.
Why this matters
Governance, compliance, and communication foundations are in place with only optimisation work outstanding.
Capsense automation keeps compliance data rooms investor-ready with audit logs and policy attestations.
Action plan
Share these steps with founders, finance leads, and people teams to close the gap for this score band.
- Lock in a 12-month valuation refresh schedule and align override procedures with board approvals.
- Automate grant acceptance, CIPC filings, and SARS notifications to keep audits clean.
- Deliver quarterly equity education sessions to maintain engagement and retention lift.
Next steps
What Capsense recommends
Automate these follow-ups in your CRM or marketing automation tool once someone lands in this score band.
Send within 24 hours: personalised recap email linking to this page and a booked call CTA with your compliance specialist.
Schedule within 7 days: automated reminder summarising the action steps above and prompting admins to upload missing board resolutions or valuations into Capsense.
Track ongoing: update the lead record with readiness metadata so AI agents can reference it during future content generation.