ESOP readiness score below 60 — emergency remediation plan
Start with legal, tax, and governance basics before offering additional equity. Investors expect a minimum standard before backing growth.
Why this matters
Critical compliance or documentation pieces are missing, blocking grant issuance.
Capsense onboarding guides surface the highest-risk compliance gaps and automate board paperwork.
Action plan
Share these steps with founders, finance leads, and people teams to close the gap for this score band.
- Document share capital, authorised share totals, and board-approved plan rules.
- Define fair market value methodology and capture SARS-compliant records.
- Build an employee communication plan to rebuild trust before issuing new grants.
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.