Admin Burden
- HR spent 20+ hours monthly on spreadsheets
- Calculating vesting manually was error-prone
- Employee inquiries took hours to answer
- Audit requests required days of prep
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Technology Company | 200+ Employees
95%
Less HR Time
80%
Faster Audit Prep
Zero
Calc Errors
100%
Self-Service Adoption
Project Overview
Client
Growing Tech Company
Industry
HR Tech / Fintech
Employees
200+ (Growing)
Project Type
Custom SaaS platform
Team & Duration
Core Stack
A growing technology company needed to manage their employee stock option program as they scaled from 50 to 200+ employees. With potential acquisition or IPO on the horizon, they needed a professional solution to replace their spreadsheet-based equity tracking.
The stakes were high: Equity errors could mean unhappy employees, tax complications, and deal-breaker issues during due diligence.
Admin Burden
Compliance Risks
Employee Experience
We built a comprehensive equity management platform with separate portals for HR/admin and employees—automating calculations, providing self-service, and maintaining audit-ready records.
Employee Portal
(React)
Admin Dashboard
(React)
AWS Serverless API Layer
Grant Service
(AWS Lambda)
Vesting Engine
(AWS Lambda)
Exercise Service
(AWS Lambda)
PostgreSQL
AWS RDS
AWS S3
Document Storage
Event Bus
Audit Log
Grant Issued
Board approves grant. Employee receives grant letter with terms.
Cliff Period (1 Year)
No vesting during cliff. Employee stays for 1 year to qualify.
Cliff Vests (25%)
25% becomes exercisable. Remaining options vest monthly.
Monthly Vesting (36 Mo)
≈2.1% vests each month. Employee can exercise vested options.
Fully Vested (100%)
All options are exercisable. Employee chooses when to exercise.
Exercise Options
Employee can hold, sell, or exercise at exit event (IPO/M&A).
Platform handles all lifecycle stages automatically
Real-time value visualization, "what-if" exercise calculators, and tax impact estimates to help employees understand their equity.
Vesting engine runs nightly with support for cliffs, monthly schedules, and acceleration scenarios without manual intervention.
Complete audit trail, 409A history, and automated board-ready reporting for regulatory and due diligence requirements.
Real-time ownership visibility with dilution modeling and scenario analysis tools for future funding rounds or exits.
95%
Reduction in HR Time
80%
Faster Audit Prep
100%
Self-Service Adoption
Zero
Calculation Errors
Real-Time
Equity Values
Always
Audit Ready
Administrative Efficiency
Employee Experience
"Stellixsoft's team works on our timezone, delivers fast, and handles complex enterprise requirements without hand-holding. They've become an extension of our team. What started as a migration project has evolved into a strategic partnership."
Director of Technology
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