HR Overhead
- HR spent 20+ hours monthly on spreadsheets
- Calculating vesting manually was error-prone
- Grant letters required manual drafting
- Reconciliation took days before board meetings
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Technology Company | 200+ Employees
0%
Less HR Time
0%
Faster Audit Prep
Zero
Calc Errors
0%
Self-Service Adoption
Industry: HR Tech / Fintech
The Client
A growing technology company needed to manage their employee stock option program as they scaled from 50 to 200+ employees. With a 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.
Company Stage
Series B / Pre-IPO
Employees
200+ and growing
Previous System
Manual spreadsheets
Key Risk
Acquisition / IPO due diligence
Stack
React, Node.js, PostgreSQL, AWS
Timeline
12 weeks to production
The Problem
Our Approach
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 automatically.
Phase 01
Weeks 1-2Phase 02
Weeks 3-5Phase 03
Weeks 5-8Phase 04
Weeks 8-10Phase 05
Weeks 10-12Phase 06
OngoingPlatform Architecture
Employee Portal and Admin Dashboard connect through a centralized AWS Serverless API Layer, where independent services handle grants, vesting, and exercise management while securely storing data in PostgreSQL, AWS S3, and Event Bus for reliable performance, scalability, and auditability.
Employee Portal
React Web: equity value, vesting & exercise
Admin Dashboard
React Web: grants, letters & reporting
PostgreSQL
AWS RDS: grants & vesting data
Event Bus
Audit Log: immutable event trail
What We Built
Outcomes
0%
Less HR Time
0%
Faster Audit Prep
Zero
Calculation Errors
0%
Self-Service Adoption
Operational Wins
Business Impact
Client Testimonial
“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 they now drive most of our product innovation.”
Director of Technology
Global Hardware Manufacturer
Stock Option Lifecycle
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.
Start With a Low Risk Pilot Project
Test us on a small project first. See our quality, communication, and delivery before committing to more.
What You Get
Availability
Next Available Slot: Feb 5th
Team
55+ Experts Global
Not ready for a full engagement? Test us on a small project first. See our quality, communication, and delivery before committing to more.