Contact
← All workflows

Stock Option Grant Agreement

Draft Stock Option Agreements in Minutes, Not Hours

12 minutes with CaseMark

Fast lane

We have it from here.

Choose the fast one-off run here, or jump into the workspace when you want saved history, revisions, and a fuller matter workflow.

Run this once here

Best for a quick one-off job. Add your email, upload the files, and we'll run the workflow and send the result to your inbox.

1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

Use in Workspace

Best for ongoing matters

Save and reopen matters, keep documents together, refine the output, rerun with changes, and export or share polished work product when you're done.

Open in Workspace

Need more context?

Scroll for the workflow details below if you want to review what this run handles, what documents help, and what the output looks like.

If this is part of a live matter, the workspace is the better fit: you can keep your documents together, revisit the result, and keep working without starting from scratch.

Jump to detailsOpen in Workspace

Start here

Run this workflow now

Best for a fast one-off run. Add your email, upload the files, and we'll deliver the result without sending you into the full app.

Workflow

Stock Option Grant Agreement

Step 1 · Deliver to

Step 3 · Run this workflow

Workflow

Stock Option Grant Agreement

Overview

Drafting stock option grant agreements manually requires hours of research across multiple legal sources, careful coordination with equity plans, and meticulous attention to tax and securities compliance. Attorneys must cross-reference vesting schedules, exercise provisions, and termination clauses while ensuring consistency with company-specific plans and current regulations.

Drafting stock option grant agreements requires balancing complex tax regulations, securities law compliance, vesting mechanics, and termination scenarios while maintaining consistency with equity plans and employment agreements. Manual drafting takes hours of careful review across multiple documents, with high risk of Section 409A violations, ISO qualification errors, or conflicts with existing stockholder agreements.

CaseMark automates the entire stock option grant agreement drafting process by analyzing your equity plan, board resolutions, and related documents to generate comprehensive, compliant agreements. Our AI ensures proper ISO/NSO treatment, accurate vesting schedules, appropriate acceleration provisions, and seamless integration with your company's existing legal framework.

How it works

  1. 1. Upload your documents

  2. 2. AI analyzes and extracts key information

  3. 3. Review and customize the generated content

  4. 4. Export in your preferred format (DOCX, PDF)

What you get

  • Introduction and Notice of Grant

  • Definitions

  • Grant of Option

  • Vesting Schedule

  • Exercise of Option

  • Termination and Expiration

  • Tax and Legal Considerations

  • Miscellaneous Provisions

What it handles

  • Introduction and Notice of Grant

  • Definitions

  • Grant of Option

  • Vesting Schedule

  • Exercise of Option

  • Termination and Expiration

  • Tax and Legal Considerations

  • Miscellaneous Provisions

Required documents

  • Equity Incentive Plan

    The company's equity incentive plan document governing option grants

    PDF, DOCX

  • Board Resolution or Committee Minutes

    Authorization for the specific grant including grant date, shares, and exercise price

    PDF, DOCX

Supporting documents

  • Previous Stock Option Grant Agreements

    Existing grant agreements to maintain consistency in form and approach

    PDF, DOCX

  • Employment or Consulting Agreement

    Optionee's service agreement containing equity compensation provisions

    PDF, DOCX

  • Certificate of Incorporation and Bylaws

    Corporate documents showing authorized shares and equity restrictions

    PDF, DOCX

  • Stockholders' Agreement or Investor Rights Agreement

    Agreements imposing transfer restrictions or rights on equity holders

    PDF, DOCX

  • Equity Administration Guidelines

    Company policies regarding equity compensation and compliance procedures

    PDF, DOCX

Why teams use it

Generate complete stock option agreements in under 10 minutes with all required sections

Automatically incorporate company-specific equity plan details through intelligent document analysis

Built-in compliance with IRS regulations for ISOs and NSOs, plus SEC securities law requirements

Verified legal definitions and clauses sourced from bar associations and authoritative templates

Customizable vesting schedules with acceleration events and termination provisions pre-drafted

Questions

How does CaseMark ensure my stock option agreement complies with Section 409A?

CaseMark automatically verifies that exercise prices meet or exceed fair market value on the grant date, ensures proper option term limits, and structures payment and deferral provisions to avoid Section 409A violations. The system cross-references your valuation methodology and grant date pricing to ensure compliance, and flags any potential issues for review before finalizing the agreement.

Can CaseMark handle both Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs)?

Yes, CaseMark drafts both ISO and NSO agreements with appropriate tax treatment for each type. For ISOs, the system ensures compliance with Section 422 requirements including exercise price minimums, holding period disclosures, and 10% shareholder rules. For NSOs, it includes proper withholding provisions and Section 409A compliance measures.

How does the system handle vesting schedules and acceleration provisions?

CaseMark allows you to specify standard time-based vesting (such as four-year vesting with one-year cliff), performance-based vesting, or custom schedules. The system automatically generates detailed vesting exhibits showing exact dates and share quantities. For acceleration, you can configure single-trigger or double-trigger provisions tied to change in control, termination, death, or disability events.

Will the agreement integrate with our existing stockholders' agreements and transfer restrictions?

CaseMark analyzes your uploaded stockholders' agreements, investor rights agreements, and other governance documents to incorporate appropriate references to transfer restrictions, rights of first refusal, co-sale rights, and drag-along provisions. The system ensures the option agreement doesn't conflict with existing commitments and includes necessary legends and acknowledgments.

How long does it take to generate a complete stock option grant agreement?

After uploading your equity plan and authorization documents, CaseMark generates a comprehensive, compliant stock option grant agreement in approximately 10-15 minutes. This includes all necessary provisions, exhibits, and integration with your existing legal framework—a process that typically takes attorneys 3-4 hours manually.

Related

Access and Indemnity Agreement (Due Diligence)

Draft Property Access Agreements in Minutes with AI

Access Indemnity Agreement

Draft Access & Indemnity Agreements in Minutes

Ad Fund Agreement

Draft Ad Fund Agreements in Minutes, Not Hours