Flawless ESOP Administration.
Protect Your Equity.
Managing an Employee Share Scheme (ESS) or ESOP requires meticulous record-keeping, compliance tracking, and constant participant communication. Delegate the administrative burden to a highly vetted, fully managed Equity Operations VA.
Jonathan Smith
VESTEDTranche 2: 1,500 Shares
VA Action: Generated and distributed annual vesting statement. Logged in cap table.
Maria Rodriguez
OFF-BOARDINGRepurchase Obligation Review
VA Action: Prepared distribution forms and calculated fair market value (FMV) payout schedule.
Cap Table Audited
Ready for CFO Review.
Mastery in Equity & Governance Platforms
Core Operational Roles
Precision Equity Administration.
Your ESS Managing VA handles the complex, data-heavy backend of employee ownership, ensuring compliance and clear communication so you can focus on strategic growth.
Cap Table & Vesting Tracking
Meticulous record-keeping. We maintain your capitalization tables in Excel or Carta, tracking employee allocations, complex vesting schedules, and calculating available pools.
Participant Communication
We act as the frontline for employee inquiries. Generating and distributing annual benefit statements, answering basic scheme FAQs, and coordinating ESOP committee meetings.
Compliance & Document Assembly
Supporting corporate governance. We organize plan documents, draft option agreements, prepare Board resolutions, and route documents through DocuSign for execution.
Distributions & Repurchase Obligation
Managing the off-boarding process. When employees depart or retire, your VA processes distribution forms, calculates FMV payouts, and updates the liability forecasts.
Valuation Audit Support
Preparing for annual appraisals. Your VA compiles updated employee census data, organizes financial statements, and readies the data room for independent valuation firms.
Third-Party Coordination
We act as the liaison between your internal HR/Finance teams and external legal counsel, TPAs (Third Party Administrators), and ESOP trustees to ensure smooth operations.
The Managed Infrastructure
Why CFOs & Trustees Choose SageDoer
Stop risking sensitive equity data on unverified freelancers. Gain guaranteed accuracy and oversight through our managed support system.
Deployment Protocol
4 Steps to Secure Administration
Submit Requirements
Share your current ESOP structure, participant volume, and software stack (e.g., Excel, Carta).
Secure Access
Your dedicated PM will execute NDAs and coordinate secure, restricted access to your equity portals.
Expert Execution
The PM assigns your VA, audits initial cap table updates, and ensures participant communications are flawless.
Pay Only for Output
Pay strictly for active time spent administering your plan. PM QA and supervision are 100% free.
Transparent Economics
Adaptable to Your Plan Size
Deploy professional administrative assistance whether you have 50 or 5,000 plan participants. Adapt hours anytime.
Est. $560 USD / Month (4 Weeks)
20 Hours Per Week support
- Pay only for hours of pure work
- Dedicated QA Project Manager included
- Free management supervision
- Strict Data Privacy / NDAs
- No monthly membership charges
Est. $960 USD / Month (4 Weeks)
40 Hours Per Week support
- Pay only for hours of pure work
- Dedicated QA Project Manager included
- Free management supervision
- Strict Data Privacy / NDAs
- No monthly membership charges
Client Feedback
What ESOP Administrators Say
"Managing our ESOP participant distributions and repurchase calculations used to take our HR team weeks. Our SageDoer VA now preps the forms and schedules payouts flawlessly. The PM oversight is fantastic."
"We transitioned our cap table from Excel to Carta. The VA handled the data migration, mapped the complex vesting schedules, and now handles the ongoing administration. Highly reliable."
"Generating the annual ESOP statements and organizing the data room for our independent valuators was a nightmare. Our VA took this over completely, keeping us compliant and organized."
Governance FAQ
Answering Your Compliance Concerns
Streamline Your Administration.
Stop letting complex record-keeping consume your executive team's time. Partner with an elite SageDoer governance assistant today.
Get A Custom Quote
Submit your plan's administrative requirements, and our senior managers will contact you securely.