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Document: Equity Incentive Documents Package

The package, Equity Incentive Documents, includes: 1) Equity Incentive Plan; 2) Notice of Stock Option Grant; 3) Restricted Stock Purchase Agreement; 4) Board Approval of Equity Incentive Plan; 5) Board Approval of Restricted Stock Purchase Agreement; 6) Stockholder Approval of Equity Incentive Plan; 7) Board Approval of Stock Option Grant.

Preparation Time

The questionnaire can normally be completed in fifteen minutes. All questions are straightforward and easily answered.

Typical Users

  • A startup’s founders prior to formation of the startup
  • Startups following formation
  • Investors, including angels and venture capital firms


You complete the seven documents in the Equity Incentive Documents Package via our easy-to-follow questionnaire. SmackDocs asks the necessary questions, you simply supply the answers. Many questions are accompanied by helpful explanations to assist you in refining the answers that you provide. When you have finished, correct, complete, and accurate versions of the Board Approval of Stock Option Grant, Stockholder Approval of Equity Incentive Plan, Board Approval of Restricted Stock Purchase Agreement, Board Approval of Equity Incentive Plan, Restricted Stock Purchase Agreement, Notice of Stock Option Grant, and Equity Incentive Plan will have been created and made available for download with all of your information included.

Navigate through the questionnaire by tabbing from one field to the next and clicking “Next” and “Previous” icons to move from screen to screen. Rushed for time? You may save your answers in a convenient “Answer File” and return to complete the questionnaire later. Answers from your “Answer File” may be updated, changed, or edited as often as you like. Answering all questions in the questionnaire is not required. If you elect to leave any question blank, a corresponding blank space will appear in the relevant document when it is downloaded.

After you have completed the SmackDocs questionnaire, you will be left with documents for download in either (or both) Microsoft Word or Adobe PDF formats.

Equity Incentive Documents Package


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