Downloading a Termination Report

1. To download a termination report, navigate to 'Reports' under the Capitalization.

2. Under the "Equity Plan Analysis," you will see the 'Termination modeling report.'

Enter the information about the termination type (e.g. voluntary, involuntary), the date you would like to use to model the termination and then choose the correct stakeholder.

3. Click 'Export' to download the termination modeling report. 

***Make sure to download the termination report before terminating an option grant or you will not be able to run the report for that grant***

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