How to manage ISO 100K limits in Carta
Carta simplifies compliance with the ISO $100K limit by automating ISO/NSO splits, ensuring that equity grants align with regulatory guidelines. Companies can also utilize the grant editor tool, accessible upon request, to manually manage ISO/NSO calculations for specific stakeholders.
Full access users can gain visibility into impacted stakeholders and option grants in Carta through the ISO 100K dashboard, and even edit the distribution of ISO versus NSO shares within an automatically split option grant.
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✨ Use the grant editor✨ Manage stakeholders with edited grants✨ View a stakeholder’s ISO $100K status✨ View a grant’s ISO/NSO breakdown🔍 What is the ISO $100K limit?🔍 How does Carta manage stock option exercises for split ISO/NSO grants?🔍 What's included in the ISO 100K report?🔍 What are the implications of using the grant editor?🔍 What are the limitations of the ISO 100K calculator?🔍 How does an option grant repricing affect split grants?