## Equity Graph

**Equity Totals** ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/634ebdf6-3c6d-407f-94a2-ac567d4f99e3/48d3a9ab-d560-4239-a693-5e3496433487/imported?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL3R5KLJTBQ%2F20260415%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260415T060228Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjENT%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMiJGMEQCIGcO5Kl70ZgH4fnf4%2BEzLglKf%2BV9OjUEnPQc0WiWAuuMAiBLdy5%2FNL%2FfFYxhxFwmTwdujfVrLBOU1cGYYydPZtKaeirmBQid%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F8BEAIaDDMwODEyNTk3NTI4NyIMmknVmGpcGG2eQIECKroFFdU5I50saT2j6H1HRYDV4rE64wEmQf2aRYDAHF%2FdF3qNsFfx5Tl8dHbmO2ZmAu1hWoAzZP44pKXrevPyk687ohWqggssdFXVPN7SBSBBLNNLcHfrbm1NwdG1tvzugEKgZ0LkX6IDfBqwbK4rWArmKy8XvJ2aoAvVy3AnJFNeY0ZrFKy9YoR0cBrr8AIv6j3TygRQe737yWpe12n%2FYQFEyuwlpiURogp2JzY25lo5Zra9HiDoxCzB9y3SzU7SdxreB%2F4g4Czd6cJFwB2InD0mWyqGPsqqozOw7QqIBliKIm02SaYa1qN11yawHrdOS3%2FrASfnq6L3ApdrNi%2F3eJ8I%2BL7U2cT3rsiFP78b150U5aCAbmIfVjwVtffYv5TYH89%2Bg8xaNARpvRdiSF%2BOc1cyLml24IKsgmTOLjiWfYlz5z2R%2FBmel%2FrNcBep53Dxf1EFolaq6tUh1euwbhlE%2FRE%2BCBiR%2B3auFK%2F3xsFY3AIjt%2Bhh%2FjUg4hCSFHOeU%2B9PjppGaRTNUDugp63rRUOdrNLAY%2BxC14XvGzowLR%2FXOllIdkYhFjC9PeycQG5cbmlxSUkLZqXbIaHELbfN3qDckiJ2qgcp43%2F4x84Qq%2B877miozc4yeBj5rRYr0vkf0z4VtUI%2BRA7cKjYtqOdgUKxRAGPipvfv2u3nnAZUlCnYSKLjI2%2Bo0YK4qNR5bLuVvc%2BVdJptwX%2F0T3N66JBA2rLuXyicCslNeEWfJCZE49tXrDlybErDIQAqTkzDY7HgGUjVp6cOSOBpm%2F%2B0PYsY5FvfgNAF62hVXYv%2FN99%2FLGjbDVmg3yYk2pIxE1YvavCTGaKlOnKIseg5VAX3bhrmmShSvv%2F8jgGz8FMqw5JrPwXL3h4OwSxKeqnL9oSnRxPpHrVitv3OYsW50AS%2BYFYJWQLIbSFHi%2BJfCCmoUbAsLf0w16P8zgY6kQEHioZLg30viRC3n5NWbsAo%2BWSYW8KF1mQPTAj08YZPxQfmFvlXT7ODxLUZgcKYKnGy9Wz15vQOSMraTs3IIATTeNdQ3Du9sVcNC27OZgQ%2FFE8pd7g0jfCC2G8JOJWhfVk8lREr%2FKNFI23%2BjPaGFuVxBxkmLQ4c5QVK5P2%2Fd8CTzHq0nD61HQY%2BH1NFnkaGH2P3&X-Amz-Signature=f35206e655a128bcd0fb5a091bc35769dfbbffdfe5d2920866799cdebafee495&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

The equity totals shown beside the graph give a holistic summary of how much your equity is worth for each equity type; in the case of the screenshot above, the equity type is Options.

* **Equity value –** This denotes the total value of your equity, by the end of the selected vesting period years, e.g. 4 years, minus any exercise price to produce the *net* value.
* When the gross equity configuration is enabled, exercise price will not be removed from this total.
* **Shares –** The share count below the *et Equity Value* shows the total number of shares you own across all your grants, both vested and unvested.
* **Vested –** The total number of shares and their value that have vested across all your grants for this equity type.
* Vesting does not indicate that the shares have been released or sold.
* **Unvested –** The total number of shares and their value that are yet to vest across all your grants.

### Equity Slider

The equity slider is used to model growth over **a specified time period** across the user’s equity types. Currently, growth is only modeled based on one of two attributes:

* Share price
* Company valuation

The time period is generally 4 years to keep in line with the majority of vesting schedules.

It’s important to note that when the slider is adjusted, the growth shown in the UI below is growth modeled over 4 years, not for the current year. This is described by the green total on the right which shows the expected company valuation or share price in 4 years. In the example screenshot above, **$4.5 billion** if the company **2x**’s in **4** years time. Based on the predicted valuation you set, you will see growth displayed evenly across the 4 years.

### Milestones

Milestones show the valuations of other companies in relation to your own company’s growth on the slider. These show up as flags on the slider and can be hovered to show additional detail about the milestone. (Your slider may or may not have milestones depending on your company’s configuration.)

## Growth Graph

 ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/634ebdf6-3c6d-407f-94a2-ac567d4f99e3/4bcd640e-bb6e-42da-97a2-c0951a0fe016/imported?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL3R5KLJTBQ%2F20260415%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260415T060228Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjENT%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMiJGMEQCIGcO5Kl70ZgH4fnf4%2BEzLglKf%2BV9OjUEnPQc0WiWAuuMAiBLdy5%2FNL%2FfFYxhxFwmTwdujfVrLBOU1cGYYydPZtKaeirmBQid%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F8BEAIaDDMwODEyNTk3NTI4NyIMmknVmGpcGG2eQIECKroFFdU5I50saT2j6H1HRYDV4rE64wEmQf2aRYDAHF%2FdF3qNsFfx5Tl8dHbmO2ZmAu1hWoAzZP44pKXrevPyk687ohWqggssdFXVPN7SBSBBLNNLcHfrbm1NwdG1tvzugEKgZ0LkX6IDfBqwbK4rWArmKy8XvJ2aoAvVy3AnJFNeY0ZrFKy9YoR0cBrr8AIv6j3TygRQe737yWpe12n%2FYQFEyuwlpiURogp2JzY25lo5Zra9HiDoxCzB9y3SzU7SdxreB%2F4g4Czd6cJFwB2InD0mWyqGPsqqozOw7QqIBliKIm02SaYa1qN11yawHrdOS3%2FrASfnq6L3ApdrNi%2F3eJ8I%2BL7U2cT3rsiFP78b150U5aCAbmIfVjwVtffYv5TYH89%2Bg8xaNARpvRdiSF%2BOc1cyLml24IKsgmTOLjiWfYlz5z2R%2FBmel%2FrNcBep53Dxf1EFolaq6tUh1euwbhlE%2FRE%2BCBiR%2B3auFK%2F3xsFY3AIjt%2Bhh%2FjUg4hCSFHOeU%2B9PjppGaRTNUDugp63rRUOdrNLAY%2BxC14XvGzowLR%2FXOllIdkYhFjC9PeycQG5cbmlxSUkLZqXbIaHELbfN3qDckiJ2qgcp43%2F4x84Qq%2B877miozc4yeBj5rRYr0vkf0z4VtUI%2BRA7cKjYtqOdgUKxRAGPipvfv2u3nnAZUlCnYSKLjI2%2Bo0YK4qNR5bLuVvc%2BVdJptwX%2F0T3N66JBA2rLuXyicCslNeEWfJCZE49tXrDlybErDIQAqTkzDY7HgGUjVp6cOSOBpm%2F%2B0PYsY5FvfgNAF62hVXYv%2FN99%2FLGjbDVmg3yYk2pIxE1YvavCTGaKlOnKIseg5VAX3bhrmmShSvv%2F8jgGz8FMqw5JrPwXL3h4OwSxKeqnL9oSnRxPpHrVitv3OYsW50AS%2BYFYJWQLIbSFHi%2BJfCCmoUbAsLf0w16P8zgY6kQEHioZLg30viRC3n5NWbsAo%2BWSYW8KF1mQPTAj08YZPxQfmFvlXT7ODxLUZgcKYKnGy9Wz15vQOSMraTs3IIATTeNdQ3Du9sVcNC27OZgQ%2FFE8pd7g0jfCC2G8JOJWhfVk8lREr%2FKNFI23%2BjPaGFuVxBxkmLQ4c5QVK5P2%2Fd8CTzHq0nD61HQY%2BH1NFnkaGH2P3&X-Amz-Signature=56ff732cc4e40efe3922c1ea4b38d8423b89c1756b6c0eb92bdb6b1dd5f7e70a&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

1\. The bar chart shows separated colors in each bar to denote different types of equity growth in that year. For the 2023 column you can see:

* **Light green:** shares vesting in that year
* **Dark green:** growth of vested stock from all previous years at the net equity value difference between the current year and previous years. For example, based on the screenshot above, previous shares vested:
* 2020 - 0
* 2021- 4,200
* 2022 - 3,412.5

Exercise price: $3.50

Net equity difference = (2023 share price - exercise price) - (2022 share price - exercise price)

* E.g. ($11.89 - $3.50) - ($10.00 - $3.50) = $1.189

2023 growth of vested stock = (Sum of all previous vested shares) \* net equity difference

* E.g. (0 + 4,200 + 3,412.5) \*$1.189\* = $14,387.625

**$14.4k** of growth (rounded up) We do this for each bar, or year, in the graph.

2\. The graph bar tooltip shows a breakdown of the equity for that year:

* At the top, we show the total amount: Growth of previously vested + newly vested for that year.
* We show the total growth value of previously vested shares. In this case 1.19x.
* We also show a breakdown of the newly vested shares from each grant for that year at that year’s share price. In the screenshot above, there are two grants with vested shares for 2023.

## Equity summary

 ![faq tr4.jpg](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/634ebdf6-3c6d-407f-94a2-ac567d4f99e3/7ba56312-8052-4dee-a197-ae55ebb1a99d/imported?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL3R5KLJTBQ%2F20260415%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260415T060228Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjENT%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMiJGMEQCIGcO5Kl70ZgH4fnf4%2BEzLglKf%2BV9OjUEnPQc0WiWAuuMAiBLdy5%2FNL%2FfFYxhxFwmTwdujfVrLBOU1cGYYydPZtKaeirmBQid%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F8BEAIaDDMwODEyNTk3NTI4NyIMmknVmGpcGG2eQIECKroFFdU5I50saT2j6H1HRYDV4rE64wEmQf2aRYDAHF%2FdF3qNsFfx5Tl8dHbmO2ZmAu1hWoAzZP44pKXrevPyk687ohWqggssdFXVPN7SBSBBLNNLcHfrbm1NwdG1tvzugEKgZ0LkX6IDfBqwbK4rWArmKy8XvJ2aoAvVy3AnJFNeY0ZrFKy9YoR0cBrr8AIv6j3TygRQe737yWpe12n%2FYQFEyuwlpiURogp2JzY25lo5Zra9HiDoxCzB9y3SzU7SdxreB%2F4g4Czd6cJFwB2InD0mWyqGPsqqozOw7QqIBliKIm02SaYa1qN11yawHrdOS3%2FrASfnq6L3ApdrNi%2F3eJ8I%2BL7U2cT3rsiFP78b150U5aCAbmIfVjwVtffYv5TYH89%2Bg8xaNARpvRdiSF%2BOc1cyLml24IKsgmTOLjiWfYlz5z2R%2FBmel%2FrNcBep53Dxf1EFolaq6tUh1euwbhlE%2FRE%2BCBiR%2B3auFK%2F3xsFY3AIjt%2Bhh%2FjUg4hCSFHOeU%2B9PjppGaRTNUDugp63rRUOdrNLAY%2BxC14XvGzowLR%2FXOllIdkYhFjC9PeycQG5cbmlxSUkLZqXbIaHELbfN3qDckiJ2qgcp43%2F4x84Qq%2B877miozc4yeBj5rRYr0vkf0z4VtUI%2BRA7cKjYtqOdgUKxRAGPipvfv2u3nnAZUlCnYSKLjI2%2Bo0YK4qNR5bLuVvc%2BVdJptwX%2F0T3N66JBA2rLuXyicCslNeEWfJCZE49tXrDlybErDIQAqTkzDY7HgGUjVp6cOSOBpm%2F%2B0PYsY5FvfgNAF62hVXYv%2FN99%2FLGjbDVmg3yYk2pIxE1YvavCTGaKlOnKIseg5VAX3bhrmmShSvv%2F8jgGz8FMqw5JrPwXL3h4OwSxKeqnL9oSnRxPpHrVitv3OYsW50AS%2BYFYJWQLIbSFHi%2BJfCCmoUbAsLf0w16P8zgY6kQEHioZLg30viRC3n5NWbsAo%2BWSYW8KF1mQPTAj08YZPxQfmFvlXT7ODxLUZgcKYKnGy9Wz15vQOSMraTs3IIATTeNdQ3Du9sVcNC27OZgQ%2FFE8pd7g0jfCC2G8JOJWhfVk8lREr%2FKNFI23%2BjPaGFuVxBxkmLQ4c5QVK5P2%2Fd8CTzHq0nD61HQY%2BH1NFnkaGH2P3&X-Amz-Signature=8de64a810e6e5479d3479178b2dccc0625f22a9246d2235d26f5e1b1948a1b39&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

The Equity Summary section shows a detailed summary of equity for each type, which can be broken down by individual grants. We also show the vesting progress for grants and the equity as a whole.


1. Here we show the vesting progress of all grants, their associated dates, values, and a progress bar. The progress is calculated by dividing the number of vested shares by the total number of shares, and then multiplying by 100. Example:
   * We also calculate values of those grants as well. The calculation is shown in the UI under “Grant Details For”.

* 1,275 / 3,600 = 0.354
* 0.354 \* 100 = 35.4%


3. Point 2 shows a graph of the vesting progress of all grants. You’ll notice in the example above, that nothing happens from 2021 to 2022; this is because this particular employee has a cliff which means nothing will begin vesting for the first year of their employment.
4. The dropdown down allows users to toggle between available grants for this equity type, so see specifics on each grant in isolation.
5. The left-hand section shows a breakdown of shares and values for that grant. In particular, we see the net grant value – calculated by number of shares x ( share price – exercise price ).

We also see the total number of shares in the grant and the assumed share price with descriptions on each.

Exercise price is also shown which is the amount it will cost the person to purchase each share in their grant, not including any taxes they have to pay. We deduct this amount when calculating the net grant value.

### Additional notes

* **Rounding:** While the UI shows some numbers rounded, this is done for ease of visuals only. All calculations under the hood are done using the actuals.




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