Employee scenarios

Employee scenarios allow you to improve the retention of your employees by allowing them to see the upward potential of their grants. In addition, employees will see the projections of their own stake based on the values you provide through independent scenario modeling with defined parameters.



Setting up employee scenarios

  1. Go to Ownership > Scenarios

  2. Click on the Employee scenarios button

  3. Decide if you activate the optional settings "Enable calculator for employees' allowing them to set their own valuations" and "Define potential future scenarios".

  4. If you toggle on "Enable calculator for employees' allowing them to set their own valuations", you can use the default values or manually set them. This sets the range your employees can use to model their company stakes. The minimum share price defines the lower end, the maximum share price is the upper end, and the default share price is the starting point of the scenario. In addition, you can determine for the employee scenario the dilution per round.

    Here is the scenario tile in the employees' portfolio dashboard:

  5. If you toggle on "Define potential future scenarios", input values that you want to present to employees in the predefined fields. Add them in chronological succession, as they will be presented one after the other in their chart.

    • Valuation event name: required field that indicates the name of the future event, such as "Present" or "Series B"

    • Estimated time: optional field that indicates the time frame of the event, such as "Q2 2023", "2027", "Far future", and similar

    • Share value (probable): required field that indicates a potential value of one share on the day of the event

    • Share value (optimistic) and Share value (conservative): optional fields indicating two extreme possibilities


    Expert advice: give employees a reference point by indicating the current state of their stake. Input the share value at your latest valuation in the first row, and name the event as "Present state" or similar.


    This is the corresponding scenario tile in the employees' portfolio dashboard:

  6. Suppose you enable both options, "Enable calculator for employees' allowing them to set their own valuations" and "Define potential future scenarios". In that case, the scenario tile in the employees' dashboard will combine all features.

  7. Click Save


What is shown to employees?

The screenshots show the old interface of the employee dashboard. If you want to see what the new employee dashboard looks like, go to this article.

  • Employee scenarios are shown within the "Scenarios" section in the dashboard. Depending on the setting, they represent the sum of the values of the options and shares granted and offer employees the possibility to model their scenarios independently but with predefined parameters.

  • Employees only see the impact of the share value on their stake and cannot deduct the company's valuation, as they do not know the total share numbers within the company.

  • When employee scenario is disabled, employees do not see the "Scenarios" tile in their dashboard.

Employees' dashboard and employee scenario enabled:

Employees' dashboard and employee scenario disabled:

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