Five onboarding steps, six documents to sign, and one 30-day 83(b) deadline that cannot be missed. This tracker guides you from offer acceptance through your 90-day check-in at Ambient Intelligence.
At-will employment agreement covering position, salary, equity reference, benefits, and IP obligations. Must be signed before or on first day.
ISO grant under the 2024 Equity Incentive Plan. 25% vests at the 12-month cliff; remaining 75% vest monthly over 36 months. The 83(b) election deadline is absolute.
Standard PIAA covering assignment of inventions, confidentiality of trade secrets and PHI, and post-employment non-solicitation. Required for all employees.
Summary of available benefits plans, employer contributions, HSA eligibility, and 401(k) match. All elections must be made within 30 days of start date.
Attestation of HIPAA Privacy and Security Rule training completion. Required for all employees who may access protected health information. Renews annually.
Acknowledgment that you have received and reviewed the Employee Handbook. Covers code of conduct, remote work policy, PTO accrual, expenses, and data security.
After your stock option grant, you have exactly 30 days to file a Section 83(b) election with the IRS. This election locks in your tax basis at the current (low) FMV rather than at each future vesting event. Missing this deadline is irrevocable and can result in tens of thousands of dollars in additional tax liability over the vesting period.
If Ambient Intelligence qualifies as a Qualified Small Business — a domestic C-corp with ≤$50M gross assets at time of stock issuance — your shares may be eligible for the Section 1202 QSBS exclusion. Qualifying shareholders can exclude up to 100% of federal capital gains (up to $10M per taxpayer per company, or 10× your cost basis) on stock held for more than 5 years. This applies to both employees who exercise options and investors who purchase shares at original issue.