Track 83(b) election deadlines for new equity holders
Every morning, WebRun opens Carta, finds new restricted stock grants issued in the last 24 hours, calculates the 83(b) election deadline (30 days from grant date), creates a Google Calendar event for the deadline, and drafts a Gmail alert for your legal team to review before forwarding to the stockholder.
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How can I track 83(b) election deadlines for new restricted stock grants?
WebRun checks Carta every morning for new restricted stock grants, calculates the 30-day 83(b) election deadline, creates a Google Calendar event with a 7-day reminder for your legal team, and drafts a Gmail alert explaining the election right. Legal reviews the draft before it goes to the stockholder. No holder misses the 30-day window by default.
- No new restricted stock holder misses the 30-day 83(b) election window
- Legal team gets a Gmail draft and a calendar reminder within 24 hours of each grant
- All 83(b) deadlines are tracked in Google Calendar with 7-day advance reminders
Built for startup legal teams · equity managers · tax counsel · CFOs
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.carta.comin a real browser with your saved login - no setup, no API keys. -
1
Carta - find new restricted stock grants issued in the last 24 hours
carta.com How to Automate Carta
WebRun opens Carta to find new restricted stock grants issued in the last 24 hours. - Open Carta and filter securities issued in the last 24 hours to restricted stock grants
- Capture the holder name, email, grant date, share count, and purchase price
- Calculate the 83(b) election deadline as 30 days from the grant date
Done when All new restricted stock grants have an 83(b) deadline calculated and recorded.
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2
Google Calendar - create 83(b) deadline event with reminder
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to create 83(b) deadline event with reminder. - Create a calendar event on the 83(b) deadline date titled with the holder name and grant details
- Set a reminder 7 days before the deadline for the legal team
- Invite the equity manager and legal counsel to the event
Done when A Google Calendar event with a 7-day reminder exists for every new grant's 83(b) deadline.
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3
Gmail - draft 83(b) alert for legal review before forwarding
gmail.com How to Automate Gmail
WebRun opens Gmail to draft 83(b) alert for legal review before forwarding. - Draft a Gmail email addressed to the new stockholder explaining their 83(b) election right and deadline
- Include the grant details, deadline date, and a plain-English explanation of the tax implications
- Leave the email as a draft for the legal team to review and personalise before sending
Done when A Gmail draft exists for each new holder, ready for legal review before dispatch to the stockholder.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email the stockholder directly about the 83(b) election?
No. WebRun creates a Gmail draft and leaves it for your legal team to review and personalise. The stockholder receives nothing until your team opens the draft and clicks Send.
What if the grant is not a restricted stock grant subject to 83(b)?
WebRun only creates 83(b) deadline tracking for restricted stock grants where an 83(b) election is applicable. Stock options and RSUs are excluded automatically based on the grant type in Carta.
Does it handle the case where a stockholder files on their own before the deadline?
WebRun tracks the deadline and draft status, but it cannot confirm receipt by the IRS. Once your team confirms the election was filed, you can mark the calendar event as complete and archive the draft.
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