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Creating a pool from multiple stakeholders’ shares
Creating a pool from multiple stakeholders’ shares

Ledgy supports the creation of pools from multiple stakeholders' shares.

Support Team avatar
Written by Support Team
Updated over 2 years ago
  1. Go to the Equity Plans > Pools & Plans page

  2. Click on the "Add pool" button in the top right corner, and a new window will appear

  3. Fill out the relevant fields, and under "Source", select Reserved shares and the first stakeholder whose shares will be allocated to the pool

  4. Click Save

  5. Back on the Pools page, next to Pool's name, click on the Three Dot Menu > Increase pool

  6. Under "Source", select Reserved Shares again and input a different stakeholder from whom shares should be allocated to this pool

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