Introduction
This article provides a step-by-step guide for company owners and admins on how to exercise a stakeholder’s grants in Ledgy. Follow the instructions below to complete the process smoothly and accurately.
Go to the Ownership > Transactions page, search for the stakeholder whose options need to be exercised. Click the three-dot icon on the right of the transaction and select Equity settle Options from the menu.
In the Exercise pop-up, input the Date and Number of grants to be exercised. Under Documents & signatures, you may generate a document from an existing template to be linked with this exercise transaction and create signature request draft.
