Beta Feature
Liquidity elections are currently in closed beta and available to select customers only. If you're interested in accessing this feature, please contact your Customer Success Manager.
What are liquidity elections?
Liquidity elections are company-organized events where eligible stakeholders can express interest in selling their equity during specific time windows. The process provides transparency and efficient management for both secondary sales and company buybacks.
Before you start
Prerequisites:
Eligible equity grants (share issuances and phantom plans only)
Note: Option plans are not supported for liquidity elections at the moment
Step-by-step guide
1. Creating a liquidity window
Navigate to Equity Events → Liquidity Elections
Click "+ Add liquidity election window"
Configure window settings:
Window name
Eligible equity plans
Eligible stakeholders
Opening and closing dates
Estimated price per share
2. Stakeholder participation
Eligible stakeholders can:
View available liquidity windows on their dashboard
Declare sell interest for specific grants
Specify the amount they wish to sell
Track the status of their request
3. Managing sell interest requests
As an admin, you can:
Review all stakeholder requests in the liquidity elections dashboard
Filter and sort requests by stakeholder, grant, amount, or status
Use bulk actions to mark multiple requests as completed
Export reports for transaction processing and/or record-keeping
Supported equity types
Liquidity elections support:
Share issuance plans
Phantom plans
FAQs
Why don't I see certain equity plans in the dropdown?
Only share issuance and phantom plans are supported. Option plans are automatically excluded from liquidity elections.
Can stakeholders cancel their sell interest?
Yes, stakeholders can cancel their requests before they are marked as completed by administrators.