Ledgy

What is the difference between pools and plans and how to use each one?

Equity plans: Pools vs Plans

You can allocate shares for your employee participation plans by creating a Pool in the "Pools & Plans" section

Creating a pool

Reduce the manual overhead and mitigate human error by automating your equity grants.

How to Configure Automated Granting

Pools can change over time, and more shares might need to be allocated as the company grows. Ledgy supports increases in pool size.

Increasing a pool's size

Learn how to set up Employee Benefit Trusts with trustees or nominees in Ledgy to manage employee equity awards efficiently.

How to set up an Employee Benefit Trust (EBT) in Ledgy

Equity pools can change over time as your company develops, and you may need to reduce the number of shares allocated to a pool. Ledgy makes it easy to decrease…

Decreasing a pool's size

Simplify Dutch equity management: Learn to set up a STAK Foundation in Ledgy, manage depository receipts, and optimise reporting.

How to set up a STAK Foundation in Ledgy

This article explains how to exclude a pool of shares from the cap table and, thus, from the company valuation.

How to exclude pools from the cap table?

Sometimes you may want to create a pool from the shares of specific individual(s) instead of from your treasury. Ledgy supports this.

Creating a pool from reserved shares of one or more stakeholders

From a selected pool, you can create one or more plans to differentiate grant types, define grant presets per plan, among others.

Creating a plan

Create presets for parameters that are repeated across the grants in one plan. Better control the accuracy and speed up the import process.

Adding Grant Presets to your Plans

Learn how to set up and manage Enterprise Management Incentive (EMI) plans in Ledgy, including valuations, grants, and  compliance reports.

The EMI scheme in the UK 🇬🇧

Create performance conditions centrally, attach them to plans or grants, and evaluate them to update all connected transactions at once.

How do I create and manage performance-based vesting conditions?

Add document templates as grant presets per plan

Adding Document Templates to your Plans

How to create equity pools and plans in Ledgy, covering the difference between authorized capital and reserved shares, how to exclude pools from the cap table, and how to set…

How to add pools and plans

Customize plans in Ledgy to streamline grant creation. Set default configurations at the plan level to avoid repetitive data entry and maintain consistency across all grants.

Customising your equity plans

This tutorial explains how to create multiple equity plans within a single pool in Ledgy for efficient grant management across different employee groups.

How to add multiple plans to the same pool

This video shows how to create and manage vesting schedules in Ledgy, including time-based and performance-based vesting, custom parameters like cliffs and intervals, adjustments for life events, and using presets…

How to setup any kind of vesting schedule in Ledgy

Support Team

Frances Agoncillo

Javier Moisés Quirós

Set up pools, grants with automated vesting, and more

Equity Pools & Plans

Ledgy allows you to grant different subtypes of equity to your employees.

Grant types

Learn how to set up a vesting schedule and the different vesting types

How do I set up a vesting schedule, and what different vesting types exist?

Learn how to cash settle stock options, phantom shares, and other equity grants in Ledgy.

How to cash settle equity grants

Customise your vesting rounding per plan or by grant, depending on your needs.

Adding vesting rounding

Learn how to pause an employee's vesting schedule during temporary leave, such as parental leave, sabbatical, or unpaid leave.

How to pause vesting

Learn how to grant stock options, phantom shares, warrants, and other equity types to stakeholders in Ledgy.

How to grant equity

Grants

Manage grant exercising in Ledgy with automated documents, digital signatures, and transparent stakeholder communication.

As a company owner or admin, how do I equity settle / exercise a stakeholder's grants?

Open an exercise window, receive exercise requests, automatically create documents and send them out for signature. Enjoy the automation!

How does exercising work on Ledgy?

Exercising

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