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Equity plans
Set up pools, grants with automated vesting, and more
Equity plans: Pools vs PlansWhat is the difference between pools and plans and how to use each one?
Automated GrantingReduce the manual overhead and mitigate human error by automating your equity grants.
Creating a poolYou can allocate shares for your employee participation plans by creating a Pool in the "Pools & Plans" section
Increasing a pool's sizePools can change over time, and more shares might need to be allocated as the company grows. Ledgy supports increases in pool size.
Decreasing a pool's sizePools can change over time, and you want fewer shares as the company develops. Ledgy supports decreases in pool size.
How to exclude pools?This article explains how to exclude a pool of shares from the cap table and, thus, from the company valuation.
Creating a pool from multiple stakeholders’ sharesLedgy supports the creation of pools from multiple stakeholders' shares.
Delete a pool
Creating a planFrom a selected pool, you can create one or more plans to differentiate grant types, define grant presets per plan, among others.
Adding Grant Presets to your PlansYou can create presets for parameters that are repeated across the grants in one plan.
Adding Document Templates to your PlansAdd document templates as an extension to adding grant presets per plan
🇬🇧 The EMI scheme in the UKThe EMI scheme is one of the four HMRC approved share option schemes available in the UK
Grant typesLedgy allows you to grant different subtypes of equity to your employees.
Setting up a vesting schedule and the different vesting typesLearn how to set up a vesting schedule and the different vesting types
Granting optionsOnce you have created a pool and a plan, you can grant options from it.
Granting warrantsOnce you have created a pool and a plan, you can grant Warrants from it.
Granting phantom sharesOnce you have created a pool and a plan, you can grant phantom shares from it.
Granting hurdle sharesThis article explains how to create a share class for Hurdle Shares and how to then issue Hurdle Shares to stakeholders
How do I cash settle a grant (Option, Phantom, etc) issued to an employee?
Adding vesting roundingVesting rounding is available to add granularity to the vesting process.
How to pause vesting when an employee takes a temporary leave (e.g. parental leave)?Employees do not always stay for the entire vesting schedule of their options. Keep track of instances when employees go on temporary leave.
How do I account for a terminated employee/leaver?Employees do not always stay for the entire vesting schedule of their grants. Keep track of their vested grants at their departure
How do I open an exercise window for stakeholders?You may want to grant the opportunity for your stakeholders to exercise their options.
How to exercise options?You can exercise an employee's options on Ledgy.
How does end-to-end exercising work on Ledgy?You can open an exercising window, and eligible stakeholders can express their intent. You receive their requests and can approve them.