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Equity plans
Equity plans
Set up pools, grants with automated vesting, and more
22 articles in this collection
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Equity plans: Pools vs Plans
What is the difference between pools and plans and how to use each one?
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Support
Updated over a week ago
Pools
Creating a pool
You can allocate shares for your employee participation plans by creating a Pool in the "Pools & Plans" section
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Support
Updated over a week ago
Increasing a pool's size
Pools can change over time, and more shares might need to be allocated as the company grows. Ledgy supports increases in pool size.
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Support
Updated over a week ago
Decreasing a pool's size
Pools can change over time, and you want fewer shares as the company develops. Ledgy supports decreases in pool size.
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Support
Updated over a week ago
Creating a pool from multiple stakeholders’ shares
Ledgy supports the creation of pools from multiple stakeholders' shares.
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Support
Updated over a week ago
Delete a pool
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Support
Updated over a week ago
Plans
Creating a plan
From a selected pool, you can create one or more plans to differentiate grant types, define grant presets per plan, among others.
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Support
Updated over a week ago
Adding Grant Presets to your Plans
You can create presets for parameters that are repeated across the grants in one plan.
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Support
Updated over a week ago
Adding Document Templates to your Plans
Add document templates as an extension to adding grant presets per plan
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Support
Updated over a week ago
🇬🇧 The EMI scheme in the UK
The EMI scheme is one of the four HMRC approved share option schemes available in the UK
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Support
Updated over a week ago
Grants
Grant types
Ledgy allows you to grant different subtypes of equity to your employees.
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Support
Updated over a week ago
Granting options
Once you have created a pool and a plan, you can grant options from it.
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Support
Updated over a week ago
Granting warrants
Once you have created a pool and a plan, you can grant Warrants from it.
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Updated over a week ago
Granting phantom shares
Once you have created a pool and a plan, you can grant phantom shares from it.
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Support
Updated over a week ago
Granting hurdle shares
This article explains how to create a share class for Hurdle Shares and how to then issue Hurdle Shares to stakeholders
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Support
Updated over a week ago
How do I cash settle a grant (Option, Phantom, etc) issued to an employee?
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Support
Updated over a week ago
Adding vesting rounding
Vesting rounding is available to add granularity to the vesting process.
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Support
Updated over a week ago
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.
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Support
Updated over a week ago
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
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Support
Updated over a week ago
Exercising
How do I open an exercise window for stakeholders?
You may want to grant the opportunity for your stakeholders to exercise their options.
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Support
Updated over a week ago
How to exercise options?
You can exercise an employee's options on Ledgy.
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Support
Updated over a week ago
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.
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Support
Updated over a week ago