Equity plans

Equity plans: Pools vs Plans

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

Written by Support
Updated over a week ago

Creating a pool

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

Written by 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.

Written by 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.

Written by Support
Updated over a week ago

Creating a pool from multiple stakeholders’ shares

Ledgy supports the creation of pools from multiple stakeholders' shares.

Written by Support
Updated over a week ago

Delete a pool

Written by Support
Updated over a week ago

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.

Written by 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.

Written by Support
Updated over a week ago

Adding Document Templates to your Plans

Add document templates as an extension to adding grant presets per plan

Written by 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

Written by Support
Updated over a week ago

Grant types

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

Written by Support
Updated over a week ago

Granting options

Once you have created a pool and a plan, you can grant options from it.

Written by Support
Updated over a week ago

Granting warrants

Once you have created a pool and a plan, you can grant Warrants from it.

Written by Support
Updated over a week ago

Granting phantom shares

Once you have created a pool and a plan, you can grant phantom shares from it.

Written by 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

Written by Support
Updated over a week ago

How do I cash settle a grant (Option, Phantom, etc) issued to an employee?

Written by Support
Updated over a week ago

Adding vesting rounding

Vesting rounding is available to add granularity to the vesting process.

Written by 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.

Written by 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

Written by Support
Updated over a week ago

How do I open an exercise window for stakeholders?

You may want to grant the opportunity for your stakeholders to exercise their options.

Written by Support
Updated over a week ago

How to exercise options?

You can exercise an employee's options on Ledgy.

Written by 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.

Written by Support
Updated over a week ago