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Equity plans
Equity plans
Set up pools, grants with automated vesting, and more
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By Support1 author24 articles
Equity plans: Pools vs Plans

Pools


Creating a pool
Increasing a pool's size
Decreasing a pool's size
How to exclude pools?
Creating a pool from multiple stakeholders’ shares
Delete a pool

Plans


Creating a plan
Adding Grant Presets to your Plans
Adding Document Templates to your Plans
🇬🇧 The EMI scheme in the UK

Grants


Grant types
Setting up a vesting schedule and the different vesting types
Granting options
Granting warrants
Granting phantom shares
Granting hurdle shares
How do I cash settle a grant (Option, Phantom, etc) issued to an employee?
Adding vesting rounding
How to pause vesting when an employee takes a temporary leave (e.g. parental leave)?
How do I account for a terminated employee/leaver?

Exercising


How do I open an exercise window for stakeholders?
How to exercise options?
How does end-to-end exercising work on Ledgy?
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