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?
How to Configure Automated Granting (Beta)Reduce the manual overhead and mitigate human error by automating your equity grants.
How to set up an Employee Benefit Trust (EBT) in LedgyLearn how to set up Employee Benefit Trusts with trustees or nominees in Ledgy to manage employee equity awards efficiently.
How to set up a STAK Foundation in LedgySimplify Dutch equity management: Learn to set up a STAK Foundation in Ledgy, manage depository receipts, and optimise reporting.
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 reserved shares of one or more stakeholdersSometimes you may want to create a pool from the shares of specific individual(s) instead of from your treasury. Ledgy supports this.
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 PlansCreate presets for parameters that are repeated across the grants in one plan. Better control the accuracy and speed up the import process.
Adding Document Templates to your PlansAdd document templates as 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
Centralise your vesting performance conditions.Safe administration time by creating and evaluating performance vesting conditions in a central hub.
Grant typesLedgy allows you to grant different subtypes of equity to your employees.
How do I set up a vesting schedule, and what different vesting types exist?Learn 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 sharesYou can grant phantom shares, they are also referred to as virtual shares or VSOP / vESOP (Virtual Employee Stock Option Plan)
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 roundingCustomise your vesting rounding per plan or by grant, depending on your needs.
How to pause vesting when an employee takes a temporary leave (e.g. parental leave)?Employees do not always stay for the full vesting schedule of their options. Keep track of instances when employees go on temporary leave.
As a company owner or admin, how do I equity settle / exercise a stakeholder's grants?Manage grant exercising in Ledgy with automated documents, digital signatures, and transparent stakeholder communication.
How does exercising work on Ledgy?Open an exercise window, receive exercise requests, automatically create documents and send them out for signature. Enjoy the automation!
How can I submit an exercise request via the Employee Dashboard?A comprehensive guide for employees to navigate the process of exercising their options in Ledgy.