Ledgy

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

Equity plans: Pools vs Plans

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

Creating a pool

Reduce the manual overhead and mitigate human error by automating your equity grants.

How to Configure Automated Granting

Pools can change over time, and more shares might need to be allocated as the company grows. Ledgy supports increases in pool size.

Increasing a pool's size

Learn how to set up Employee Benefit Trusts with trustees or nominees in Ledgy to manage employee equity awards efficiently.

How to set up an Employee Benefit Trust (EBT) in Ledgy

Equity pools can change over time as your company develops, and you may need to reduce the number of shares allocated to a pool. Ledgy makes it easy to decrease…

Decreasing a pool's size

Simplify Dutch equity management: Learn to set up a STAK Foundation in Ledgy, manage depository receipts, and optimise reporting.

How to set up a STAK Foundation in Ledgy

This article explains how to exclude a pool of shares from the cap table and, thus, from the company valuation.

How to exclude pools from the cap table?

Sometimes you may want to create a pool from the shares of specific individual(s) instead of from your treasury. Ledgy supports this.

Creating a pool from reserved shares of one or more stakeholders

From a selected pool, you can create one or more plans to differentiate grant types, define grant presets per plan, among others.

Creating a plan

Create reusable presets for grant parameters like vesting, pricing, and document workflows to speed up imports and improve accuracy.

How to add Grant Presets to your Plans?

Learn how to set up and manage Enterprise Management Incentive (EMI) plans in Ledgy, including valuations, grants, and  compliance reports.

The EMI scheme in the UK 🇬🇧

Create performance conditions centrally, attach them to plans or grants, and evaluate them to update all connected transactions at once.

How do I create and manage performance-based vesting conditions?

Add document templates as grant presets per plan

Adding Document Templates to your Plans

How to create equity pools and plans in Ledgy, covering the difference between authorized capital and reserved shares, how to exclude pools from the cap table, and how to set…

How to add pools and plans

Customize plans in Ledgy to streamline grant creation. Set default configurations at the plan level to avoid repetitive data entry and maintain consistency across all grants.

Customising your equity plans - video tutorial

This tutorial explains how to create multiple equity plans within a single pool in Ledgy for efficient grant management across different employee groups.

How to add multiple plans to the same pool

This video shows how to create and manage vesting schedules in Ledgy, including time-based and performance-based vesting, custom parameters like cliffs and intervals, adjustments for life events, and using presets…

How to setup any kind of vesting schedule in Ledgy

Learn how to complete the equity settlement import template to process multiple RSU releases, stock option exercises, and other equity settlements in a single bulk upload.

How do I fill out the equity settlement import template?

Support Team

Frances Agoncillo

Javier Moisés Quirós

Set up pools, grants with automated vesting, and more

Equity Pools & Plans

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

Grant types

Learn how to set up a vesting schedule and the different vesting types

How do I set up a vesting schedule and what different vesting types exist?

Learn how to cash settle stock options, phantom shares, and other equity grants in Ledgy.

How to cash settle equity grants

Customise your vesting rounding per plan or by grant, depending on your needs.

Adding vesting rounding

Learn how to pause an employee's vesting schedule during temporary leave and how to adjust vesting for changes in working hours using FTE adjustments.

How to pause vesting and adjust for part-time (FTE) changes?

Learn how to grant stock options, phantom shares, warrants, and other equity types to stakeholders in Ledgy.

How to grant equity

Grants

Manage grant exercising in Ledgy with automated documents, digital signatures, and transparent stakeholder communication.

How do I equity settle or exercise a stakeholder's grants?

Learn how to open exercise windows, process employee exercise requests, automate document generation, and publish exercises to your cap table.

How to manage exercise windows and process exercise requests?

Exercising

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