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 presets for parameters that are repeated across the grants in one plan. Better control the accuracy and speed up the import process.

Adding 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 🇬🇧

Safe administration time by creating and evaluating performance vesting conditions in a central hub.

Centralise your vesting performance 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

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

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, such as parental leave, sabbatical, or unpaid leave.

How to pause vesting

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.

As a company owner or admin, how do I equity settle / exercise a stakeholder's grants?

Open an exercise window, receive exercise requests, automatically create documents and send them out for signature. Enjoy the automation!

How does exercising work on Ledgy?

Learn how to exercise your stock options by selling shares to cover costs or sell all your shares in one go - a simple way to exercise without upfront payments.

How do I exercise and sell to cover or sell all my stock options?

Product Team

Exercising

Website

Contact / Imprint

YouTube

Back to Ledgy app

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.