Add other equity types such as share grants, options, warrants & RSUs to your company's account.
1. Navigate to Settings > Settings and Add-ons.
2. Check the boxes for the equity type you would like to enable. The following options are available:
- Convertible Notes
- Options
- Share Grants
- Warrants
- Phantom Shares
- RSUs
- EIS/SEIS
3. Click Save. The equity module will appear in the left-hand side menu, under Equity Awards. The Convertible Notes module will appear under Ownership.
Please note, after recording a transaction of that type, you will not be able to disable the add-on. Enabling an add-on will not incur in additional subscription fees. |
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