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  1. Capdesk Support
  2. Employee Plans

Employee Plans

General (administrators)

  • How to open exercise window for multiple option and warrant grants
  • How to set a deadline limit signing documents on Capdesk
  • How to add an equity module to the menu
  • How to add an incentive pool
  • How to create an equity plan
  • Vesting schedule types for grants
See all 14 articles

General (stakeholders)

  • What can you see on the "Dashboard" page?
  • How to sign a document as a witness on Capdesk
  • How to Accept a Grant as a Grantholder on Capdesk
  • How to exercise your vested equity (stakeholders only)

Options

  • How to issue option grants
  • How to cancel option grants
  • How to exercise an option grant as an administrator
  • How to update optionholder details

Warrants

  • How to issue warrants
  • How to cancel a warrant grant
  • How to exercise a warrant grant

Share Grants

  • How to issue share grants
  • How to cancel a share grant

Phantom Shares

  • How to issue phantom (virtual) shares
  • How to execute signing for Phantom Shares

RSUs

  • How to enable and add Restricted Stock Units (RSUs) plan
  • How to issue offline Restricted Stock Units (RSU)
  • How to execute signing for Restricted Stock Units (RSUs)

EBT

  • How to issue equity grants out of an employee benefit trust (EBT)
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