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)