Diego-Azevedo
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Articles
Recent activity by Diego-Azevedo-
Placeholders Used in Grant Agreements Templates
In Capdesk, you can easily create personalized documents and send them to your grantholders to sign. The agreement templates are referred to as Dynamic Documents. Dynamic documents are reusable tem...
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Viewing and Modifying Stakeholders' Details
View stakeholders' personal details and check if they already signed up for Capdesk in one page. When a new individual is added on your cap table, their personal information such as address, countr...
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Cancelling Shares (Via Import File)
You can import share cancellations in bulk using an excel spreadsheet available in Capdesk. Shares cancellations can be easily reflected in the platform individually or in bulk. Capdesk also allow...
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Fractional Vesting
When using phantom shares, companies can opt for a vesting schedule with fractional numbers. You are able to issue equity with fractional vesting utilising our Phantom (Virtual) Shares feature in ...
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Employee Equity Emails
Capdesk sends a series of engagement emails to employees to keep them informed about their equity. Capdesk will check for changes daily and emails are sent out at 9 am UTC only once a day. These a...
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Uploading Historical Filings (Companies House & HMRC)
This is useful when companies have Companies House or HMRC filings that were not generated in Capdesk. Store all historical Companies House and HMRC filings in one place. We support the following ...
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Keeping Track of Online Exercises
Capdesk offers you a place in which you are able to have an overview of the current grantholders with exercises windows open and/or active online exercises. Keeping track of the individuals who su...
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Issuing Equity Awards From An Employee Benefit Trust (EBT)
Recording options, share grants and warrants that are issued out of an Employee Benefit Trust (EBT). Some companies issue equity awards out of an EBT rather than an Incentive Pool. If your company ...
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Creating a Performance-Based Vesting Schedule
If you are looking into recording a grant whose vesting schedule is not based in time, you can create easily create a performance-based vesting schedule. The performance-based vesting schedule allo...
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Placeholders for the Share Certificate Template
This article explains the placeholders required in the share certificate template. The template itself is referred to as a Dynamic Document - this means that each placeholder in the document will r...