How to Create Vesting Schedules in Templates
We created a custom vesting schedules to simply the onboarding process for founders. When you begin set-up, you will be asked to input custom vesting schedules prior to importing via Bulk Import Method. How to enter custom vesting schedules:
- Select "Add Standard Schedule"
- Vesting schedule name
- Vests on day of the month type
- Upfront Vesting: If upfront vesting, select yes and enter in upfront vesting amount (in percentage or # of shares)
- Cliff in months
- If custom amount vested at cliff select yes and enter amount
- Comment: Any comments (for milestone or vesting information)
- In your security, select the correct vesting schedule from the drop-down menu.
Please note: In order to successfully import your cap table via Bulk Import Method, ensure that all your vesting schedules are inputted.