Working with Stock Plans

Tutorial

Adding a stock plan

To add a stock plan, head to the Cap Table tab on the left panel. Select Plans and Equity Awards from top. Here, click the button 'Add Plan.'

Editing a stock plan

To edit a Stock Plan, head to the Cap Table tab on the left panel. Select Plans and Equity Awards from top, then click the name of the Stock Plan you want to edit. Towards the top is the button to 'Edit Plan.'

Amending reserved shares

An amendment is done by editing an existing stock plan's reserved shares. To view previous amendments, go to Ownership > Plans & Equity Awards, click on the stock plan name to inspect it.

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