Creating a cap table and applying a vesting plan has never been easier! To help you start, below are the steps to apply a vesting plan on Eqvista.

Step 1: The first thing you need to do is log into your Eqvista account and select your company. From the Dashboard, click on “Cap table” and then on “Vesting and plans” under the drop-down menu. You will reach the following page where you can see all the vesting plans created.

Note: Click here to learn how to create a vesting plan

Vesting and plans

Here, click on the “view plan” button of the plan that you want to apply on an issuance. In this case, we clicked on the “General Plan” option. 

Step 2: By doing this, you will be redirected to the following page where you can see all the details of the vesting plan. On the right-hand side, you will see a button stated “Actions”. After clicking this, a dropdown menu will appear. Choose the option “Apply plan”.

Apply vesting plan

Step 3: A new page will appear allowing you to choose the security type and class to apply the plan. In this case, we selected “equity class” as the security type and “ESOP” as the class, as below:

Equity Class

Another section would appear showing you the issued share grants that currently do not have a vesting plan. If you wish to apply this vesting schedule to the grants, click on “Apply Plan” beside the share grant.

Step 4: When you click on “Apply plan”, a field appears near the grant details so that you can add the date of when the vesting plan is applied.  

Apply plan

In this case, we added the date of when the plan begins and clicked on the button “Submit”.

Step 5: After this, you will be redirected to the page with the updated plan details including the grants in the plan at the bottom of the page. 

updated vesting plan

And just like this, you can easily apply a vesting schedule to a grant issuance. If you want to know more or understand any other process, check out the other support articles here or contact us today!

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