Create a Vesting Plan

Step 1: Log into your account on Eqvista, select the company profile, and you will be directed to the dashboard of the company where you can begin the process.  Now before we can move ahead, it is important to note that there are two ways you can create a vesting plan. Both have been explained
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Create a Time-Based Vesting Plan

Step 1: Start by logging into your Eqvista account and choosing the company profile you want to issue shares to after creating the time-based vesting plan. As soon as you get to the dashboard, click on “Cap table” from the left-hand side of the panel, and choose “Vesting and plans”. You will then be directed
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Create a Hybrid Vesting Plan

Step 1: The first thing that you need to do is log into your Eqvista account and choose the company profile you want to issue the shares using the hybrid vesting. To do this, click on “Cap table” from the left-hand side of the panel and a drop-down menu will appear. Here, click on the
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Modify a Vesting Schedule

Here is the step by step guide on how to modify a vesting schedule. Step 1: Login into your account on Eqvista and select the company profile that you want to modify the vesting schedule. From the company’s main dashboard, select the option “Cap Table” and a drop-down menu will appear.  From this menu, select
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Create a Vesting Schedule for RSUs

Step 1: Log into your account on Eqvista and select the company profile. From here, you will be directed to the dashboard of the company where you can then begin the process.  When you reach the dashboard, click on “Cap table” from the left-hand side panel for a drop-down menu to appear. Here, select the
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Apply a vesting plan

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
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Duplicate a vesting plan

Step 1: Log into your Eqvista account and select your company profile. On the dashboard, click on “Cap table” and then on “Vesting and plans”. Once you do this, you will be directed to the following page. On this page, you will see all the various vesting plans available. Click on the button that says
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