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 “View plan” for the plan that you wish to duplicate.

Step 2: Once you do this, you will reach the page where you can see all the details of the plan you selected, as below.

Step 3: On this page, click on “Actions” and a mini drop-down menu will appear. Click on the option that says “Duplicate plan”.

Step 4: The moment you do this, a pop-up window will appear as shown below.

You will have to create a new name for the plan that will be duplicated. Once you add a name, click on “Submit”.

Step 5: With this done, you will be redirected back to the page where you can see all the vesting plans. From here, you will be able to see the vesting plan that you just duplicated. You can check the details of the plan you just duplicated by clicking on “View Plan” here as well. 

And just like this, you can easily duplicate a vesting plan for another share issuance in your company on Eqvista. To know more about how to use Eqvista, check out the support articles here!