There are six different pre-set vesting plans to choose from or create your vesting plan in Eqvista. 

Here is one such basic vesting plan:

Step 1: Log into your Eqvista account and select the company account to view the vesting plan. On the dashboard, click on “Cap Table” on the left-hand side to get a drop-down menu. Then click on “Vesting and plans” to view already pre-set plans available that would save time.

Vesting and plans

Step 2: Apart from viewing existing pre-set plans, click on “New Vesting Plan” to create a new plan and if you have created one, you will see them there. Check out our support guide to learn how to create a new vesting plan on Eqvista.

New vesting plan

Step 3: Once you click “View Plan”, you can get the overview of the plan along with details such as name, type, created at, and description

Note: If you want to edit the plan, you can modify the plan by clicking “Actions”. Check out our support article on how to modify the vesting plan on Eqvista.

Vesting plan details

The description includes details for the vesting plan 1/24 monthly, no cliff as an example:

  • Vesting Period (months): After a period of 24 months, the shareholder gets complete ownership of the asset.
  • Cliff (months): There is no cliff period for the shareholder to get the first portion of the share.
  • After Cliff, vest every (months): After 1 month, the next portion of the asset will be given to the shareholder. 

Step 4: The vesting schedule can be implemented while issuing equities, options and warrants by clicking “Yes” for if you need a vesting schedule and selecting the plan. 

Note: You can add a vesting schedule while issuing shares, options and warrants. Check out the respective support articles to learn about this.

vesting time

After selecting the plan, choose the vesting start date and any restrictions for issued equities.

Note: If you have issued equities, you need to choose Restrictions – No restrictions, Restricted Stock Units, Restricted Stock Awards and Phantom Stock. Check out the respective support articles to learn about this.

Step 5: On the vesting and plans page under Cap Table, you will see all the grants that are vested under the plan based on the type of security – Equity Grants, Warrant Grants and Option Grants. Then, click on “Warrant Grants” to see the details of the grant vested under this plan.

Warrant grant

Step 6: To see the vesting schedule of the plan, click on the grant nameCW-003” and you will be redirected to the warrant grant details page with the vesting schedule.

Warrant grant details
vesting schedule

Step 7: The vested option grant can also seen by clicking “Securities” on the left-hand side to get a drop-down menu. Then, click on “Warrants” and you will reach the page with the vested option grant under the plan.


Further to the plan that was discussed above, the other 5 vesting plans—vesting plan 1, vesting plan 2, vesting plan 3, vesting plan 4, and vesting plan 6 —have similar processes.

To know more about Eqvista’s processes, check out our support articles and knowledge base. For further queries, get in touch with us!

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