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How do you add different vesting schedules to securities?
How do you add different vesting schedules to securities?

Instructions on standard Vesting Schedules, Custom Vesting and Milestones

Michelle Chu avatar
Written by Michelle Chu
Updated over a week ago

Provided below is the vesting schedule broken down into two parts:

  • Vesting Schedule Page: Showing how you can add a set vesting schedule for your company to be used for current and future securities.

  • Custom Vesting/ Milestones: This would be a manual process of entering all the details yourself and including the dates and amounts vested or in milestones case write down the milestones and amount vested when the milestone has occurred.

  1. Vesting Schedule page located on the left nav bar - Video provides a walk through on what our Vesting Schedule page supports and how you can add the schedules.

  2. Vesting schedule located on the securities with details explaining custom vesting and milestones: Video walks through how to manually add a vesting schedule and how to add a milestone vesting.


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