To learn more about phantom stocks, read our explainer here.

  1. Go to Cap Table (left side nav) β†’ Share Class β†’ Select Add a Share Class

  2. For Section 1, select Exclude from Fully Diluted

  3. Fill out Section 2 and 3, then select Save & Continue at the bottom of the page.

Done! Now anytime you apply this share class to a security, you'll still be able to keep track of the share amount without affecting the fully diluted amount.

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