This article is relevant to you if:
You want to record phantom stock that have already been signed off of Pulley.
You want to record phantom stock that comes from a phantom stock plan.
Pre-requisites:
Phantom stocks will require a Phantom Stock Plan, click here to learn how to set up a Phantom Stock Plan
Hit +New → Add signed agreements to cap table (Existing Contract).
2. Select Phantom Stock.
3. Fill out the details using the Form or Spreadsheet mode → Save & Continue. The security will then appear in your Contracts.
Some things to make sure of when you are filling in those details:
That the Certificate prefix you fill in matches the prefix for the share class;
That the par value for the corresponding share class is added to each security;
Add in the price/ share if you have that information
If relevant, add in the following also:
Vesting;
Acceleration;
Legends.
4. After reviewing, hit Add to Cap Table.