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. 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 base price in the Advanced Terms section if you have that information
If relevant, add in the following also:
Vesting;
Acceleration;
Legends.
Once you finish filling out the details, click Save & Continue. The grant will then appear on your Drafts page (left navigation). You can review it by clicking on the grant ID.
4. After reviewing, hit Add to Cap Table.
