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How to record Phantom Stocks to the cap table
How to record Phantom Stocks to the cap table

Record Phantom Stock already issued to employees on Pulley

Lam Kuan Lau avatar
Written by Lam Kuan Lau
Updated over a week ago

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

  1. Hit +New β†’ Add signed agreements to cap table (Existing Contract).

2. Select Phantom Stock.

3. Fill out the details using the Form or Spreadsheet mode β†’ 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.

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