How to set up an Equity Plan / Option Pool

Step 1: To create or edit an equity plan, click into the left menu dashboard. Click “Equity Plans” and then “Plans and Vesting” how-to-set-up-an-equity-plan-option-pool-1

Step 2: To add a new plan, click “New Equity Plan.” Enter the appropriate details. 


To edit an existing plan, hover over the plan and click “edit.”



Step 3: Press “Save.”

Was this article helpful?

Related Articles