Administrators

Cap Table Management

• Funding Round Page Overview
• Cap Table Overview
• Creating Share Classes
• Creating Funding Rounds

Equity Plan Management

• Uploading Governance Documents
• Setting Up an EMI Plan: End-to-End Process
• Managing an Incentive Pool Authorisation
• Creating Grant Templates (Vesting Schedules)
• Creating an Equity Plan

Transactions Management

• Transactions Page Overview
• Priority Key Overview
• Difference Between Draft and Published Data
• Revoking Published Transactions

Stakeholder Management

• Getting Started with Compensation
• Access Settings for Investors
• Integrating Your HR System
• Viewing and Modifying Stakeholders' Details
• Merging Stakeholders
• Offboarding Employees

See all 18 articles