Add other equity types such as share grants, options, warrants & RSUs to your company's account.

 

1. Navigate to Settings > Settings and Add-ons.

 

2. Check the boxes for the equity type you would like to enable.  The following options are available:

  • Convertible Notes

  • Options

  • Share Grants

  • Warrants

  • Phantom Shares

  • RSUs

  • EIS/SEIS

 

3. Click Save. The equity module will appear in the left-hand side menu, under Equity Awards. The Convertible Notes module will appear under Ownership.