Granting options

Once you have created a pool, you can grant options from it.

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Methods for granting options

Methods for granting options

  • Granting options on the Pools page
  • Granting options on the Grants page
  • Granting options on the Transactions page

Note: Before adding a granting transaction, confirm that you have already created the Pool from which you want to grant. Learn how to create a pool.

For each of the options above, you will find below the 1st and 2nd steps necessary to reach the "Grant options from pool" window. Once on this window, the subsequent steps (3-7) are the same for each of the options and can be found at the end of the page.

Granting options on the Pools page

  1. Go to the Equity Plans > Pools page
  2. Hover over the Pool you want to grant options from, click on the Grant options icon on the right-hand side, and the "Grant options from pool" window will appear

Follow steps number 3-7 below

Granting options on the Grants page

  1. Go to the Equity Plans > Grants page
  2. Click on the Add grant button on the top right corner, and on the "From pool" field, select the Option pool. You’ll then be in the "Grant options from pool" window

Follow steps number 3-7 below

Granting options on the Transactions page

  1. Go to the Ownership > Transactions page
  2. On the Pool creation transaction, on the right-hand side, click on the Three Dots Menu > Grant options, and the "Grant options from pool" window will appear


    Follow steps number 3-7 below
  3. In the "Grant options from pool" window, fill out the relevant fields:
      • Stakeholder: the stakeholder or legal entity to whom you want to grant options

      • Beneficiary (optional): the beneficiary stakeholder, in case the options are granted to a legal entity that has a beneficiary

      • From pool: the pool from which you want to grant options (this field will be predefined with the name of the pool on which you have clicked on the "Grant options" icon)

      • Granted amount: the number of options to be granted to the stakeholder

        Note: below the Granted amount field, you may see an indication of how many options are still grantable from that specific pool. For example, if it says "Available: 900", it is an indication that there are still 900 options grantable from the selected pool

      • Grant date: the date on which the grant was allotted to the stakeholder

      • Expiry date (optional): the date at which the options lapse/expire

      • Strike price (optional): the price per option that the stakeholder will have to pay if they want to exercise their options in the future

      • Purchase price (optional): the price per option that the stakeholder has to pay to acquire it

      • Currency (optional): the grant transaction's currency (if different from the company's base currency).

        Note: If a currency is selected, it will be necessary to insert the exchange rate between the two currencies

  4. (Optional) Click on Document templating and signature workflow and activate the respective toggles if you would like to create a transaction document(s) from templates and prepare signature requests for the same transaction documents. To learn more about how to use workflow automation, read our article.

  5. (Optional) Click on Vesting to add a vesting schedule. On the Type field select Time (simple), Time (custom), or Performance, and fill out the relevant fields. 

    Note: The options Time (custom) and Performance are only available for the Growth and Scale plan. If you are currently on the Launch plan and you are interested in upgrading to the Growth or Scale plan, follow this link.
  6. (Optional) Click on Documents if you wish to add any files related to the grant transaction

  7. (Optional) Click on Internal Note if you want to add any note related to the transaction