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  2. Employee Participation Plans

How to create a pool?

Pools are where you allocate shares for your employee participation plans. Ledgy supports the creation of these through the Equity Plans page.

Go to the Equity Plans page and click Add pool, Ledgy supports all types of pools: stock, option, phantom and warrant. Note that Amount allocated for grants refers to the amount of shares allocated (not the cash amount). 

If you are creating a pool from existing shares or actually do not want to create a pool that issues new shares, click the toggle Use existing shares to create this pool. You will then be able to input which stakeholder this pool’s shares would come from.