Creating a pool from multiple stakeholders’ shares

Ledgy supports the creation of pools from multiple stakeholders' shares.

  1. Go to the Equity Plans > Pools page
  2. Click on the Add pool button on the top right corner and a new window will appear
  3. Fill out the relevant fields and under "Source" select Reserved shares and the first stakeholder whose shares will be allocated to the pool
  4. Click Save
  5. Back on the Pools page, next to the Pool's name click on the Three Dot Menu > Increase pool
  6. Under "Source", select again Reserved Shares and input a different stakeholder from whom shares should be allocated to this pool