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How To Create A Custom (Relative) Vesting Schedule

Learn how to create a Custom (Relative) vesting schedule for your Incentive Plan in the Equa App.

Prior to getting started, you will need the following:

Step 1: Getting Started

  • Hover over “Capitalization” in the main navigation bar, then click “Incentive Plan” in the drop-down menu
  • Select the Incentive Plan you want to add your Custom (Relative) Vesting Schedule
  • Click on the Vesting Schedule tab
  • Click the "+ Creating Vesting Schedules" button

Step 2: Pool Details Form

  • Select "Custom (Relative)" as the Schedule Type and fill in the required fields
  • You can add as much details as you’d like by completing the entire form including attaching documents and notes
    • You can see a visual representation of the vesting schedule start once you have filled out all the required information and the preview start date
  • Click the “Save” button
This completes the process of creating a Custom (Relative) Vesting Schedule
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