Generic selectors
Exact matches only
Search in title
Search in content

How To Create A Holding For Your Incentive Plan

Learn how to create a Holding 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 create a Holding for
  • Click on the “Holdings” tab
  • Click “+ Create Holdings” button

Step 2: Holding Details Form

  • Fill in the required fields starting with the Holder, Pool, Grant / Effective Date, Total Amount
  • You can add as much details as you’d like by completing the entire form including, using a Vesting Schedule that you’ve created, Vesting Start Date, Legend, and attaching documents and notes
  • Click the “Save” button
This completes the process of creating a Holding for your Incentive Plan
equa logo
Copyright © 2022 Equa - All Rights Reserved. Version 37.0.2
This site is operated by Equa, Inc. (“Equa”), which is not a registered broker-dealer. Equa does not give investment advice, endorsement, analysis or recommendations with respect to any digital securities. All securities and digital securities managed by Equa platform are offered by, and all information related thereto is the responsibility of, the applicable issuer of such security or digital securities. Neither Equa, Equa Start nor any of its officers, directors, agents and employees makes any recommendation or endorsement whatsoever regarding any securities or digital securities on the Equa platform or app. Nothing on this website should be construed as an offer, distribution or solicitation of any securities or any digital securities. Equa does not provide custodial services in connection with any securities or digital securities.