How To Add A Holding For Your Incentive Plan

Learn how issue 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
  • Click the “Add Holding” button
Step 2: Holding Details Form
  • Fill in the required fields and provide as much information as you’d like.
    • If you wish to override the vesting schedule from the selected Pool, you can enable a Custom Vesting Schedule by clicking on the toggle bar and filling in the required information.
    • You can further customize it by clicking on the Vesting Cliff and Custom Amount Vested at Cliff toggle switches
  • Click the “Save” button

This completes the process of adding a holding for your incentive plan

Still need help?

Email one of our Equanaut support agents at, and we can assist you further there.
Thank you.

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