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

Still need help?

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

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