How to add custom vesting to existing interests
Carta LLC users with Full administrator permissions can now add a personal touch to ownership interests through custom vesting plans. Follow the steps below to create a custom plan and add it to one or more interests with vesting enabled.
Navigate to Cap table > Interests and interest types.
Click the row tools button to the right of the applicable interest and select Correct vesting plan.
Gather the required information and click Next.
For security and audit purposes, enter a reason for the correction and verify the issued quantity. Click Next.
To create a vesting plan from scratch, enter the Quantity, input the Service date, and select any applicable Performance conditions for each tranche. To add a new tranche, click +.
One or more performance conditions can be selected from those previously created on the Vesting page. If more than one condition is selected, indicate whether vesting requires one or all conditions to be met.
To build a vesting plan off of an existing template, click Import template.
Select a template from the list and enter a start date (if applicable). Click Import.
The fields will populate with the template information. Make any desired changes and click Next.
Review the vesting plan details and click Submit.