How to manage vesting and performance conditions

Learn how to create and manage vesting schedules on Carta, both when drafting securities or when creating templates for later use.

Pause or accelerate vesting on existing securities, apply custom hybrid date-milestone schedules, and set up performance conditions for RSAs, share certificates, NSO, RSU, Phantom equities and PIU grants.

Click on a topic below to learn more.

Create a vesting schedule Create a vesting schedule for an existing security Manage performance conditions How to configure vesting conditions Manage vesting schedule templates Create a vesting schedule template Attach a vesting schedule template to a security Modify vesting Pause vesting Accelerate vesting 🔍 What is vesting and how does it work?🔍 Does Carta track historical vesting schedules?How to create a fully vested vesting schedule