Maintain your records
Configure vesting schedules and acceleration
Enter monthly, quarterly, annual, or custom vesting schedules and record acceleration terms for equity awards in Cap Table.
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Choose the schedule and start date
Open the security form and review the vesting fields for the selected instrument. For a time-based schedule, choose monthly, quarterly, or annual cadence and enter the duration in months and cliff. Standard option and RSU forms use the grant date as the schedule start; restricted-share forms offer a separate Vesting start field.
For restricted shares, the issue date and vesting start can differ. If an award’s actual schedule cannot be represented by the standard grant-date schedule, use explicit custom tranches and review their dates against the agreement. Check the first vesting date and full-vest date after saving, especially when the start date falls near the end of a month.
Enter a custom dated schedule
Choose Custom tranches when the schedule cannot be represented by the regular cadence. Add each vesting date and its share quantity. The rows must cover the applicable schedule quantity; review the total shown by the editor. A schedule can contain up to 120 tranches.
For a 12,000-unit grant, a simple custom example is 3,000 units on the first agreed date and 9,000 on the second. Do not enter a percentage in a field asking for shares. Custom dates represent recorded vesting steps, not an engine that verifies performance milestones.
Record acceleration terms
Choose the acceleration trigger and the percentage of the unvested balance that accelerates. Single-trigger and double-trigger terms are distinct. Use the agreement’s percentage and conditions, and keep the agreement attached.
These terms are used by the exit scenario’s change-of-control assumption. Ordinary time-based vesting does not automatically accelerate merely because a scenario is saved. Read Vesting acceleration explained before comparing exit cases.
Respect exercises and settlements already recorded
When correcting a schedule, review earlier exercises, settlements, and cancellations. The app can refuse a schedule that would put an already recorded exercise ahead of available vesting. Correct the inaccurate record rather than erasing a valid transaction.
Review the holder’s vesting display, upcoming calendar, plan balance, and affected reports after saving. Use History to distinguish the effective dates from the date the correction was entered.