Learn how to add and manage vesting schedules!

Vesting Schedule details vary from organization to organization, which is why they’re completely flexible and customizable in Unity Entity Management.

To create a new Vesting Schedule for an entity:

1. Open the record and then select Securities > Vesting Schedules

2. Click +New and enter a Schedule Name, the Length, and the Interval

3. Click ‘Add Scheduled Event’ to add a custom cliff or other event

When ready, click Preview to review the details. Unity Entity Management will automatically break down the schedule based on the information you’ve entered.

If you’re happy with this information, click Save. If you’re setting up an Employee Share

Option Plan, the next step would be to create an Option Plan.

Note: The Preview in the Vesting Schedule can also be especially helpful to use as a calculator for seeing when Options or Warrants are vesting, and what is available to exercise.  Simply change the Start Date and Grant Amount in the Preview section to calculate Exercise totals.