Add & track option schemes and grants
This is a short guide on how to add details of a pre-existing option scheme and grants under that schemes, to Kudocs.
This is not a tool for creating schemes or granting options (you need to do that off line, with relevant professional help). This is a tool to add details of schemes and grants to Kudocs to model & track how the options vest over time and how that impacts the cap table.
You can add:
- multiple schemes
- multiple grants
- multiple grants under multiple schemes
- multiple grants and schemes to option holders
Kudocs will model the vesting for you prospectively and retrospectively. That means you can add details of schemes that are fully vested, partly vested or will vest in the future.
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How to add details of option schemes and grants
Add details of the option schemeMore detail
Add details of any grant(s) under the schemeMore detail
These can have happened in the past and be fully vested and/or lapsed. Or they can be currently vesting or due to vest in the future. You input the key dates into Kudocs and it will model the vesting schedule and allocate the options in real time.
Add details of the number of options granted, immediate vesting (if any), cliff, vesting schedule and option holders.
You will then be able to see the grant under the scheme as well as on the relevant stakeholder pages of any optionholders.