How to create a security with multiple vesting conditions (Multi-triggers, multi-conditions)
You need to create a security whose vesting depends on both time condition, performance condition, and/or the occurrence of a specific event? Here are the steps to follow.
① Create the vesting conditions
Go to Equity Awards > Vesting Conditions > +Add a condition.

② Set up the different vesting conditions
In the example below, we choose to create two vesting conditions:
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A time-based condition with a standard vesting schedule

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A performance condition: 2 years of presence in the company

③ Create the security and link the relevant conditions
Click +Add > Security:

Choose the type of security you want to create and configure it:


At the Vesting step, select the vesting conditions to link:
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Indicate whether the security depends on a vesting condition
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Choose the condition to link to the security
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Choose the performance condition and its weight in the vesting

Click Save, then indicate whether there is an exercise window applicable in case of departure, and save the security.