Follow the guide! 🧑🏫
At the end of this tutorial, you will have :
- an updated capitalisation table ✅
- an up-to-date register of share movements (RMT) ✅
- up-to-date shareholder accounts ready to be consulted by the beneficiaries of the allocation✅
1. Create new objects on Equify (securities, pools, holder accounts)
2. Record the allocation transactions
3. Import your signed documents
Create new objects on Equify (securities, pools, holder accounts)
If your securities, pools and accounts have not been created, they must be created beforehand.
1️⃣ Creation of the new security
If you are granting this security for the first time, or if it is a new type security (different vesting conditions, different denomination), the security must be created.
📚 Add a security
2️⃣ Creating the new pool
If the security to be allocated come from a new pool, a new pool must be created.
📚 Add a pool
💡 A pool corresponds to a delegation granted to the President.
- If you are allocating this security for the first time, you must create a pool.
- If you have already allocated this security, you must check whether the new security come from an existing pool or whether a new pool must be created following a new delegation.
3️⃣ Account creation
If you are going allocate securities to employees who do not yet hold shares in the company, you need to create a holder account for them on Equify.
📚 Add an account
Record the allocation transactions
In this step, you select the accounts concerned with the title, the pool.
Add a transaction with the blue button on the top right "Add +" > select "Allocation"
📚 Add a transaction
➡️ At the Details stage, choose the date of the grant, select the security and the pool (if necessary).
➡️ At the Accounts stage, select each account (if there is more than one holder in your grant, you can add additional lines), the quantity granted and the vesting start date.
The vesting start date can be different for each account.
Import your signed documents
At the document stage, you can directly import your documents that have been signed beforehand or have them signed via Equify via templating.
📚 How to prepare a document for templating?
If you import documents that have been signed beforehand, you can choose to share it with the accounts or not. If you share them, the holder will be able to see the document in his space if he has access to it.
If the document are already signed, you can skip the signatures stage.
At the finale stage, you can create a new event or link the transaction to an event that already exists.