What's new?

You can now create a custom vesting plan for a particular interest.

What's important or valuable about this change?

Instead of creating a new vesting template, you can now create a custom vesting plan for an interest to accommodate a bespoke vesting schedule with time and performance conditions specific to the holder’s interest agreement. 

What do I need to do?

Navigate to the Interest Details of the interest you want to customize the vesting plan for and then click on the Vesting tab. Click the Correct vesting plan button in the top right.

You can customize the vesting plan for this particular interest granted to this interest holder.

How do I learn more or get help?

For more information on vesting schedules, visit our support site.