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How to create a vesting schedule
How to create a vesting schedule

Cap table | Vesting schedule

Wendy Canady avatar
Written by Wendy Canady
Updated over a week ago

Vesting refers to earning of share-based compensation over time by employees or service providers. Shares or options promised to employees are typically not given out immediately but instead are earned over a period of time or based on performance objectives, much like cash compensation. The steps below outline how to set up a vesting schedule in Cyndx Owner.

Navigate to the Vesting Schedules page

  1. Sign in to Cyndx and go to the Owner tab

  2. On the left-hand navigation bar, click the Securities drop down

  3. From the Securities drop down, click the Manage drop down menu

  4. From the Manage drop down menu, click on Vesting Schedules

  5. On the Manage Vesting Schedule Templates page, click the + Create Template button

Create Vesting Schedule


6. Name the Vesting Schedule and choose the appropriate vesting type

7. Fill in the required details

8. Click Create

Example

Create Vesting Schedule Template

See also: Once I've created a vesting schedule, how do I view my vesting schedule?, and how do I delete a vesting schedule?
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Read more about vesting schedules in our Cap Table Glossary

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