Create an option pool and issue grants
4 min read
An option pool lets you grant equity to employees and advisors. Capfold tracks the pool and each grant's vesting so your numbers stay right.
Set your pool size
In the cap table, select Option pool, then enter the number of shares reserved for the pool.
Create a grant
Select New grant, choose the recipient, and enter the number of options and the grant date.
Set the vesting schedule
Choose a schedule - for example four years with a one-year cliff. Capfold calculates vested and unvested amounts as time passes.
Review the pool
Your option pool view shows granted, remaining and vested totals, all reflected on the fully-diluted cap table.
Tip. Capfold updates vested amounts automatically over time, so you never have to recalculate a vesting schedule by hand.
This guide is an illustrative placeholder and will be verified against the live product before launch. Exact screen and button names may differ.