Getting Started
An overview of features and functionality.
User Guides
Guides to help you use the platform and answer your questions.
Product Updates
Release notes for new features and functionality.
Startup Banking
Solutions that grow with you at every stage
Learning Hub
Learn everything from equity grant types to how convertibles work.
Stakeholder Information
Everything your shareholders and employees need to know.
User Guides
Cap Table
Stakeholders
Participant portal dashboard
Share Transactions
Equity grants
Vesting
Plan Management
Exercise and Releases
Round Modeling
Convertible Instruments
Warrants
Board Approvals
Documents
Reporting
Compliance
FAQ's
Company Settings
Vesting
How do I set up a time-based vesting schedule?
How to create a milestone vesting schedule?
How to accelerate vesting?
What is Milestone vesting?
How do I edit or delete a milestone?
How do I add grants with milestone vesting schedules?
How to edit the grants with milestone vesting schedules?
How to bulk add milestones?
How do I evaluate milestones?
Milestone Vesting - Quick Guide