How to add an equity module to the menu

Add other equity types such as share grants, options, warrants & RSUs to your Capdesk account

In order to add a new equity module to your Capdesk account firstly navigate to the 'Settings and Add-ons' page found under the 'Settings' header in the left-hand menu. From here you can then add the equity modules you require.

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The add-on options available to you are:

  • Convertible Notes
  • Options
  • Share Grants
  • Warrants
  • Phantom Shares
  • RSUs

To enable an equity add-on, tick the relevant check box and select 'Save'.

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The equity module will now appear in the left hand side menu under the 'Equity Awards' heading.

Please note, once enabled, the convertible notes add-on will appear under the 'Ownership' heading.

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If you need further assistance, you can reach out to us by submitting a support ticket.