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.
The add-on options available to you are:
- Convertible Notes
- Share Grants
- Phantom Shares
To enable an equity add-on, tick the relevant check box and select 'Save'.
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.
If you need further assistance, you can reach out to us by submitting a support ticket.