How to manage your company's equity plans | support.carta.com

How to manage your company's equity plans

You’ll need an equity plan approved by your board and shareholders if you’d like to be able to offer equity to your employees.

Carta makes it easy to manage the size of your option pool and other plan details in-app.

Select an option for more information.

keywords: employee stock option plan, stock option plan, ESOP

✨ Create your equity plan on Carta

• Enter existing plan details
• Amend option pool size
• Add repurchase period for RSAs
• Terminate a plan
• Add shareholder consent
• How to update plan PTEP values and repurchase period
• How to move available shares between equity plans using pour overs

🔍 What is an equity incentive plan?