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How To Create An Incentive

Learn how to create an Incentive for your Incentive Plan in the Equa App.
 

Prior to getting started, you will need the following:

Step 1: Getting Started

  • Hover over “Capitalization” in the main navigation bar, then click “Incentive Plan” in the drop-down menu
  • Select the Incentive Plan you want to create an incentive for
  • Click on the “Incentives” tab
  • Click “+ Create Incentives” button

Step 2: Incentive Details Form

  • Fill in the required fields starting with the Type, Name, Abbreviation, and Approved Equity
  • You can add as much details as you’d like by completing the entire form including attaching documents and notes
  • Click the “Save” button
This completes the process of creating an Incentive
Still need help?
Email one of our Equanaut support agents at support@equa.global, and we can assist you further there. Thank you.
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