video1.0<iframe src="https://www.loom.com/embed/a30da3b3bed84402ab770cc8e21c6f02" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/a30da3b3bed84402ab770cc8e21c6f02-602d41ae62cf0b5e-full.jpg712.5496Prerequisites: Create a share class first Authorized Capital: Creates new shares, increases fully diluted count Reserved Shares: Uses existing shareholder shares, no dilution increase Can exclude pools from cap table view Set creation date, share allocation, and attach documents Creating Plans: Branch from existing pools Separate plans for different jurisdictions, grant types, or vesting schedules Configure strike prices, vesting schedules, and templates at plan level Enable automatic grant settings Key Features: Pool modifications (increase/decrease) for future financing rounds Multiple plans per pool for organizational flexibility Document tracking and internal notes Ready to issue grants once pool and plan are established