How do I expand or increase the number of shares allocated in an equity pool?

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Last Update a year ago

Go to Capitalization > Equity Pools.

Once you are in the Equity Pools page, select the equity pool that you want to expand. In the example below, we want to expand the equity pool called "Advisor Pool - Fixed."

Go to the Shares field and expand the pool by increasing the number of shares indicated and then click Save.

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