This page gives you a complete overview of every agreement, its status, vesting progress, and all actions you can take on it.
You can access it from the left-hand menu under “Incentive agreements.”
What you can do on the incentive agreements page
On this page, you can:
View a summary of all incentive agreements in your company
Review programs and their agreements
Access detailed information for each agreement
Take specific actions depending on the agreement’s status
Manage stand-alone agreements
Let’s explore each part :
Incentive agreements summary
At the top of the page, you will see a summary panel showing key metrics across all incentive agreements:
Combined value of all agreements
Current share price (based on your company settings and valuation)
Total shares vested
Total shares remaining to vest
Total outstanding options across all stock option agreements
Total potential exercise value (the total cost for incentive holders if all outstanding options were exercised)
This summary helps you quickly understand how your entire incentive plan is evolving.
Programs and their agreements
Below the summary, you will find all your programs (e.g., stock option or Restricted Stock Award (RSA)) and the agreements attached to each.
Program details include:
Whether the program is approved
Type of equity included (Stock Options or RSAs)
Cliff duration
Vesting period
Each program serves as a container for multiple agreements issued under the same rules.
Agreements inside each program
For every agreement, you will see:
Receiver’s name
Vesting progress
Start date and end date
Expiry date
Status (Active, Terminated, Draft, Granted, Waiting for Manager, Complete, Expired)
Whether the stakeholder has been invited to Unlisted as a user or not
Terms of the agreement
Viewing agreement details
Click on any agreement to open its dedicated page.
There, you will see:
The full details of the agreement
What the stakeholder sees in their Portfolio (refer to the Portfolio article)
All documents attached to the agreement
Vesting timelines, values, and share information
This allows you to follow every agreement with full transparency.
Actions available on each agreement
Next to each agreement, the three-dot menu provides access to actions based on the agreement's type and status. Each action will open a side panel or a pop-up panel where you can do what you need.
Here is the complete list of actions:
Active stock option agreements
You can:
Mark shares as sold
Mark options as exercised
Delete and settle options
Terminate the agreement
Manage documents
Active RSA agreements
You can:
Terminate the agreement
Manage documents
Terminated stock option agreements
You can:
Mark shares as sold
Mark options as exercised
Delete and settle options (receive cash instead of shares, an alternative to exercising)
Manage documents
Terminated RSA agreements
You can:
Manage documents
Draft agreements (stock options or RSAs)
You can:
Edit the draft
Grant the agreement
Remove (delete) the draft
Granted agreements
You can:
Resend invite to the stakeholder
Remove the agreement
Waiting for manager
(Agreements pending approval on the approver’s side)
You can:
Resend invite to the manager
Delete and settle options
Remove the agreement
Stand-alone agreements
At the bottom of the page, you will find the stand-alone agreements. These are agreements not tied to any program, but they are still part of your equity structure.
For each stand-alone agreement, you can see:
Receiver’s name
Type of shares or options
Exercise price (if applicable)
Vesting status
Exercised/vested amounts
Number of outstanding shares or options
Start date, end date, expiry date
Status
Terms
Whether the stakeholder has been invited as a user
These agreements also support actions via the three dots menu, depending on their status, just like program agreements.
Conclusion
The incentive agreements page gives you complete visibility and control over every equity agreement your company has issued, whether part of a program or stand-alone.
With clear summaries, detailed agreement views, and contextual actions based on status, this page ensures your incentive plan remains organized, compliant, and easy to manage.