The pools and programs page is a central part of your equity strategy and helps you keep your incentive plans organised, compliant, and transparent.

You can find it in the left-hand menu under “Pools & Programs.”

Before exploring the page, it’s important to understand two core concepts:
​Pools and Programs.

A pool is a reserved amount of shares that the company sets aside specifically for incentive purposes.
These shares are not immediately issued; they are authorized in advance so they can later be used for:

A pool represents your company’s future promise of equity and ensures you have dedicated shares available to reward talent. A pool is typically approved and created by the board, and its use can be delegated to the management team.

A program is a defined plan inside a pool.
It describes how shares from the pool will be distributed, for example, a stock option program for employees or an RSA program for advisors.

A program contains:

Think of pools as the source of shares, and programs as the mechanism that distributes them, a sort of template for the individual equity incentive agreements.

This page allows you to:

Let’s break down what you will see:

If you have created pools, each one appears as its own pool card.
These cards summarise the most important information at a glance.

At the top of the pool card, you can see:

Under the pool summary, you will find a visual graph that shows:

This lets you instantly see how much of the pool has been consumed.

You will also see detailed information about the pool:

If one or more programs are linked to the pool, they appear directly inside the pool card.

Each program section includes:

Below the graph, you’ll see small profile icons representing people who hold agreements in that program.

If you hover over them, you can see the individual agreement details, essentially showing who has what within that program.

Some equity agreements may not be part of a formal program but still use shares from the pool.
These appear in the stand-alone agreements section.

For each agreement, you can see:

This ensures every share from the pool is fully traceable.

At the bottom of each pool card, you can find all documents linked to this pool:

These documents help you maintain compliance and a clean audit trail.

From the Pools & Programs page, you can also:

These actions are covered in detail in separate articles.

This article focuses on helping you understand how the page works and how to read the information confidently.

The pools & programs page provides a comprehensive, structured overview of how your company allocates equity for incentives.
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It helps you understand:

With clear visuals, detailed breakdowns, and direct access to documents, this section gives you full confidence to manage your incentive plans transparently and accurately.