The pools & programs page allows you to edit both pools and programs so your equity plans remain accurate, compliant, and aligned with internal decisions.
This article explains how to edit:
Pools
Stock Option Programs
RSA Share Programs
If you need help creating pools or programs, please refer to the dedicated articles here.
Editing a pool
To edit a pool, go to the “Pools & Programs” page and locate the pool card you want to update.
1. Open the edit panel
On the top right corner of the pool card, click the pen icon.
A side panel will open where you can adjust all the editable fields.
2. What you can edit
In the pool editor, you can update:
Pool name
Pool description
Number of shares (authorized shares in the pool)
Share price
Date of approval
Approved by (the approving authority or board member)
Expiry date
Supporting documents (you can upload new files)
3. What you cannot edit
Certain fields are locked after the pool is created:
Share source
Share class
These are intentionally disabled to preserve governance integrity.
4. Save your changes
When you’re done, click “Save changes” before closing the panel.
The updated information will immediately appear on the pool card.
Editing a stock options program
To edit a stock option program, find the program card inside the relevant pool.
1. Choose your action
On the program card:
Click the bin icon to delete the program
Click the pen icon to edit it
2. What you can or cannot edit
In the side panel, you can update:
Program name
Program description
Number of stock options
Exercise price
Expiration date
You can’t change:
The pool it belongs to
Program type
3. Advanced options
Click “Show advanced options” to configure more detailed settings:
Make the expiry date relative to the vesting date
Highlight or describe key agreement terms
If you scroll more you can also:
Adjust vesting details, including:
Time-based vesting
Milestone-based vesting
A combination of both
(Read the dedicated vesting article for full guidance.)
Update the approval date
Edit the post-termination exercise clause
You can also:
Upload new documents
Change the signing manager responsible for the agreements
4. Save your changes
Click “Save changes” before leaving the panel to make sure your updates are applied.
Editing an RSA share program
Editing an RSA program works almost exactly the same as a stock option program.
To edit it:
Open the pool
Click the pen icon on the RSA program card
The side panel will appear with all editable options
1. What you can edit
You may update:
Program name
Program description
Number of RSA shares
Purchase price per share
2. Advanced options
Under “Show advanced options”, you can:
Highlight essential agreement terms
Scrolling more you will find:
Edit vesting details (time-based, milestone-based, or a mix)
Update the approval date
Add or replace supporting documents
Change the signing manager
3. Save your changes
As always, click “Save changes” before closing the panel to ensure updates are applied.
Conclusion
The pools & programs page allows you to easily update pools, stock option programs, and RSA programs whenever your company’s equity structure evolves.
Whether you are adjusting share amounts, revising vesting schedules, updating approval details, or adding documents, all changes can be made directly through intuitive side panels.
Managing and updating your incentive plans has never been clearer or more streamlined.