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How to edit and delete an option plan on your cap table
How to edit and delete an option plan on your cap table
Updated over a week ago

This article explains how you can edit or delete an option plan that you have added to your cap table manually.

If you have set up your option plan using Clara's documents, refer to this article for instructions on how to edit or delete it.

Please note that editing or deleting an option plan on your Clara Cap Table does not legally change or remove the plan. You may need take further steps to amend the plan, please seek legal advise on this point.


Edit

1. Click on Options (ESOP)

Click on Options (ESOP)

2. Click on the name of the option plan

Click on the name of the option plan

3. Click on Edit

Click on Edit

4. Edit option plan details

You can edit any fields that are not greyed out. It is not possible to change the share class.

Edit option plan details

5. Click on Save

Click on Save

Delete

6. Click on the name of the option plan

Click on the name of the option plan

7. Click on Delete

Click on Delete

8. Confirm you are authorised to delete the plan

Confirm you are authorised to delete the plan

9. Click on Delete

Click on Delete

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