How can I set up my Remote Equity workspace for the first time?

You can get started with the equity feature in just a few steps. When you first log in, you’ll see an empty screen in the Equity tab. 

Set up the equity workspace

To start setting up your workspace:

1. Click Set up.

2. Choose your default entity.

3. Answer the additional fields, such as your cap management system and whether you’ve already issued grants or processed exercises. If you’re not sure how to answer these questions, you can skip them for now and update the information later.

See also: What type of equity compensation should I declare on Remote Equity?

Next steps

Once your workspace is set up, you will be able to access your Equity dashboard.

Don't forget to:

• Declare your grants: How do I declare a grant?

• Declare any exercises: How to declare an exercise in Remote Equity

• Invite your team: Team members won’t be able to access the equity feature unless they are invited.