Create and manage an option pool

Set pool size, notes, and allocated or unallocated dilution.

Last reviewed: 2026-08-25

Create a pool

Company sidebar → Stock Option Plan → Create pool

1. Enter the pool name, size, effective round when applicable, and notes.
2. Choose the approved treatment for allocated and unallocated dilution.
3. Review the effect on the company’s fully diluted ownership.
4. Save the pool before creating participant offers.

Edit or delete

Use pool settings while its dependent offers and equity history still permit the change. A pool with active or exercised positions cannot be treated like an empty draft.