Vesting Schedule Template
Details of a vesting schedule template.
OCF Equivalent
Closest match is OCF's VestingTerms. Both define reusable vesting policies, though
OCF's VestingTerms model is finer-grained (explicit conditions/triggers graph).
VestingTerms— object
Endpoints
GET /v1alpha1/issuers/{issuerId}/vestingScheduleTemplates— list
Shape at a glance
Quick comparison of field names, types, and required-ness. See the full Carta properties below, or follow the OCF link for full OCF field documentation.
Carta — v1alpha1VestingScheduleTemplate
Details of a vesting schedule template.
| Property | Type | Req |
|---|---|---|
id |
string | |
issuerId |
string | |
name |
string | |
description |
string | |
vestingScheduleType |
v1alpha1VestingScheduleType |
|
uuid |
string | |
periods |
v1alpha1VestingPeriod[] |
OCF — VestingTerms
Object describing the terms under which a security vests
| Property | Type | Required |
|---|---|---|
| id | STRING |
REQUIRED |
| comments | [STRING] |
- |
| object_type | Constant: VESTING_TERMSDefined in schema/enums/ObjectType |
REQUIRED |
| name | STRING |
REQUIRED |
| description | STRING |
REQUIRED |
| allocation_type | Enum - Allocation TypeDescription: Enumeration of allocation types for vesting terms. Using an example of 18 shares split across 4 tranches, each allocation type results in a different schedule as follows: 1. Cumulative Rounding (5 - 4 - 5 - 4) 2. Cumulative Round Down (4 - 5 - 4 - 5) 3. Front Loaded (5 - 5 - 4 - 4) 4. Back Loaded (4 - 4 - 5 - 5) 5. Front Loaded to Single Tranche (6 - 4 - 4 - 4) 6. Back Loaded to Single Tranche (4 - 4 - 4 - 6) 7. Fractional (4.5 - 4.5 - 4.5 - 4.5)ONE OF: • CUMULATIVE_ROUNDING • CUMULATIVE_ROUND_DOWN • FRONT_LOADED • BACK_LOADED • FRONT_LOADED_TO_SINGLE_TRANCHE • BACK_LOADED_TO_SINGLE_TRANCHE • FRACTIONAL |
REQUIRED |
| vesting_conditions | [ schema/types/vesting/VestingCondition ] | REQUIRED |
Properties
| Property | Type | Required | Description |
|---|---|---|---|
id |
string | The identifier of the vesting schedule template. | |
issuerId |
string | The identifier of the issuer to which this vesting schedule template belongs. | |
name |
string | The name of the vesting schedule template. | |
description |
string | The description of the vesting schedule template. | |
vestingScheduleType |
v1alpha1VestingScheduleType |
The type of vesting schedule found within this template. | |
uuid |
string | The UUID of the vesting schedule template. | |
periods |
v1alpha1VestingPeriod[] |
The vesting periods that define how shares vest. |
Referenced by
(not embedded in other domain objects)
Underlying schema: v1alpha1VestingScheduleTemplate