Modifying a vesting schedule

Role changes, termination packages, M&A triggers — there are many reasons you might need to update a vesting schedule after a grant has already been issued. You can do this without cancelling and reissuing.

Equity Awards → open the grant → Modify Vesting Schedule

From there you can:

• Replace the schedule with a new custom one

• Adjust or remove a cliff

• Accelerate a specific number of shares as of a set date

For acceleration specifically, use Vesting Schedule → Accelerate Vesting — it gives you cleaner options for common scenarios like termination packages.

Before you save: Most modifications require board approval. Carta will prompt you to attach a board consent — have that document ready before you start.

For departing employees: Acceleration has tax implications in most AMEA jurisdictions. Confirm the treatment with your legal or tax adviser before actioning.

📖 Read the full guide: How to manage vesting and performance conditions →