🔮 Restriction Simulation: See Every Release Before You Apply a Restriction
Ever wished you could see exactly how many securities an investor will receive, and when, before you lock anything in? Now you can. With Restriction Simulation, you can try out any vesting or escrow rule on a real number and see the full release schedule in seconds. No spreadsheets, no guesswork.
What's new:
See it before you apply it: Pick a security class, enter a quantity and a start date, and Cuspy instantly shows every release date and exactly how many securities are released on each one.
Try as many times as you like: A simulation is just a preview. Nothing is saved and no holdings are changed, so you can test different numbers with complete peace of mind.
Always there when you need it: Run a simulation while you're setting up a rule, check an existing rule at any time, and see the schedule automatically when you apply a rule to a transaction.
You decide how the numbers are split: When a quantity doesn't divide evenly, choose what suits your arrangement:
Spread Across Instalments: keeps every release as close as possible to the planned schedule.
Add to Final Instalment: keeps every release the same size, with any extra added to the last one.
Simply open Rules to give it a try.
📖 Read the full guides: Simulate a Restriction and Rules Management in the Cuspy Help Centre
Want to see it in action? Our team is happy to set up a quick demo. Reach us at help@cuspy.app.