Rules now support ESOP escrow and vesting end to end, so you can hold and release employee securities on the terms you actually agreed to — without tracking schedules in a spreadsheet.

What you can set up

• Escrow and vesting — hold a quantity of an investor's holding under a defined schedule, as a single lock-up or split across tranches.

• Time-based release — securities release on set dates or intervals, such as a 12-month cliff followed by quarterly tranches.

• Event-based release — release is triggered by a condition being met rather than a date, such as a milestone or a corporate event.

• Hybrid — combine both, so a tranche needs its date and its condition before it can be released.

• Automatic or manual release — let a tranche release itself when it falls due, or require approval before anything moves.

Create the rule once as a reusable template, publish it, then apply it to any investor's holding when you create a transaction or against an existing one. Release activity is tracked, notifications can be sent to investors and your team, and the Security Restriction Report gives you an as-of-date view of what's restricted and what's been released.

📖 Read the full guide: Rules in the Cuspy Help Centre

Want to see it on your own cap table? Our team is happy to set up a quick demo — reach us at help@cuspy.app or visit us https://www.cuspy.app/contact#request-demo.