Gemifi currently does not offer the functionality to add a liquidity trigger for double-trigger RSU vesting. Currently, you can only enter a time-based trigger. Therefore, in order to defer the vesting of RSUs to the liquidity event, the individual vesting schedule for that grant and the sale date in the plan need to both be updated to the liquidity event date.
1. Select the specific equity grant under the client's Equity Summary section.
2. Under the Vesting Schedule section, select the pencil icon to edit the Date field to match the liquidity event date.
3. In the Plan section for this client, select the pencil icon next to the plan's name to edit the plan.
4. Update the Begin Scheduling Date field to match the liquidity event date.
