Eqvista Introduces New Report Feature
Eqvista is a sophisticated cap table application and our team continually works on making it better for our clients. With this, Eqvista just created a feature where you can now download different kinds of reports like the cap table report, secondary transactions report, and company shares report.
Report Feature in Eqvista
As mentioned above, the report feature helps you get individual reports that would have all the things detailed and explained for you to use in specific situations.
What is Eqvista Report Feature?
With Eqvista, you can now get the report of your company, cap table, and even your secondary transactions to use.
What’s included in the Report?
The report feature gives you three kinds of reports. To reach the reports on Eqvista, you will need to first log into your account and go to your company profile. You will reach the dashboard of the company. On the left-side main menu, you will see the option that says, “Report”. Click on that and you will reach the page where you can see all three kinds of reports. To select each of the reports, you need to click on the name, and you will get a description for each of them along with the button to download the report.
To help you understand better, each of these reports has been explained below in detail:
#1 Cap table Report
The first report that you will come across is the cap table report under this feature. This would give you the cap table excel sheet that you can use. The cap table report includes the updated cap table of the company with the total ownership of the company of each shareholder. You will see the information listed by the type of security, ownership %, and capital committed.
Here is how to get the cap table report on the Eqvista application:
Here, you can see the option to “generate report”. By clicking on this, the report would be downloaded to your system. And when you open the excel document, there would be two sheets. The first one is just an introduction to what the sheet is about. The second one would be the cap table details as shown below:
The sheet would show you all you need to know about who owns what in the company and how much they own it.
To see the complete document of our example company – Best Services Inc., click here!
#2 Basic Company Report
The second report that you will find is the basic company report, which is also the company stock report. It would explain all about how many kinds of securities are there and which equity classes are there for each share kind (common and preferred shares). You will also be able to see who owns what debt (convertible notes), options, and warrants with the company.
In short, this company shares report includes all the primary issuances in the company. The report would hold information about the common shares, preferred shares, options, warrants, and convertible notes.
Here is how to get the basic company report on the Eqvista application:
Clicking on “generate report” would download the basic company report and you can now use this company shares report to make your deals. And when you open the excel document, there would be seven sheets. The first one is just an introduction to what the sheet is about. The rest of the sheets are:
Sheet 2 – Shareholders
This sheet would show all the shareholders in the company, what kind of shareholders they are, and their details.
Sheet 3 – Common equities
This sheet would share the details of all the common equity issuances in the company, the equity classes, who owns the equity, the price and ownership details as shown below.
Sheet 4 – Preferred equities
This sheet would show all the preferred share classes and who owns them, how much they own and their ownership in the company.
Sheet 5 – Options
This sheet shows all the options in the company, who owns them, and their ownership percentage in the company.
Sheet 6 – Warrants
This sheet shows who owns the warrants in the company, how much and their ownership in the company.
Sheet 7 – Convertible Notes
You can see all the convertible securities in the company here and all their details like who owns it and so on.
To see the complete document of our example company – Best Services Inc., click here!
#3 Secondary Transaction Report
The third and last report that you get from the Eqvista application is the secondary transaction report. Just like the primary transaction report, this report will list down all the secondary transactions that have taken place in the company.
In short, this report includes all the secondary transactions, which are the transactions after the initial issuance of the company. It would include the exercises, transfers, cancellations, conversions and repurchases.
Here is how to get the basic company report on the Eqvista application:
When you click on “generate report”, you will have the secondary transactions report downloaded for you. And when you open the excel document, there would be six sheets. The first one is just an introduction to what the sheet is about. The rest of the sheets are:
Sheet 2 – Exercises
Here, you will see all the exercises and their details as shown below.
Sheet 3 – Transfers
Here, you will see all the transfers made in the company and their details as shown below.
Sheet 4 – Repurchases
Here, you will see all the repurchases made by the company and their details as shown below.
Sheet 5 – Conversions
Here, you will see all the conversions made and their details as shown below.
Sheet 6 – Cancelations
Here, you will see all the cancelations made and their details as shown below.
To see the complete document of our example company – Best Services Inc., click here!
Want to Try Our New Reports Feature?
If you have not yet started using Eqvista as your cap table application, then it is time you start! And if you have already been using it, then try out the cap table report feature. Here are the support articles to help you in obtaining the report on Eqvista.
