Become our Partner

Join our partner program and offer more services to your clients

Whether you’re a large law firm, accountant or Angel Investor, Eqvista supports all types of partnership. Professionals will become more efficient and will spend less time on managing companies’ Cap Tables! You have access to all your company capitalization tables, invite clients to see the captable, set up vesting schedules for your client’s companies and keep everything organized. You can issue, approve, and accept option grants, KISS or SAFE, keep track of Cap Table, and stay compliant – we also support both type of shares, electronic shares [Uncertificated Shares] and digital shares also known as pdf shares [Certificated Shares]. Eqvista is a great platform to keep up with the industrial standards.

Not familiar with Cap Tables management software? It’s ok; our app is designed to be intuitive and requires just a little of your time to understand the concept. We are also working on education materials at our support center and deliver more content at our blog and websites. We will help you to understand. It is always not easy to start using new software.

Eqvista welcomes all professionals

  • VC Firms & Investors – manage your portfolio of companies on Eqvista
  • Law and accounting firms – extend your services
  • Eqvista partners with Startup accelerators & incubators – with our high-end content we keep you updated about the newest trends of shares management and our app development
  • Third-parties – any service providers
HOW DO WE ONBOARD FIRST CLIENT?

  • Create an account for your first client/company
  • Add as many companies as you want
  • The onboarding process will require the company Articles of Association, including details such as the company name, incorporation date, number of authorized shares, the par value and the founders information
  • We bill the credit card you added into the system. You can either bill your client for the time you spend on building the captable, or if you are VC, discuss the remuneration package directly with the founders

Why choose Eqvista?

Expand your business off the Cap Table management services. You can also always export all data to your personal excel sheet and leave our platform.

Cap Table management features

  • Cloud-base Cap table management solution
  • Managing your cap table in the cloud and share with all relevant parties
  • Issuing electronic stock (supporting Certificated shares)
  • Maintaining your equity ledger
  • Managing all equity accounting
  • Offering personalized shareholder portals
  • Creating ESOP (Employees Stock Option Plan), supporting RSU&RSA
  • Creating, managing and instantly apply your Vesting Plans to shareholders
  • Supporting all types of Convertible instruments as Convertible Notes, KISS etc.
  • Creating, managing and converting Stocks to Options and Warrants
  • Waterfall Analysis and Round Modeling

Technical Features

  • Compliance with the regulations
  • Automation of many processes
  • Share the Cap Table with your client or partner and give them access rights
  • Versioning – you can see the history of changes and logs instantly
  • Assign different roles to each shareholder
  • We constantly develop our platform

Interested in issuing & managing shares?

If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!