Your cap table is live. Here’s what to do next.
Guidelines to get most out of your cap table from day 1.
Getting your cap table set up is just step one. We built this quick-reference guide so you’re not left wondering “okay, what do I actually do now?” Save this quick reference for your top actions to complete in the first week and beyond.
Quick-Action Reference Guide
The table below covers your top actions, including ones you’ll need as you grow beyond the first week.
| Action | Quick Steps | Learn More |
|---|---|---|
| Invite a Stakeholder | Go to Stakeholders → Add Stakeholder → Enter details → Share Access | Share Access to Shareholder |
| Invite company users | Go to Company → Users → Add New User → Enter details → Share Access | How to Assign User Roles and Access Levels? |
| Issue Shares | Go to Securities → Equities→ Create Equity Class → Add New Grant→ Select or add shareholder → Fill in details → Submit | Issuing Shares to Investors on Eqvista |
| Issue Stock Options | Go to Securities → Options → Create Option Class → Add New Grant→ Select or add shareholder → Fill in details → Submit | Options – Setup and Modify |
| Add a SAFE or Convertible Note | Go to Securities → Convertible Instruments→Issue Instrument → Select or add shareholder →Select Note Type → Enter instrument details & terms → Submit | SAFE (simple agreement for future equity) – Setup and Modify Convertible Note - Issue and Modify |
| Issue Share Certificates | Go to Admin Records → Certificates → Create Certificate → Select grants → Assign Executors → Submit | How to Issue share certificates? |
| Issue Option Agreements | Go to Admin Records → Agreements → Create Option Agreement → Select grants → Assign Executors → Submit | How to Issue Option Agreements? |
| Run a Cap Table Report | Go to Reports → Summary Cap table Report → Download Report | Create Summary Cap Table Report on Eqvista |
| Model a Round (Scenario) | Go to Modeling → Waterfall analysis / Round Modeling → Fill in details → Download | Waterfall Analysis on Eqvista How to use Round Modeling on Eqvista? |
Ready To Go Further?
Once you’ve completed the basics, there’s a lot more the platform can do for you:
- Waterfall Analysis: Model exit scenarios and see how proceeds are distributed across your stakeholders
- Compliance & Reporting Automation: Stay on top of 83(b) elections, option expirations, and reporting deadlines
- Board Resolutions: View board resolutions requiring their approval,vote, and download the documents as PDFs.
Scaling With You, Every Step Of The Way
Beyond the platform, Eqvista offers expert valuation and advisory services to support your equity compliance and reporting needs at every stage of growth:
- 409A Valuation: Stay IRS -compliant before your next option grant.
- FMV (Fair Market Value) Analysis: Price your equity right. Every time.
- Eqvista Real-Time Company Valuation®: Keep your fair market value current with real-time valuation insights.
- QSBS Review & Attestation: Find out if your shares qualify for major tax savings under section 1202.
- ASC 718: Audit-ready stock compensation accounting, done for you.
- Comprehensive Valuation Services: We cover investment, portfolio, software &IP, gift & estate planning and other specialized valuations.
Whether it’s valuations, reporting, or compliance, our experts are here to support you every step of the way.
Still have questions about the platform?
Our support team is here to help with any how-to questions. If you need any assistance, feel free to contact our experts at [email protected].