Download Option Agreements by Shareholder

Once the shareholder requests option agreements, the company must assign executors to sign them. After the agreement has been signed, the shareholder can download it. 

Note: The agreements are only applicable to options.

The option agreements are only available for premium account holders. To unlock this feature, kindly upgrade your account. 

Here are the steps to follow:

Step 1:  You will receive an email informing the agreement has been signed and can be downloaded.

Here, click on “View Agreement”.

Step 2: Once you click, you will be directed to log in to your shareholder account or create an account if you don’t have an account on Eqvista.

On the dashboard, the agreement can be viewed in the Tasks or Documents section. In this case, click “Documents” on the left side.

Note: Here, you can manage your cap table right from the dashboard. To understand how to view the dashboard, check out the support article.

Step 3: On this page, you will see Securities Documents and Other Documents. 

Note: Securities Documents are option agreements issued to you by the company. If you did not request agreement from the company, and the company has signed it. To know about the documents section, check out the support article here!

Here, click on the “View” in the Securities Documents section. 

You will be directed to the agreement as shown below.

Step 4: Scroll down the agreement, and two options appear – Draw or Type your Signature for signing it. 

Note: You can save your signature in Eqvista, and don’t need to draw or type it – the saved signature will automatically be placed in each agreement, and you only need to click “Sign” to confirm.

METHOD 1

If you have chosen “Draw Signature” option, using the plus sign and the mouse, draw your signature in the box. 

To Sign, click on “Sign” above the box. If you want to re-do the signature, click on “Clear”, as shown below. Click on “Close” to change the option to type signature. 

Once done, click on “Sign” above the box. A confirmation message appears, and click on “Yes” to sign. 

METHOD 2

Suppose you have chosen “Type signature”, then type your signature in the space provided.

To sign, click on “Sign” above the box. Click on “Close” to change the option to draw signature.

Once done, click on “Sign” above the box. A confirmation message appears, and click on “Yes” to sign. 

Step 5: Once done, click on “Sign” and the agreement will be signed as shown below. 

Step 6: Then, scroll back to the top and you can download the agreement by clicking on “Download Agreement”.

Step 7: The agreement will be downloaded and saved in PDF format.  In this case, the agreement has been saved in the Downloads.

Double-click the PDF to open the downloaded option agreement.

If you want to understand Eqvista, check out our support articles or contact us today!