To help you better, here is a step by step guide on how to add a new company profile on Eqvista.
Once you have logged into your account, you would either be directed to a page to create a company profile or to select a company profile you have already created.
Now let us assume you want to create a new one. In this case, once you log in, you will be directed to the following page.
Here, you will see the company profiles that you have. And at the end of all the profiles, you will see an option that says “New Company” with a “Plus Sign (+)” above it.
Click on this, and you will reach the first step towards the creation of a new company profile.
Step 2: Regardless of if you have just logged into your new Eqvista account or you have clicked on the option to create a “New Company” as shown in the previous image, you will be directed to the following page.
In this step, you need to add in all the details of your company including the company name, the company type, the incorporation date, the country of origin and the currency (which currency does the company deal with). Once you have added in all these details, click on “Save and Continue”.
Step 3: After you click on “Save and Continue”, you will be directed to the next step.
Here you will have to add in the details like the total number of shares that have been authorized to the company and the price of the shares at that time. After filling in the details, select “Save and Continue” to move to the next step.
NOTE: You can get these details from the Company’s Articles of Incorporation. So, when creating your company profile, do refer to it.
Step 4: In the next step, you will get the option to choose if you are the founder or not. By selecting either yes or no, you will then have to add in some information about the founder.
We would explain both the possibilities below in detail:
Assuming that you selected “Yes” for the question – “Are you the founder?” the following drop-down page would appear. Here, you will see your email and name already added in the spaces provided for your email and name. You cannot edit these two fields as it is based on what you added when creating the profile.
Other than your email and name, you will also have to add in the details like the Date of issuance of shares, the number of shares you have been issued, the price of the shares on the day of issuance, and the share certificate name (certificate number).
NOTE: You can also add another founder to the company. Once you do this, a drop down box would appear as shown below where you can add the details of the next founder.
Note: The next step will help you understand how to fill this form for a new founder.
Once you have added all the details, you can click on “Save and Continue”.
In the second situation, let us say that you are not the founder of the company and select the option “No” for the question – “Are you the founder?” you will get the button that says, “Add a Founder” for the form to appear as shown below.
Once you select the option to “Add a Founder”, the drop-down form will appear as shown below.
Note: This form is the same that appears in the first situation when we were about to add a new founder other than you as the founder.
When you reach here, you will first have to choose if the shareholder (the founder) is an individual or a company. By clicking on the field available, a list will appear, where you can then select the option.
In this case, we will choose the option of the “Individual”. When you do this, some new fields appear as shown below.
Note: The same fields appear when you click on “Company” as well. So, in this case, you can break up the company name in half and add it in both fields.
You just need to add in the first name and the last name of the shareholder and then add in the other details like – the date of issuance, number of shares issued, price per share, and the share name (which is the share certificate number).
Once done, click on “Save and Continue”.
Note: You can also add the founders later on when the company has been formed.
Now, after you have added everything that you wish to add click on “Save and Continue”.
Step 5: As soon as you click on “Save and Continue”, the company’s profile will be created and you will be directed to the main dashboard of the company. Check out this support article to know how to view your dashboard.