Create Certificate by Admin

Here are the steps to create a share certificate on Eqvista: Step 1: Log into your Eqvista account and select your company profile to reach the dashboard. From here, click on “Company” from the left side menu and then on “Certificates”. By doing this, you will reach the following page. Here, click on “Create Certificate”.
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Share Access to Shareholder

Share access function allows you to share access to the cap table with your shareholders, employees, investors, board members, lawyers, and accountants. To share access to the cap table with your shareholder, follow the steps shared below: Step 1: Log into your account on Eqvista and select your company’s profile. From here, you will reach
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Electronic Shareholder Acceptance

Another feature of the Eqvista app is Electronic Shareholder Acceptance. When you issue equity grants, options and warrants to shareholders, there will be an electronic acceptance for shareholders to sign (electronically) for the issuance to take place. Note: You will need to add the shareholder profile before you can begin the issuance process as shared
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Board Resolutions

Eqvista is a very user friendly app to use. In addition to setting up your company’s cap table and monitoring all the equity in your company, it can also handle your company’s meeting and board resolutions. Here is the step by step process of how to do it: Step 1: Log in to the application
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Subscribing to a premium plan

Not sure how to do this? Here is a step by step process that can help you. Step 1: Let us say that you are trying to add the 21st shareholder to your company profile on Eqvista under the shareholder section as shown below. As you add in the name of the shareholder, you will
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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!