How to Calculate Metrics for Company Comparable?

Company comparable analysis provides information on your company’s performance and market position. This tool can assess your company’s strengths, weaknesses, and growth prospects by comparing it to other public companies. Note: The company comparable feature is only available for premium account holders. Kindly upgrade your account to unlock this feature.  When choosing public companies for … Continued

Company Comparable Using Public List

With this tool, users can compare their company to other public companies and gain a better understanding of their strengths, weaknesses, and opportunities for growth. Note: The company comparable feature is only available for premium account holders. Kindly upgrade your account to unlock this feature.  Here are the steps to follow: Step 1: Log into your Eqvista … Continued

Company Comparable Using Eqvista List

The tool is designed to help you gain valuable insights into your company’s performance and position in the market.  Note: The company comparable feature is only available for premium account holders. Kindly upgrade your account to unlock this feature.  Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account.  On … Continued

Stop and Restart Vesting

After creating your company account in Eqvista, you must have added shareholders and issued shares.  If you choose, you can stop the vesting process of the shares issued to the shareholder. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account.  On the dashboard, click on “Securities” on the left-hand side … Continued

Qualification Criteria for Rule 701 Exemption

Rule 701 allows companies to issue equity compensation without registering the securities under the Securities Act. Note: The Rule 701 feature is only available for premium account holders. Kindly upgrade your account to unlock this feature.  After selecting the securities, the aggregate sales price or amount of securities sold within a continuous 12-month period must meet … Continued

Why Can’t I Generate Rule 701 Report?

Have you faced any problems checking Rule 701 eligibility? Companies may issue stocks or stock options under Rule 701 exemption without registering the securities under the Securities Act.  Note: The Rule 701 feature is only available for premium account holders. Kindly upgrade your account to unlock this feature.  REASON 1 Once a company account has been … Continued

What is Included in a Rule 701 Report?

The Securities and Exchange Commission created an exemption Rule 701, allowing companies to issue equity compensation without registering the securities under the Securities Act. Note: The Rule 701 feature is only available for premium account holders. Kindly upgrade your account to unlock this feature.  After filling in the details and generating the report, it is automatically downloaded … Continued

How to Check Rule 701 Eligibility in Eqvista?

Rule 701 is an exemption created by the Securities and Exchange Commission (SEC), allowing companies to issue stocks or stock options without registering the securities under the Securities Act.  Note: The Rule 701 feature is only available for premium account holders. Kindly upgrade your account to unlock this feature.  Here are the steps to follow: Step 1: Log … Continued

Account Overview

If you are using Eqvista, you can manage your shareholders, common equity, cap tables, and company filings in one place. The new account overview feature helps to view and manage your multiple company accounts.  Here are the steps to follow: Step 1: Log into Eqvista and select your company account. On the dashboard, click “Account Overview” on the … Continued

My Templates

Create a template for issuing certificates to stakeholders. The feature allows to customize the template elements to create a personalized certificate. Note: The certificate template feature is only available for premium account holders. Kindly upgrade your account to unlock this feature.  Here are the steps to follow: Step 1: Log into Eqvista and select your … Continued

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!