Creating a Certificate Template

A template can be used when creating certificates for grants.  The feature allows you to customize the terms, legends, and company logo of the 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 … Continued

Post-money SAFE Agreements

Startups can raise initial capital with SAFE without giving up a lot of company ownership. On Eqvista, creating and e-signing Post Money SAFE takes only a few steps. Here are the steps to follow: Step 1: Log into your Eqvista account and select your company account.  On the dashboard, click “Admin Records” from the left-hand side and then “Agreements”.  … Continued

Post-money SAFE – Setup and Modify

If you are using Eqvista, you are already aware that you can issue stakeholders with SAFE. The best thing about this application is that you can manage your shareholders, common equity, cap tables, and company filings in one place. Here are the steps to follow: Step 1: Log into your Eqvista account and select your company … Continued

Calendar in Eqvista

The uniqueness of Eqvista is that you can manage your shareholders, common equity, cap tables, and company filings in one place without any trouble.  With the calendar feature, the data entry process is efficient, user-friendly, and minimizes the chances of errors.  You can manually enter, select, copy, and paste the date from another source in … Continued

Vesting Report for Company and Stakeholder

A vesting report holds all the information regarding the total amount vested during a certain period for common & preferred stock, options, and warrants. It also includes the amount of unvested shares at the beginning and end of the vesting period.  Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company … Continued

Capital Committed

The product of price per share and share amount is the capital committed. There is an option for users to input a capital committed which may not be the product of share amount and price. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account.  On the dashboard, click on “Securities” … Continued

How to Select Anti-dilution When Issuing Warrants?

Anti-dilution can be chosen when issuing warrants to shareholders. Rather than issuing a certain number of warrants, a fixed percentage of company ownership is given. 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 to get a drop-down menu and … Continued

How to Select Anti-dilution When Issuing Options?

An option to choose anti-dilution is available when issuing options to shareholders. A fixed percentage of the company’s ownership is given instead of issuing a certain number of stock options. Step 1: Log into your Eqvista account and choose the company account.  On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu and select “Options”.  Note: You … Continued

How to Select Anti-dilution When Issuing Equities?

When issuing shares to shareholders, there is an option to select anti-dilution. Instead of issuing a certain number of shares, a fixed percentage of company ownership is given. 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 to get a … Continued

What is Included in a Vesting Report?

A vesting report holds all the information regarding the total amount vested during a certain period for common & preferred stock, options, and warrants. The amount of unvested shares at the beginning and end of the vesting period is also included in the report. Note: To generate a vesting report, you must implement a vesting … 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!