On Eqvista, you can easily download an extended report by navigating to the cap table section of the application. What is an extended report? An extended report is a report that includes all the primary issuances of the company. The report not only displays the cap table but also provides details of all the issuances that have …
Eqvista allows you to download a summary report directly from the cap table section of the application with just a few clicks. What is a summary report? A summary report helps track and analyze the equity ownership structure of the company. This report includes a list of all shareholders, the kind of securities in the …
A cap table shows the company’s ownership distribution, including details of common shares, preference shares, options, warrants, convertible notes, and many others. Here are two ways to add all the necessary details to view it in Eqvista’s cap table. Scenario 1: Adding data in freemium The process includes adding shareholders, equity classes, and issuing shares …
Eqvista is a Cap Table integrated system that helps you minimize costs using automation and applying accounting standards. You may access the cloud-based equity management system from any device, share your Cap Table with shareholders, and assign each shareholder a different role. There are two methods to switch from Carta to Eqvista: Then we will …
Just like you have a timeline in your social media, Eqvista has incorporated the same idea in its application as well. This means that you can keep a note of all the things that you do right from one place, in the Timeline. View the Timeline on Eqvista Here is a guide to help you …
To make your user experience better, we have created a dashboard that has shortcuts for all the main actions you might need on the cap table. View Eqvista Dashboard Here is a guide to help you understand how to view and use the dashboard on Eqvista. Step 1: Once logged into your Eqvista account and select the company account, …
Over 23,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.