Steps to Make a Cap Table Using the Eqvista Platform

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 …

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How to Transfer Data from Carta to Eqvista?

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. Check out our support guide to learn more about Eqvista.  There are two …

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How to View the Timeline

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. Here is a guide to help you understand how to view the timeline and …

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Dashboard

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. 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, you will be …

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Over 20,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.