On Eqvista, the administrator or superuser can create SAFE agreements, option agreements, and perform several functions. Note: The agreement feature is only available for premium account holders. To unlock this feature, kindly upgrade your account. Here are the steps to follow: Step 1: Log into Eqvista and select your company. On the dashboard, click on “Admin Records” …
Once the shareholder requests option agreements, the company must assign executors to sign them. After the agreement has been signed, the shareholder can download it. Note: The agreements are only applicable to options. The option agreements are only available for premium account holders. To unlock this feature, kindly upgrade your account. Here are the steps to follow: Step 1: You …
When sharing access to the company’s cap table, the shareholder can view their transactions and request option agreements. Once the shareholder requests option agreements, the company must assign executors to sign the agreement. After the executors sign it, the shareholder can download the option agreement. Note: The agreements are only applicable to options. The option agreements …
On Eqvista, shareholders with shareholder access can view their transactions on the company’s cap table and request option agreements from the company. Note: The agreements are only applicable to options. The option agreements are only available for premium account holders. To unlock this feature, kindly upgrade your account. Here are the steps to follow: Step 1: Log into Eqvista and select your …
When the shareholder requests SAFE agreements, the company must assign executors to sign them. Once the agreement has been signed, the shareholder can download it. Note: The agreements only apply to SAFEs and are not available for convertible notes. The SAFE agreements are only available for premium account holders. To unlock this feature, kindly upgrade your account. Here are …
Share access to the cap table for the shareholder to view their transactions on the company’s cap table and request SAFE agreements. When the shareholder requests SAFE agreements, the company must assign executors to sign the agreement. Once the executors sign it, the shareholder can download the SAFE agreement. Note: The agreements only apply to SAFEs …
Eqvista allows shareholders with shareholder access to view their transactions on the company’s cap table and request SAFE agreements from the company. Note: The agreements only apply to SAFEs and are not available for convertible notes. The SAFE agreements are only available for premium account holders. To unlock this feature, kindly upgrade your account. Here are the steps to follow: …
Eqvista allows the administrator or superuser to create certificates for grants and perform several functions. Note: The certificate feature is only available for premium account holders. Kindly upgrade your account to unlock the feature. Here are the steps to follow: Step 1: Log into Eqvista account and select your company. On the dashboard, click “Admin Records” on the left side to …
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 …
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 …
Over 20,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.