Certificates

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

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

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

Option stocks are typically offered as a part of the employee compensation plan and are a great way to reward the employees according to the value of the company. You can learn more about option grants and how your company can use them in this article.  Creating option grant agreements and e-signing them is simple … Continued

SAFE, or Simple Agreement for Future Equity, is a fantastic tool for startups to collect initial company funding without giving away much company ownership. Creating and e-signing SAFE on Eqvista takes only a few simple steps.  You can learn more about SAFE convertible notes and how your company can use them. Step 1: Log in … Continued

Eqvista is always looking for new ways to make sure our users have a hassle-free and efficient experience in managing your cap table, shares, equity, and grants. On Eqvista, grants can be canceled and restored depending on your requirements. Cancelling a grant will cancel it and you can restore it later on if you need to but the … Continued

A new update has been released on Eqvista that the administrator or superuser can create share certificates on their grants.  The process is very simple, just like every other process to prepare your cap table and documents on Eqvista. Here are the steps to create a share certificate on Eqvista: Step 1: Log into your Eqvista account and select your company account to reach the … Continued

When the shareholder requests share certificate from the company, the shareholder needs to wait for the company to sign it. Once the executor signs the certificate, the shareholder can download it.  Here are the steps to do it: Step 1: Let us assume you requested the certificate and it has been signed by the administrator. You will receive an … Continued

Eqvista allows the shareholder with shareholder access view to view their transactions on the company’s cap table and request share certificates from the company. Let us also assume that you are a shareholder and were offered a grant that requires your acceptance.  Here are the steps to request a share certificate from the company. Step 1: This is what the email would … Continued

Eqvista has added another feature in our app where the shareholder can sign the share certificate online and request the company to sign and finalize the share issuance process by completing the share certificate. But before we can talk about assigning the executors (mostly the director or the secretary) to sign the share certificate, you will need to share the shareholder access with … Continued