How to Request SAFE Agreement by Shareholder?

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. Request SAFE agreement Here are the …

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Filter, Delete, and Download Certificates

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 …

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My Templates

Create a template for issuing certificates to stakeholders. The feature allows to customize the template elements to create a personalized certificate. Similarly, an option agreement template can be used when creating option agreements. It allows you to personalize the various details of the agreement. Note: The template feature is only available for premium account holders. …

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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.  Certificate template for grants Here are the steps to follow: …

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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. Note: The SAFE agreements are only available for premium account holders. To unlock this feature, kindly upgrade your account. Creating and e-signing Post Money SAFE Here are …

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How to create option grants (agreement) and e-sign them?

Option stocks are typically offered as a part of the employee compensation plan and are a great way to reward 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 with Eqvista. Here’s your step-by-step guide to …

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How to create and e-sign Pre-Money SAFE agreements?

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. In this article, we …

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Canceling and Restoring a Grant

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 …

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Create Certificate by Admin

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. Note: The certificate feature is only available for premium account holders. Kindly upgrade your account to unlock the feature. Create a share certificate …

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Downloading and Print Share Certificate by Shareholder

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.  View share certificate Here are the steps to do it: Step 1: Let us assume you requested the certificate and it has been signed by the administrator. …

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