Company administration

Eqvista helps you keep a note of all your company activities that you performed last month on the application.  A monthly recap email will be sent to the users who have full access to the company account. This is a sample of the email that appears to the users.  The recap email summarizes the following … Continued

Eqvista allows users to enable two factor authentication and update their account settings for extra security. Here are the steps to follow: Step 1:  Log into Eqvista account and select your company. On the dashboard, click on “your name” on the right to get a drop-down menu and select “My Profile” to view your profile settings. Step … Continued

The date format feature allows you to choose how the date should be displayed in the application. Here are the steps to follow: Step 1: Log into Eqvista and select your company account. On the dashboard, click on “Company” on the left side to get a drop-down menu and select “Profile”.  Step 2: By clicking, you will be … Continued

Once you added an LLC company to your Eqvista account, you can add members and issue units to them. Here are the steps to follow: Step 1: Log into Eqvista and select your company account. On the dashboard, click on “Members” on the left side or select “All Members” to view the members of the … Continued

Eqvista provides an option to add an LLC type of company to your account.  There are two ways in which you can add an LLC company to your account – create a new company or change the type in your company settings. Scenario 1: Create a New Company Step 1: Let’s assume you want to create … Continued

A user can view the cap table and access company information based on the kind of access they have. With Eqvista, you can easily assign user roles and appropriate access levels to stakeholders of the company. Here are the steps to follow: Step 1: Log into Eqvista and select your company account. On the dashboard, click … Continued

If you are using Eqvista, you can manage your shareholders, common equity, cap tables, and company filings in one place. The new account overview feature helps to view and manage your multiple company accounts.  Here are the steps to follow: Step 1: Log into Eqvista and select your company account. On the dashboard, click “Account Overview” on the … Continued

The uniqueness of Eqvista is that you can manage your shareholders, common equity, cap tables, and company filings in one place without any trouble.  With the calendar feature, the data entry process is efficient, user-friendly, and minimizes the chances of errors.  You can manually enter, select, copy, and paste the date from another source. There … Continued

The best thing about this application is that you can manage your company profile in one place without any trouble. Here is a step-by-step guide on how to view or edit the details in a company’s financial statements. Here are the steps to follow: Step 1: Log into your Eqvista account and select the company account.  On the … Continued

Users can reset their account password and update their account settings on Eqvista. Here are the steps to follow: Step 1: Log into your Eqvista account and select the company account to change your password.  On the shareholder access view dashboard, click on “your name” on the right-hand side to get a drop-down menu. Here, click “My Profile” … Continued