Company administration

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 is using a shareholder access account as an example. Below are the steps to follow: Step 1: Log into your Eqvista account and select the company account to change your password.  On the dashboard, click “Company Name” on the left side to get a … Continued

Eqvista allows users to change their profile details and update their account settings. Here is using a shareholder access account as an example. Below are the steps to follow: Step 1: Log into your Eqvista account and select the company account to update your profile details.  On the dashboard, click “Company Name” on the left side to get … Continued

Have you received notifications from Eqvista? Then you might need to update your settings. Here are the steps to follow: Step 1: Log into your Eqvista account and select the company account to enable notifications.  On the dashboard, click on “Company Name” on the left-hand side to get a drop-down menu and select the company to update … Continued