How to Enable Real-time Valuation Menu?

Eqvista’s real-time valuation provides a quick, cost-effective valuation in just a few hours. It offers real, audit-ready valuations backed by experts, delivered at the speed of business. Note: The real-time valuation feature is only available for 409A account holders. Kindly upgrade your account to unlock the feature. Enable Real Time Valuation Menu On Eqvista, you can enable the real …

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How to Set Shareholder Equity Value Visibility?

A company’s equity value is the total value that is attributable to shareholders. It represents the amount shareholders would receive if the company is sold. It is also known as the market value of equity or market capitalization. Equity Value Formula: Sum of Equity Value of Common + Preferred + Options + Warrants + Convertible …

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How to View Valuation Details in Account Overview?

On Eqvista, you can manage your shareholders, common equity, cap tables, and company valuation in one place without any trouble.  The account overview feature allows you to easily view and manage your valuation in just a few clicks. View valuation details in account overview Here are the steps to follow: Step 1: Log into Eqvista and choose …

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Ways to Navigate Using the Top Bar of Dashboard

The best thing about Eqvista is that you can manage your shareholders, common equity, cap tables, and company filings right from your dashboard.  Navigate your dashboard Here are the steps to follow: Step 1: Log into Eqvista and choose your company. On this page, you will find some options on the top bar that will help you …

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How to Round Share Price?

A share price is the price of a single share of a company. Eqvista offers an option to round the share price to six decimal places in the company settings.  Round share price Here are the steps to follow: Step 1: Log into Eqvista and select your company. On the dashboard, click “Company” on the left to get …

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How to Round Capital Committed?

Capital committed is the product of price per share and share amount. There is also an option to enter a capital committed, which may differ from the product of share amount and price. In Eqvista, you can round the capital committed to two decimal places in the company settings.  Round capital committed Here are the …

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How to Enable Preferred Conversion Rate Ownership?

Once you have added the conversion rate for preferred shares, you can enable preferred conversion rate ownership. Eqvista offers two options for preferred conversion rate ownership in the company settings. Let’s understand the difference between the two options with an example: Enable preferred conversion rate ownership Here are the steps to follow: Step 1:  Log into …

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How to Add Conversion Rate for Preferred Shares?

The conversion rate is the number of common shares received per preference share. There are two instances when you can set the conversion rate for preferred shares: either while creating a preferred equity class or when editing an existing one. Add conversion rate for preferred shares Here are the steps to follow: Step 1: Log into …

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How to Set Ownership Percentage?

After creating your company, it is quite simple to issue shares and securities. With Eqvista, you have the option to choose ownership percentage from two options: Let’s understand the difference between the two options with an example: Set ownership percentage Here are the steps to follow: Step 1: Log into Eqvista account and select your company. On …

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How to View Your Monthly Recap Email?

Eqvista helps you keep a note of all your company activities that you performed last month on the application.  View your monthly recap email 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 …

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Over 25,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.