With Eqvista, not only can you easily grant access to anyone you have on your account, but you can also specify the type of access that the different roles have. The levels of access range from a limited access, where only a part of your cap table is viewed, to a full access, granting all … Continued
Give your Eqvista account a professional touch by uploading your Avatar or Company logo to the app. The process is simple and will take you just a minute if you already have your Avatar/ Logo ready. Here’s the guide to uploading Avatar/Logo to Eqvista. Step 1: Log in to your account on the Eqvista app. … Continued
Saving your signature on the Eqvista app will ensure that you can quickly e-sign documents as required. This article will take you through the process. Step 1: Log in to the Eqvista app. Click on the dropdown sign beside your name on the right-side top corner of the window. From the dropdown, select ‘My Profile’ … Continued
Eqvista is a very user friendly app to use. In addition to setting up your company’s cap table and monitoring all the equity in your company, it can also handle your company’s meeting and board resolutions. Here is the step by step process of how to do it: Step 1: Log in to the application … Continued
Step 1: Log into your Eqvista account and choose the company profile that you want to view. You would be directed to the dashboard as shown below. Here, you would see the option “Company” on the left side panel of the dashboard. Select this and a drop-down menu will appear. From the menu, select the … Continued
Step 1: You will first need to log into your Eqvista account and then click on the company profile that you want to view the authorized shares overview from. Once you are done with this, you will reach the main dashboard of the company profile. Step 2: Click on “Company” on the left-hand side of … Continued
Here is a step-by-step guide on how to add these important roles to your cap table, which will give them specific permissions only based on their roles. Step 1: Once you have logged into your account on Eqvista and selected the company profile, click on “Company” on the left-side panel on the dashboard. By clicking … Continued
To help you better, here is a step by step guide on how to add a new company profile on Eqvista. Step 1: Log into your account on Eqvista, or create an account if you have not yet signed up. Learn how to create an account on Eqvista here. Once you have logged into your … Continued
Here is the step by step guide on how to delete a firm on Eqvista. Step 1: At first, you will have to log into your Eqvista account. Once you have logged in, select the company profile that you want to delete, as below. In this case, we selected the company “Computer Services Inc”. Step … Continued
Below are the steps for how to onboard your company with your chosen currency or change the currency in your company. Case 1: When creating a new company Step 1: Let us assume that you are about to create a new company on Eqvista. Log into your Eqvista account and select “New Company” as shown … Continued
If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!
