Company administration

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

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 limited access, where only a part of your cap table is viewed, to full access, granting all viewing and … 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 Eqvista to upload an avatar or logo for … 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 your account on Eqvista to create a signature. On the dashboard, click on the dropdown sign beside your name on the right-side top corner of the window. From … 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 meetings and board resolutions. In short, you can use Eqvista to note down all the board resolutions and share them with your company shareholders. Here is the step-by-step process of how to do it: Step … Continued

Viewing your company’s profile is easy on Eqvista. Here is how you can view your company profile overview on Eqvista. Step 1: Log into your Eqvista account and choose the company account that you want to view.  You will be directed to the dashboard as shown below. Here, you will see the option “Company” on the left side panel of the … Continued

Here we will explain how to check the number of authorized shares in your company account on Eqvista.  Here is the step-by-step guide on how to view the authorized shares overview or even edit the number of authorized shares in a company. Step 1: You will first need to log into your Eqvista account and then click on the … Continued

Eqvista understands that you do not just need shareholders and employees to view the cap table, but also accountants, administrators, external advisors, and law firms (or lawyers). They help you in making a lot of decisions and for that, they need to have a look at your cap table. So, Eqvista allows you to add … Continued

If you are new to Eqvista, you should know that Eqvista is a very easy-to-use application. You can easily create your profile and the company’s profile before you begin to issue shares to the shareholders. To help you better, here is a step-by-step guide on how to add a new company on Eqvista. Step 1: Log into … Continued