Company administration

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

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