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. Round capital committed In Eqvista, you can round the capital committed to two decimal places in the company settings. 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 On Eqvista, you can enable preferred conversion rate ownership …

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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 There are two instances when you can set the …

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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 On Eqvista, you have the option to choose ownership percentage from two options under the …

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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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How to Enable Two Factor Authentication?

Eqvista allows users to enable two factor authentication and update their account settings for extra security. Enable two factor authentication On Eqvista, users have the option to activate two factor authentication, enhancing the security of their accounts. Additionally, users can easily manage and update their account settings to ensure their personal information remains protected and …

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How to Choose the Date Format?

The date format feature allows you to choose how the date should be displayed in the application. Choose Your Date Format Using Eqvista’s calendar feature, you can manually enter, select, copy, and paste the date from another source. There is also an option to customize how the date appears in the application by selecting the …

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Adding Members and Issuing Units in LLC Company

Once you added an LLC company to your Eqvista account, you can add members and issue units to them. Adding Members and Issuing Units in an LLC After adding an LLC company, you can add members and issue units in just a few clicks. Here are the steps to follow: Step 1: Log into Eqvista …

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How to Add an LLC Company to Your Eqvista Account?

Eqvista provides an option to add an LLC type of company to your account.  Add an LLC 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 …

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How to Assign User Roles and Access Levels?

A user can view the cap table and access company information based on the kind of access they have. Assign user roles and access levels With Eqvista, you can easily assign user roles and appropriate access levels to stakeholders of the company. Note: The add new user feature is only available for premium account holders. …

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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.