How to Enable Email Notifications?

Have you received notifications from Eqvista? Then you might need to update your settings. Enable email notifications On Eqvista, you can enable email notifications in just a few simple steps. By enabling email notifications, you can stay updated on activities, reminders, and changes related to your account. To activate email notifications, simply follow these easy …

Read more

Eqvista User Access: Which Types of Roles Have What Access?

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 …

Read more

How to upload Avatar/Logo in Eqvista?

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.  Upload avatar/company logo Updating your profile on Eqvista with an avatar or company logo can be accomplished in just a few clicks. Here’s …

Read more

How to save your signature in the Eqvista app?

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. Save your signature Eqvista allows you to save your signature within the application, which facilitates electronic signing of documents, saving time and effort. Here are the steps to follow: Step 1: Log …

Read more

Board Resolutions

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. Create board resolutions Here is the step-by-step process of how to …

Read more

Company Profile Overview

Viewing your company’s profile is easy on Eqvista. Here is how you can view your company profile overview on Eqvista. View company profile 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 …

Read more

Authorized Shares Overview

Here we will explain how to check the number of authorized shares in your company account on Eqvista.  View authorized shares overview 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 …

Read more

Permission and Roles (Administrator, Officer, Secretary, Advisor)

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 …

Read more

Adding New Company

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. Add a new company on Eqvista To help you better, here is a step-by-step guide on how to add a new …

Read more

Deleting a Firm in Eqvista

Has your company been shut down or did you create the wrong company account by mistake? Well, it is very easy to undo it or delete a company on Eqvista. How to delete a firm on Eqvista Here is the step-by-step guide on how to delete a firm on Eqvista. Step 1: At first, you will have …

Read more

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