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. Account overview – Manage multiple accounts Here are the steps to follow: Step 1: Log into Eqvista and select your company account. …
The uniqueness of Eqvista is that you can manage your shareholders, common equity, cap tables, and company filings in one place without any trouble. Calendar 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. …
The best thing about this application is that you can manage your company profile in one place without any trouble. Fill company financial statements The financial statements allow users to manage their company’s financials. It consists of a Profit & Loss Statement and a Balance Sheet. Here is a step-by-step guide on how to view …
Users can reset their account password and update their account settings on Eqvista. Change Eqvista account password On Eqvista, you can reset their account password and make adjustments to their account settings directly on the Eqvista platform, allowing for personalized security and tailored user preferences. Here are the steps to follow: Step 1: Log into your Eqvista …
Eqvista allows users to change their profile details and update their account settings. Change/Update profile details You can update your profile information and customize your account settings with Eqvista’s user-friendly and simple platform. 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 …
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 …
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 …
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 …
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 …
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. Create 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 …
Over 25,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.