How to Change Your Account Password?

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 …

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How to Update Your Profile Details?

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 …

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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 …

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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 …

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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 …

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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 …

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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. 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 …

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Company Profile Overview

Viewing your company’s profile is easy on Eqvista. View company profile On Eqvista, you can view your company profile and update your settings. Here is how you can view your company profile overview 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 …

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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 Eqvista allows you to view your authorized shares and update them. Here is the step-by-step guide on how to view the authorized shares overview or even edit the number of authorized shares in …

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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 secretaries. They help you in making a lot of decisions and, they need to have a look at your cap table. Add important roles to your cap table Eqvista allows you to …

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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.