A convertible note is a type of security issued to stakeholders that can be either converted into stock or repaid. Here are the steps to follow: Step 1: Log into your Eqvista account and select your company account. On the dashboard, click “Securities” from the left-hand side and then “Convertible Instruments”. Step 2: Then, you will be directed to …
Warrants provide the holder the right to buy the shares of the company at a specific or exercise price. In many ways similar to options, warrants are issued by the company itself, not by a third party. Eqvista allows you to exercise warrants into equities easily on its platform. Here are the steps to follow: …
One of the important secondary transactions is a share repurchase where a company buys its shares from the shareholders. Here are the steps to follow: Step 1: Log into your Eqvista account and select your company account. On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu. Then select “Equities”. Step 2: Once you select, you …
One of the most significant transactions an investor may make in a company is the conversion of notes into company shares. Here are the steps to follow: Step 1: Log into your Eqvista account and select your company account. On the dashboard, click “Securities” from the left-hand side and then “Convertible Instruments”. Step 2: Then, you will be directed …
Secondary transactions take place after primary issuance has been granted. One of the important secondary transactions is a share transfer. Here is a step-by-step guide on how you can transfer all shares from one shareholder to another. Step 1: Log into your Eqvista account and select your company account. On the dashboard, click on “Securities” on the left-hand side to get …
After issuing warrants in Eqvista, it is possible to partially exercise the warrants that have been issued to a shareholder. Here are the steps to follow: Step 1: Log into your Eqvista account and select the company account to partially exercise warrants. On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu. Then select “Warrants”. …
After issuing options in Eqvista, it is possible to partially exercise the options that have been issued to a shareholder. Here are the steps to follow: Step 1: Log into your Eqvista account and select the company account to partially exercise options. On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu and …
When a shareholder receives stock options in Eqvista, they may exercise those options before vesting is complete. Here are the steps to follow: Step 1: Log into your Eqvista account and select the company account. On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu and click on “Options”. Step 2: Once you click, you …
Having set up your Eqvista account and issued shares to shareholders, it offers the option of partially canceling the shares. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account to cancel the shares. On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu. Step 2: Once you …
After creating your company account in Eqvista, it is possible to partially cancel the shares that have been issued to a shareholder. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account to cancel the shares. On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu. Step …
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