A convertible note is a type of security issued to stakeholders that can be either converted into stock or repaid. Repay convertible note On Eqvista, convertible notes issued to stakeholders 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. …
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. Exercising Warrants into Equities Here are …
One of the important secondary transactions is a share repurchase where a company buys its shares from the shareholders. Repurchase all shares 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 …
One of the most significant transactions an investor may make in a company is the conversion of notes into company shares. Converting notes into 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, …
Secondary transactions take place after primary issuance has been granted. One of the important secondary transactions is a share transfer. Transfer all shares from one shareholder to another 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, …
After issuing warrants in Eqvista, it is possible to partially exercise the warrants that have been issued to a shareholder. Partially exercise Warrants 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 …
After issuing options in Eqvista, it is possible to partially exercise the options that have been issued to a shareholder. Partially exercise Options 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 …
When a shareholder receives stock options in Eqvista, they may exercise those options before vesting is complete. Exercise 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”. …
Having set up your Eqvista account and issued shares to shareholders, it offers the option of partially canceling the shares. Partially cancel vested Warrants 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 …
After creating your company account in Eqvista, it is possible to partially cancel the shares that have been issued to a shareholder. Partially cancel vested Options 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 …
Over 25,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.