Repay – Convertible Instruments

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 … Continued

Secondary Transactions – Exercising Warrants Into Equities

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: … Continued

Secondary Transactions – Repurchase All Shares

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 … Continued

Secondary Transactions – Converting Notes Into Shares Using Valuation Method

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 … Continued

Secondary Transactions – Transfer All Shares

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 … Continued

How to Partially Exercise Warrants?

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”.  … Continued

How to Partially Exercise Options?

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 … Continued

Early Exercise

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 … Continued

How to Partially Cancel Vested Warrants?

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 … Continued

How to Partially Cancel Vested Options?

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 … Continued

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