Secondary Transactions

On Eqvista, you must have added shareholders and issued shares after creating a company account.  There is an option of partially canceling the shares that have been issued to shareholders. 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” … Continued

Options are usually given to employees and shareholders of the company. The holder of the option can buy and sell the company’s shares.  Eqvista allows you to exercise options into equities easily on its platform. Here is how you can do it. Step 1: Log into your Eqvista account and select your company account to exercise options.  You … Continued

The transactions that take place after a primary issuance has been granted are called secondary transactions. One of the most important secondary transactions is a share transfer. Here is a step-by-step guide on how you can partially transfer shares from one shareholder to another. Step 1: Log into your Eqvista account and select your company account.  METHOD – 1 Once you … Continued

Canceling a grant is considered a secondary transaction in a company, and can be useful for shareholders that exit the company early.  Here is how you can cancel share grants on the Eqvista app. Step 1: Begin by logging into your Eqvista account and select your company account.  You will reach the dashboard of the company account. From here, click on “Securities” and … Continued

Converting notes into company shares is one of the most important transactions an investor can have in a company. That is why having a good cap table platform is important to keep track of all the company’s convertible note conversions. Here is the step-by-step guide on how to convert notes on the Eqvista app. Step 1: Log into your … Continued

A share repurchase is a transaction where a company buys back its shares from the shareholders. And as this takes place after the primary share issuance, this is also called a secondary transaction. You can easily repurchase the shares back from a shareholder on the Eqvista app. Here is a step-by-step method on how to repurchase the shares in your … Continued