Convertible Note – Issue and Modify

Here is how to issue and modify a convertible note in Eqvista. Step 1: The first thing to do is log in to your Eqvista account and select the company profile. After this, you will be directed to the company dashboard. Select “Securities” from the drop-down menu and click on “Convertible Instrument”. You will then
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KISS (Keep It Simple Security) – Issue and Modify

Step 1: First log into your Eqvista account and select the company profile that you want to issue the KISS. You will then be directed to the dashboard page. Click on “Securities” from the left-hand side panel for a drop-down menu to appear. In the drop-down menu, select the option “convertible instruments”. As soon as
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Warrant – Setup and Modify

Step 1: You need to first log into your Eqvista account and select the company profile for setting up the warrant and issuance. Here, click on “Securities” from the left-hand side panel for a drop-down menu to appear. Select the option “Warrants” and you will be directed to the following page. On this page, you
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Options – Setup and Modify

Note: Options are usually given to the employees in the company. But they can also be given to other shareholders based on your deal with them. Here is a step by step guide on how to setup and modify options on Eqvista. Step 1: Log into your Eqvista account and select the company profile to
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Interested in issuing & managing shares?

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