Securities

If you are using Eqvista, you are already aware that you can issue stakeholders with SAFE. The best thing about this application is that you can manage your shareholders, common equity, cap tables, and company filings in one place. Here are the steps to follow: Step 1: Log into your Eqvista account and select your company … Continued

The product of price per share and share amount is the capital committed. There is an option for users to input a capital committed which may not be the product of share amount and price. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account.  On the dashboard, click on “Securities” … Continued

Anti-dilution can be chosen when issuing warrants to shareholders. Rather than issuing a certain number of warrants, a fixed percentage of company ownership is given. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account.  On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu and … Continued

An option to choose anti-dilution is available when issuing options to shareholders. A fixed percentage of the company’s ownership is given instead of issuing a certain number of stock options. Step 1: Log into your Eqvista account and choose the company account.  On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu and select “Options”.  Note: You … Continued

When issuing shares to shareholders, there is an option to select anti-dilution. Instead of issuing a certain number of shares, a fixed percentage of company ownership is given. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account.  On the dashboard, click on “Securities” on the left-hand side to get a … Continued

Deleting a grant will remove it from your company account completely. Deleting a grant will also delete the share certificate, and it cannot be restored. The main difference between canceling a grant and deleting is that you cannot restore a deleted grant. A deleted grant will be permanently removed from your account.  Here are the steps to follow: … Continued

Selecting restriction as RSA is easy when you are issuing shares to shareholders through Eqvista. Here is a step-by-step guide on how to select RSA restriction when issuing shares. Step 1: Log into Eqvista account and select the company account.  On the dashboard click on “Securities” from the left-hand side panel for a drop-down menu and select the option “Equities”.  Step … Continued

When issuing shares to shareholders on Eqvista, you can choose RSU restriction. To make things easier, here is a step-by-step guide on how to select RSU restriction when issuing shares. Step 1: Log into Eqvista account and select the company account.  On the dashboard click on “Securities” from the left-hand side panel for a drop-down menu and select the option “Equities”.  Step … Continued

To issue securities on Eqvista, equity classes must be created. When you first create your company profile, there is already an equity class for “Founders” since they are the first ones who need the shares for the process to start. At least one equity class is needed to issue warrants or options. Here’s how you can delete an equity … Continued

If you do not want to always issue simple share options to a shareholder or the investors in your company, then you might need to use a convertible note. 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 account.  After … Continued