One type of secondary transaction is a transfer, where shares can be transferred from one shareholder to another. On Eqvista, transfers can be performed using the spreadsheet feature. Here are the steps to follow: Step 1: Log into Eqvista and select your company. On the dashboard, click “Spreadsheet” on the left-side menu on the page below. Step 2: Then, you …
Options can be exercised into equities, which is considered a secondary transaction. Eqvista provides an option to exercise options using the spreadsheet feature. Here are the steps to follow: Step 1: Log into Eqvista and select your company. On the dashboard, click “Spreadsheet” on the left-side menu on the page below. Step 2: Then, you will be directed to the page as …
One important secondary transaction is repurchase, where a company buys its shares back from shareholders. With Eqvista’s spreadsheet feature, grants can be repurchased in a few clicks. Here are the steps to follow: Step 1: Log into Eqvista and select your company. On the dashboard, click “Spreadsheet” on the left-side menu on the page below. Step 2: Then, you will …
Canceling a grant is a secondary transaction, and you can restore it later if needed. However, the share certificate cannot be restored. On Eqvista, grants can be canceled using the spreadsheet. Here are the steps to follow: Step 1: Log into Eqvista and select your company. On the dashboard, click “Spreadsheet” on the left-side menu on the page below. …
Providing share access to shareholders is now easier and more efficient with Eqvista. The spreadsheet feature allows users to add, edit, delete, share access, and view all shareholders. Note: The spreadsheet feature is only available for Premium account holders. Kindly upgrade your account to use the feature. Here are the steps to follow: Step 1: Log into your Eqvista account and select the company …
When you use Eqvista, implementing a vesting schedule for options in the Spreadsheet view is simple. Note: The spreadsheet feature is only available for Premium account holders. Kindly upgrade your account to use the feature. Here is a step-by-step guide on how to apply/implement vesting schedules for options in the spreadsheet view. Step 1: Log into your Eqvista account and select …
Eqvista helps you manage your shareholders, common equity, cap tables, and company filings easily and efficiently. The spreadsheet feature allows users to add, edit, delete, and view all shareholders and grants. Note: The spreadsheet feature is only available for Premium account holders. Kindly upgrade your account to use the feature. Here are the steps to view the table for convertible …
Managing shareholders, common equity, cap tables, and company filings is much easier and more efficient with Eqvista. You can manage all of your equity in one place without any trouble. With the new Spreadsheet feature, users can now manage large volumes of data (shareholders, stocks, grants, etc.), in a similar way to Excel spreadsheets. You can add, edit, …
Managing common equity grants is now easier and more efficient with Eqvista. The Spreadsheet function allows users to add, edit, and delete shareholders and grants in bulk and view all information in one place. It works similarly to Excel, but you can store all of your information in one place and not risk losing your records. Note: The spreadsheet …
Eqvista strives to be a platform for companies to efficiently manage their stock, cap tables, equity grants, and shareholders. With our new Spreadsheet feature, you can now manage, add, edit, and delete large volumes of information like you would on Excel! The Spreadsheet feature allows you to manage your shareholders, common equity grants, preferred equity grants, option grants, and convertible instruments in one place …
Over 23,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.