Converting notes into company shares is one of the most important transactions an investor can make in a company. Using Eqvista’s spreadsheet, convert notes into shares using valuation or price per share method. Convert notes into shares using price per share method Here are the steps to follow: Step 1: Log into Eqvista and select your company. …
A key transaction an investor makes in a company is conversion of notes into company shares. With Eqvista’s spreadsheet, convert notes into shares using valuation or price per share method. Convert notes using valuation method 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 …
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. Transfer shares 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 …
Options can be exercised into equities, which is considered a secondary transaction. Eqvista provides an option to exercise options using the spreadsheet feature. 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 …
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. Repurchase grants 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, …
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. Cancel grants 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 …
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. View and Share access to shareholders Here are the steps to follow: Step 1: Log …
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. How do you track option vesting schedules? With the spreadsheet feature, you can manage your vesting schedules of options in a similar way …
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. View the table for convertible instruments Here are the steps …
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, …
Over 23,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.