Managing shareholders, common equity, cap tables and company filings is much easier and 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 canRead More
Managing shareholders, common equity, cap tables and company filings is much easier and 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, and delete multiple rows and columns of information easily and store everything securely.
Please note: the Spreadsheet feature is only available to Premium account holders. Please upgrade your account if you want to unlock this feature.
Here is the step-by-step guide to view the table for shareholders under Spreadsheet view.
Step 1: Log into your Eqvista account with your credentials and select your company profile to reach the dashboard. Now, click on “Cap table” from the left side menu and a sub-menu will open for you. There, you will find the “Spreadsheet” feature as highlighted on the page below.
Step 2: Now, click on the “Spreadsheet” feature and a page will open for you as shown below. Under “Select Table Type” on the right hand side, select “Shareholders”.
Step 3: Under the “Manage Company Shareholders” page, you can perform various spreadsheet functions like create, edit or delete existing and new shareholders (just like how you would in Excel). To add a new shareholder, you need to add various details like “First name”, “Last name” and “Type” in the spreadsheet. Then, click on the “Check before save” button.
Note: While performing the data addition, shareholders without last name will be automatically saved as institution (company) and shareholders with last name will be saved as individuals or persons.
Step 4: Before you can save your data, a data validation message will appear. This can either mean the data you have entered have no issues or there are some details missing or incorrect. After checking, you can proceed to saving the information by clicking on the “Save” button.
Step 5: After data processing, the shareholder details will be added to the spreadsheet under the “Shareholders” table as shown below:
Similarly, you can perform other functions like “edit” and “delete” in the spreadsheet under the “Shareholders” table.
To know more about other features of Eqvista and understand the working of other tables under the Spreadsheet feature, check out our other support articles here.
Managing common equity grants is now easier and efficient with Eqvista. The Spreadsheet function allows users to add, edit, 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. HereRead More
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 equityRead More
We at Eqvista are always looking for new ways to help solve our clients’ problems in managing their company stock, common equity, cap tables, and company filings. One such problem our clients encounter is the large number of option grants they need to issue and keep track of. With our new Spreadsheet feature, Eqvista usersRead More
With the help of Eqvista, it is easy to implement a vesting schedule for equities in the Spreadsheet view. To make things easier for those who need some help, here is a step-by-step guide on how to apply/implement vesting schedules for equities in the spreadsheet view. Please note: the Spreadsheet feature is only available toRead More