Spreadsheet View

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 … Continued

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 … Continued

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 … Continued

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, … Continued

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 … Continued

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 … Continued

We at Eqvista are always looking for new ways to help solve our client’s 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 users can now manage their company … Continued

With the help of Eqvista, it is easy to implement a vesting schedule for equities in the Spreadsheet view.  Note: The spreadsheet feature is only available to Premium account holders. Please upgrade your account if you want to unlock this feature. To make things easier for those who need some help, here is a step-by-step guide on how to apply/implement … Continued