Spreadsheet view – Table for common equity grants

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 …

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Spreadsheet view – Table for preferred equity grants

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 …

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Spreadsheet view – Table for option grants

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 …

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How to apply/implement vesting schedules for equities in spreadsheet view?

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 …

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Over 23,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.