Stakeholder ledger

The delegate access allows users to view the cap table and company information, depending on the access that has been delegated. Eqvista simplifies the process of switching between delegate accounts. Here are the steps to follow: Step 1: An email will be sent with delegated access, and click on “Manage Delegations” as shown below. Note: … Continued

The terms “share access” and “delegate access” often refer to different levels of permissions granted to access the cap table and company information.  Some of the key differences between share and delegate access: With Eqvista, you can delegate shareholder access to view the grants, participate in board resolutions, sign and request electronic certificates, and sign … Continued

A user can view the cap table and company information based on the delegated access. When Should You Delegate Access? Delegate Access is typically used where centralized, scalable management of multiple accounts is needed. Here are a few cases in which you can delegate access: With Eqvista, you can delegate account user access and appropriate access … Continued

The superuser can grant shareholder access or full access to the company’s cap table.  The shareholders have the option to decline the invitation to access the cap table.  Here are the steps to follow: Step 1: An invitation will be sent to the shareholder which needs to be accepted. This is a sample of the … Continued

The share access allows the superuser to grant access to the company’s cap table with their shareholders, employees, investors, board members, and accountants. There are two types of access granted to shareholders – shareholder access and full access or admin access.  Here are the steps to follow: Step 1: Log into Eqvista and select your … Continued

The account owner can share access to the cap table with their shareholders, employees, investors, board members, and accountants. When it comes to giving access to shareholders, there are two types – shareholder access and full access or admin access.  Under the shareholder access, stakeholders have the option to view their grants, take an interest in board … Continued

Have you searched for a shareholder profile?  Note: You must first add a shareholder. If there are 20 shareholders in your company profile and you want to add more, kindly upgrade your account.  In Eqvista, you can search for a shareholder profile using filters. Check out our support guide to learn how to search on Eqvista.  The … Continued

The shares of your company are held by a shareholder who receives dividends.     Note: You must first add a shareholder. If there are 20 shareholders in your company profile and you want to add more, kindly upgrade your account.  With the new search filters, that helps to search for a shareholder based on a specific criterion.  The … Continued

The profits are distributed as dividends to a shareholder who owns a share in your company.  Note: You must first add a shareholder. If there are 20 shareholders in your company profile and you want to add more, kindly upgrade your account.  The uniqueness of Eqvista is that you can search for a shareholder profile using filters. … Continued

A shareholder holds shares or units of interest in the financial asset of a company that distributes the profit in the form of dividends. Check out our support guides to learn how to add and update shareholder on Eqvista.  If you are using Eqvista, you are already aware that you can search for a shareholder … Continued