Shareholder Access View

The share access function permits you to share access to the cap table with your shareholders, investors, employees, board members, lawyers, and accountants. Not only can you create shareholders, but you can also easily update your shareholders’ details on Eqvista with a simple click. When it comes to giving access to individual shareholders, there are … Continued

Creating New Shareholder

Note: If you have not added the shareholder profile, you can add it while issuing shares, options, warrants or even the convertible notes by choosing the option “Add Shareholder” instead of searching for the shareholder profile. You can learn about this from the respective support articles. Step 1: Log into your Eqvista account and choose … Continued

Terminating Stakeholders

Here is the step by step process on how to terminate a stakeholder on Eqvista. Step 1: Log into your Eqvista account and select the desired company profile.  Before we can move ahead, it is important for you to understand that you cannot terminate a stakeholder without claiming back all the shares that they own … Continued

Interested in issuing & managing shares?

If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!