Full Access or Admin Access

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

How to Search for a Shareholder in Issued Options?

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

Can I share admin role access to one of my shareholders?

Yes, Eqvista allows you to share admin access with your shareholders. For this, the superuser is the only one who has the power to give admin access. Here is how the superuser can give access to the shareholder on Eqvista. Step 1: Log into your Eqvista account and select the company account. By doing this, you will reach the dashboard of the company.  … Continued

How to edit the grant/share details of a shareholder?

Did you know that you can easily edit any grant/share details on Eqvista with just a few steps? Well, here is how you can do it. Step 1: Log into your Eqvista account and select your company account.  On the dashboard, click on “Securities”. When you click on this, a submenu will appear. Here, select the “Equities” option to reach the following page. Let us … Continued

Shareholder Access View

The share access function permits the account owner to share access to the company’s transactions with your shareholders, investors, employees, board members, lawyers, and accountants. Not only can you add a shareholder profile, but you can also share access and update details on Eqvista with a simple click. When it comes to giving access to individual shareholders, there are … Continued

Creating New Shareholder

Using Eqvista is very simple with a user-friendly interface. But in case you need some assistance in the process, here is how to create a new shareholder in your company account on Eqvista. Note: If you have not added the shareholder profile, you can add it while issuing shares, options, and warrants by choosing the option “Add Shareholder”. You can … 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!