Eqvista offers an option to share documents with different shareholder types. It ensures that relevant information is easily accessible to shareholders, streamlining communication and collaboration. How to share documents with different shareholder types? Here are the steps to follow: Step 1: Log into Eqvista and select your company account. On the dashboard, click on “Documents” on the …
On Eqvista, creating a new shareholder type is a straightforward process that can be completed in just a few simple steps. What is shareholder type? The shareholder type refers to the role that the shareholder holds in the company. A few examples are founder, director, board member, investor, employee, secretary, and advisor. There are two methods or …
The superuser can share access to the cap table with their shareholders, employees, investors, board members, and accountants. Two access types can be provided: shareholder access and full access/admin access to the cap table. Under shareholder access, stakeholders have the option to view grants and documents, participate in board resolutions, and sign electronic certificates. Provide shareholder access There are three ways by which you …
Share access to the cap table for the shareholder to view the folder. There are two types of access granted: The shareholder can view the shared folder in the documents section, depending on their access type. Here are the steps to follow: Step 1: Once the folder is shared, an email will be sent to the …
After creating your company on Eqvista, it is quite simple to issue shares, securities, share documents, and even folders with shareholders. Share folder Here are the steps to follow: Step 1: Log into Eqvista and select your company. On the dashboard, click on “Documents” on the left side. Step 2: Once you click, you will be directed to …
Eqvista allows you to view the documents attached to the grant along with the shares issued. Log into Eqvista account and select your company. Shares and securities If you have already issued shares and securities, and would like to attach document to the grant. To attach a document, click on “Add Document”. The document will be added, and you …
In Eqvista, documents can be attached to a grant directly or when sharing documents with stakeholders. Along with shares issued, the stakeholders can view the attached documents. Add documents to grant There are two ways in which you can add documents to a grant. Here are the steps to follow: Step 1: Log into Eqvista account …
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. Switch between delegated accounts Here are the steps to follow: Step 1: An email will be sent with delegated access, and click on “Manage Delegations” …
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 …
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 …
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