Yes, Eqvista allows you to share admin access to your shareholder. And 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 profile. By doing … Continued
Step 1: Log into your Eqvista account and select your company profile. On the dashboard, click on “Securities”. Let us begin by issuing a share/grant to a shareholder. When you click on this, a submenu will appear. Here, select the “Equities” option to reach the following page. You will see all the different equity classes. … Continued
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
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
This is a step-by-step guide that would help you learn how to update the information of a shareholder. Step 1: Log into your Eqvista account and click on “Shareholders”. Once you do this, you will reach the following page where you can see the company’s shareholder profiles. Here, click on a shareholder name, in this … Continued
Here is a step by step guide that would help you with the process on how to share documents with your shareholders. Step 1: As soon as you log into your Eqvista account, and select the desired company profile, you will reach the dashboard. Here, click on “Documents” on the left-hand side panel of the … Continued
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
If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!
