New to Eqvista and wondering if you will need the subscription of the premium plan? We are here to help you with it!

Just so you know, Eqvista is a FREE to use application for companies with up to 20 shareholders. We believe that small companies and startups should be able to take advantage of their shareholders on an app for little to no cost, and we are here to help them out with that. 

However when your company starts to grow, and the number of shareholders increases (goes above 20), you will need to switch to the premium plan.

Note: Eqvista will notify you when you are over this limit. We are taking an example of where you already have 20 shareholders and you are about to add another.

Step 1: Log into your Eqvista account and select your company profile. On the dashboard, you will be able to see Shareholders section of the company as shown below. You can see the company is having “20 created shareholders” and “0 available slots“.

Premium

Now click “All Shareholders” and you will be redirected to a new page with the complete shareholder list.


Step 2: Now, let us try to add more shareholders to the cap table. For this, click on “Add Shareholders” button.

more shareholders

You will reach the page where you can see all the shareholders who have been added to the company. Here, you can also add more shareholders.

To see if you can add more shareholders easily without subscribing to the premium plan, click on “Add shareholders”.


Step 3: Once you do this, a panel would appear where you can add in the details of a new shareholder as shown below.

cap table already has 20 shareholders created

In this panel you will see a status above, that shows your cap table already has 20 shareholders created.

You will also see a message below the field to add the shareholder name which says, “Subscribe to the premium plan to add more shareholders”. You can add in the details of the shareholder in the field, but you will not be able to “Save” the profile as the “Save” button would not be available.

This happens when you already have 20 shareholders in your company and you want to add more. As Eqvista only allows you to have up to 20 shareholders at one time, you will have to subscribe to the premium plan so that you can then add more shareholders.

Check out the support article here to learn how to subscribe to the premium plan on Eqvista. To know more about how to use Eqvista, check out the other support articles here!

Subscribing to a premium plan

Not sure how to do this? Here is a step-by-step process that can help you. Step 1: Let us say that you are trying to add the 21st shareholder to your company profile on Eqvista under the shareholder section as shown below. Once you click on the button “add shareholders”, a new panel as shown … Continued

Canceling my subscription plan

Step 1: Log into your Eqvista account and select your company profile. On the dashboard, click on “subscription” from the left-side list of options. You will instantly be redirected to the page where you can see all the details for the subscription here. You will be able to see that the premium plan is active … Continued

Premium Plan Pricing

Step 1: Log into your Eqvista account and select your company profile. From here, you will have to click on the “Subscription” option from the left-side list of options. Once you do this, you will reach the following page as shown below. From the above, you will be able to see that Eqvista has two … 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!