Vesting Workflow

Implementing a Vesting Schedule

Step 1: First log into your account, select the company profile, and go to the dashboard. From here, you now need to start the process of issuing shares to the shareholder or employee. So, click on “Securities” and then on “Equities” from the left-side menu to reach the following page. From here you will see … Continued

How to delete a vesting schedule/plan on Eqvista?

Delete Vesting Plan, Vesting Schedule

Before you can do anything, you need to log into your Eqvista account and select your company profile to reach the dashboard. Method 1 In this method, you will see how to delete a vesting schedule when you just created it and did not assign it to any share grant. Step 1: From here, click … Continued

Create a Vesting Plan

Cap Table Management, Issue Shares, Vesting

Step 1: Log into your account on Eqvista, select the company profile, and go to the company’s dashboard. On the dashboard, click on “Cap table” from the left-hand side panel on the dashboard. A drop-down menu will appear. Select the option “vesting and plans” from the drop-down menu. Once you do this, you will be … Continued

Create a Time-Based Vesting Plan

Time-based vesting plan, Vesting Plan

Step 1: Start by logging into your Eqvista account and choosing the company profile you want to issue shares to after creating the time-based vesting plan. As soon as you get to the dashboard, click on “Cap table” from the left-hand side of the panel, and choose “Vesting and plans”. You will then be directed … Continued

Create a Milestone Based Vesting Plan

milestone-based vesting plan, Vesting Plan

Step 1: Log into your Eqvista account and choose the company you want to make the plan. From the Dashboard, click on “Cap table” from the left-hand side of the panel, and select the option “Vesting and plans” to be directed to the next page, as below: When you reach this page, click on the … Continued

Create a Hybrid Vesting Plan

hybrid vesting plan, Vesting Plan

Step 1: The first thing that you need to do is log into your Eqvista account and choose the company profile you want to issue the shares using the hybrid vesting. To do this, click on “Cap table” from the left-hand side of the panel and a drop-down menu will appear. Here, click on the … Continued

Modify a Vesting Schedule

Issue Shares, Vesting, Vesting Schedule

Here is the step by step guide on how to modify a vesting schedule. Step 1: Login into your account on Eqvista and select the company profile that you want to modify the vesting schedule. From the company’s main dashboard, select the option “Cap Table” and a drop-down menu will appear. From this menu, select … Continued

Create a Vesting Schedule for RSUs

Cap Table, RSU, Vesting

Step 1: Log into your account on Eqvista and select the company profile. From here, you will be directed to the dashboard of the company where you can then begin the process. When you reach the dashboard, click on “Cap table” from the left-hand side panel for a drop-down menu to appear. Here, select the … Continued

Create a Vesting Schedule for RSAs

Cap Table Management, RSA, Vesting Schedule

Step 1: Begin by logging into your Eqvista account and selecting the company profile. Once you get to the dashboard of the company, click on “Cap table” from the left-hand side panel for the drop-down menu to appear. Here select the option “vesting and plans”. Once you do this, you will be directed to the … Continued

Duplicate a vesting plan

duplicate a vesting plan, Vesting Plan

Step 1: Log into your Eqvista account and select your company profile. On the dashboard, click on “Cap table” and then on “Vesting and plans”. Once you do this, you will be directed to the following page. On this page, you will see all the various vesting plans available. Click on the button that says … Continued

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