Implementing a Vesting Schedule

Eqvista is easy to use when issuing shares and adding a vesting schedule. Here is how you can easily implement a vesting schedule while issuing shares to your employees. Step 1: First log into your account, select the company account to issue shares, and add a vesting schedule.  On the dashboard, click on “Securities” and then on “Equities” from the left-side menu to … Continued

Create a Vesting Plan

Eqvista allows you to create a vesting plan very easily. Here is a step-by-step guide that will help you understand how to create a vesting plan on Eqvista. Step 1: Log into your account on Eqvista, select the company account, and go to the company’s dashboard.  On the dashboard, click on “Cap table” on the left-hand side panel … Continued

Create a Time-Based Vesting Plan

Eqvista is one of the easiest platforms to use for creating an advanced and complex cap table. This means that you can create a time-based vesting plan while you are about to issue shares to a shareholder in your company.  Not sure how to go about it? Below are the steps that will help you out. Step 1: Start … Continued

Create a Milestone Based Vesting Plan

Using Eqvista is as easy and the same goes for creating a milestone-based vesting plan. To help you understand how easy it is, below are the steps to create a milestone-based vesting plan. Step 1: Log into your Eqvista account and choose the company account you want to make the plan.  From the Dashboard, click on “Cap table” from the … Continued

Create a Hybrid Vesting Plan

If you have started using Eqvista, you would have realized that it is a very user-friendly platform. With this said, it is simple to create a hybrid vesting plan on Eqvista in no time. To help you through the steps, each has been explained below in detail. Step 1: The first thing that you need to do is log into … Continued

Modify a Vesting Schedule

If you have created a vesting schedule on Eqvista and made a mistake or changed your mind about some details, you can modify the vesting schedule on the app. 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 account that you want to modify the vesting … Continued

Create a Vesting Schedule for RSUs

Wondering how to create an RSU type in your vesting schedule on Eqvista? The Eqvista app is very easy to use, but for those who need help, here is a step-by-step guide to creating a vesting schedule with RSUs. Step 1: Log into your account on Eqvista and select the company account.  When you reach the dashboard, click … Continued

Create a Vesting Schedule for RSAs

Creating a vesting schedule for RSAs is easy when you are doing it through Eqvista. To make things easier for those who need some help, here is a step-by-step guide on how to create a vesting schedule using RSAs. Step 1: Begin by logging into your Eqvista account and selecting the company account.  Once you get to the … Continued

Duplicate a vesting plan

Just like every other thing on Eqvista, it is very easy to have a vesting plan duplicated. To help you with this, below is the step-by-step method to duplicate a vesting plan. Step 1: Log into your Eqvista account and select your company account.  On the dashboard, click on “Cap table” and then on “Vesting and plans”. Once you do this, you … Continued

Interested in issuing & managing shares?

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