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
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
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
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
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
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
If you have joined Eqvista to track and manage the shares of your company, then you know that it is very easy on the app. In the same way, if you have issued shares to an employee using a milestone vesting plan and they have completed a milestone, you can easily mark it as complete in the application … Continued
If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!
