Company Profile Overview
Viewing your company’s profile is easy on Eqvista.
View company profile
On Eqvista, you can view your company profile and update your settings. Here is how you can view your company profile overview on Eqvista.
Here is how you can view your company profile overview on Eqvista.
Step 1: Log into your Eqvista account and choose the company account that you want to view.
You will be directed to the dashboard as shown below. Here, you will see the option “Company” on the left side panel of the dashboard. Select this and a drop-down menu will appear. From the menu, select the option “Profile”.
Step 2: You will be taken to the company profile page where you can see all the details of the company. In short, this is the company profile overview page.
Let’s look into each section of the page.
Panel 1
At the top of the page, it displays the company name, formation type, status, formation date, jurisdiction, and industry.
Panel 2
Here, you will be able to see details like the Company’s name, country of origin, the currency that the company follows, formation (type of company), total shares authorized, state of formation, website, EIN, incorporation date, industry, shares available to issue, and description.
On the top right side of the page, you will see the option that says “Edit”. The Edit button allows you to edit the details of the company.
After clicking “Edit”, a panel will appear, and you can edit the company details.
Once you have completed all the editing, click on “Save Changes”. You can also click on “Cancel” to discard all the changes.
Panel 3
The next panel displays contact details such as contact name, contact email, and mail address.
On the top right side of the page, you will see the option that says “Edit”. The Edit button allows you to edit the contact details.
After clicking “Edit”, a panel will appear, and you can edit the contact details.
Once you have completed all the editing, click on “Save Changes”. You can also click on “Cancel” to discard all the changes.
Panel 4
The section displays options for how ownership, number, and dates are calculated and displayed. It involves ownership percentage, preferred conversion rate, capital committed source, capital committed rounding, share price rounding, vesting rounding, date format, show equity value to shareholders, and set authorized shares for equity.
On the top right side of the page, you will see the option that says “Edit”. The Edit button allows you to edit the equity settings.
After clicking “Edit”, a panel will appear, and you can edit the equity settings for how ownership, number, and dates are calculated and displayed in the company.
- Ownership Percentage: Choose the ownership percentage from two options: Outstanding Only and Outstanding & Reserved. By default, it is set to “Outstanding Only”.
- Preferred conversion rate: Enable preferred conversion rate by selecting “Yes”. By default, it is set to “No”.
- Capital committed source: Select the option to use capital committed source. By default, it is set to “No”.
- Capital committed rounding: Round the capital committed to a range of 0 to 2 decimal places.
- Share price rounding: The share price can be rounded to a range of 0 to 6 decimal places.
- Vesting rounding: Round the vesting to a range of 0 to 2 decimal places.
- Date format: Select the data format from the two options – Mar 04, 2026 (“mm/dd/yyyy”) and 04 Mar, 2026 (“dd/mm/yyyy”).
- Show Equity Value to shareholders: Display equity value to shareholders by selecting “Yes”. By default, it is set to “No”.
- Set Authorized Shares for Equity: Set authorized shares for equity by selecting “Yes”. By default, it is set to “No”.
Once you have completed all the editing, click on “Save Changes”. You can also click on “Cancel” to discard all the changes.
Panel 5
There is an option “Authorize More Shares” to add more shares in the company. When a company grows or goes public, the company gets more shares authorized to raise more rounds of funding in the company. That is when you can come back here and increase the authorized shares in the company.
Note: If you want to add more authorized shares to your company, click on “Authorize More Shares” and to edit the authorized shares, click on “Detail”. Check out the support article to learn how to add those shares.
Panel 6
At the bottom of the page, you will be able to see the financial statements of the company. The statement includes a Profit & Loss and a Balance Sheet.
Note: The financial statements are based on the default template. Kindly update the numbers with your actual finance data. If you want to edit the financial statements, click “Edit”. Check out the support article to learn how to fill the financial statements.
Panel 7
The next section provides the option to enable the real-time valuation menu. It gives this company the valuation-first layout instead of the full cap table view.
Panel 8
Manage security requirements for this company by enabling 2 factor authentication. Applies to existing and new invited users for this company.
Note: Only the company owner or superuser can change this settings.
Once you have completed all the editing, click on “Save Changes”. You can also click on “Cancel” to discard all the changes.
Panel 9
Here, you can further delete the company if you want by clicking on “Delete Company”.
By clicking on this, you will get a dialogue box as shown below.
As seen in the dialogue box, you would be asked if you are sure that you want to delete the company. It’s important to note here that all the company transactions would be deleted along with the company profile.
So, if you want to delete the company, select the option “Delete Company”. If you want to keep the company, select the option “Cancel”.
You can check every company profile overview, edit them, and even delete the company through these steps. If you want to know more or understand any other process, check out the other support articles here or contact us today!
