Here is the step by step guide on how to export a cap table on Eqvista.
Step 1: You need to first log into your Eqvista account and select the company that you want to export the cap table from. Once you do this, you will reach the dashboard of the company.
From here, you need to get to the overview of the cap table. And for this, there are two ways you can get there. Each method has been shared below:
On the main dashboard page, you will see a panel on the top-left side of the page as “Ownership %”. Under the graph, there is a link titled “Detail overview of the captable”. Click on this link as below.
The second method is just as simple. From the dashboard, click on the “Cap Table” option on the left hand side menu panel. A drop down menu will appear, from which you need to click on “Detail” as shown below.
Step 2: Regardless of the method you choose above, you will be directed to the same page as below.
On this page, you will be able to see a chart showing all the share classes in the upper panel of the page. And in the second part of the page, you will be able to see the details of all those who have been issued the shares, what kind of shares they have, their ownership percentage, and the capital they invested in the company.
Step 3: In this part, you will find a button that says, “Export to Excel”. By clicking on this button, the cap table would immediately be downloaded into your system in the form of an excel sheet.
From the above image, you can see that the cap table has been download into your system. Once you click on this, the cap table would be seen as shown below.
And just like this, you can easily export your cap table on Eqvista. If you want to know more or understand any other process, check out the other support articles here or contact us today!