On Eqvista, the administrator or superuser can create SAFE agreements, option agreements, and perform several functions. 

Note: The agreement feature is only available for premium account holders. To unlock this feature, kindly upgrade your account

Here are the steps to follow:

Step 1: Log into Eqvista and select your company.

Eqvista login

On the dashboard, click on “Admin Records” on the left to get a drop-down menu and select “Agreements”.

Admin Records

Step 2: On this page, you can view the list of created SAFE agreements and option agreements

SAFE agreements and option agreements

Once you click “Sign”, you will be directed to view and sign the agreement. Apart from signing, the admin or superuser can perform various functions

#1 Search and Filter

You can search for shareholder or instrument name/option grant by entering in the space as shown below.

Search and Filter

Narrow down your search by clicking on the “Status” button, as shown below. The “Status” of each agreement created can be one of the following:

  • Your sign is required: The agreement is yet to be signed by you if you are the executor.
  • On-Sign: Signed by the executor and is waiting for the shareholder to sign the agreement.
  • Signed: The agreement has been signed by both the executor and shareholder. 
  • Not assigned: The status indicates that the agreement requires the assignment of executors.
status

When you click, a drop-down list appears, and choose the options to filter the results. 

choose the status option

#2 Delete

To delete a created agreement, select the agreement and click on “Delete”.

Note: You cannot delete the agreement once it is signed by the shareholder. To delete the agreement, delete the grant and re-issue it to create a new agreement.

delete

By clicking on this, a dialogue box appears asking if you are sure that you want to delete the agreement.

delete confirmation

#3 Download ZIP

You can download both signed and unsigned agreement by clicking on “Download ZIP”.

A. Download Unsigned Agreement: If you want to download the agreement without signatures, click on “Download ZIP”.

Note: You can select more than one agreement. In short, you can select all items if you want to download all agreements at the same time.

download ZIP

By clicking on this, a dialogue box appears asking if you are sure that you want to download the agreement with signatures.

download confirmation

B. Download Signed Agreement: Suppose you want to download (signed) agreement, click on “Download ZIP” as shown below.

download signed agreement

Once you click, the agreement gets downloaded as a zip folder in Downloads. 

agreement gets downloaded as a zip folder

Double-click the zip folder to open the agreement downloaded in PDF format. 

agreement downloaded in PDF format

Double-click the PDF to open the downloaded agreement.

Double-click the PDF to open the downloaded agreement

For more information on Eqvista, check out our support articles or contact us today!

Over 20,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.