Step 1: You can issue shares to the shareholder using the Eqvista platform. Once you issue the shares to a shareholder and share access to the cap table, they would get a link on their email. Just remember to use the right email for the process so that the shareholder can get an email notification.
Step 2: The shareholder would have to click on the link to “Accept Invitation” that is sent by the founder of the company. You (the shareholder who received the invitation), would be redirected to a new web page where you would have to set a new password to create your account on Eqvista.
Add in the new password for your account in both the fields – new password field and confirm new password field. Once done, click on “Save”.
NOTE: Do not forget to create a strong password and keep a note of it for future access to your Eqvista account.
Step 3: Once you click on “Save”, you will be redirected to the page where you will need to log into your account on Eqvista using your email ID and the password you just set.
Add in the details and click on “Submit”.
Step 4: Once you have logged in, you will be taken to the Eqvista main page where you will have to select the company name as shown below.
Select the company in which you have been given the shares. In this case, there is just one company, so we selected that.
Step 5: By doing this, you will be directed to the page where you can see what grants you hold in this company. From here you can easily view, track and even print all your holdings in the company. In short, you would be able to view all the information about the options or shares that you own, along with any vesting schedule that is applicable.
As shown above, there is only one grant given to the shareholder.
In addition to viewing the grants, you can also edit your profile, change the password of your Eqvista account, upload an avatar, check the shared documents (if the company has shared anything with you), and view the resolutions in the company (that you have the rights to vote on or that have voted on).
In short, everything is simple and right in front of you on Eqvista.
Step 6: For being able to view the specific certificate of the grant you were offered, you will have to click on the certificate number as shown here.
Step 7: Once you do this, you will reach the page where you can see the details of the grant.
For obtaining the official electronic certificate from the company, you will have to click on the option that is above the grant details. You will see a button that says, “View”, click on that.
Step 8: You will reach the page where you can now see the certificate.
As you can see above the certificate – the shareholder would not be able to sign the certificate unless and until they get it signed by the admin or founder of the company.
So, you need to first get this signed. To know more about how to request the certificate and download it, check out our support article here!