How to Request Option Agreement by Shareholder?

On Eqvista, shareholders with shareholder access can view their transactions on the company’s cap table and request option agreements from the company.

Note: The agreements are only applicable to options.

The option agreements are 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.

On the dashboard, click on “Transactions” on the left-hand side.

Note: Here, you can manage your cap table right from the dashboard. To understand how to view the dashboard, check out the support article.

Step 2: On this page, click on “Current Grants” to view the transactions under each type of security. In this case, click on “OP2-002” under options.

Step 3: You will be redirected to the details of the option as shown below.

To obtain the agreement from the company, you will have to click on the “Actions”. Then, click on “Request Agreement”.

Step 4: By clicking on “Request Agreement”, the electronic agreement will appear along with the status displaying “Awaiting Executor Assignment”.

So, you will have to request agreement, and the company will assign executors to sign the agreement.

Step 5: When the company assigns executors, you will receive an email that the requested agreement has been created, as shown below.

Here, click on “View Agreement”.

Step 6: Once you click, you will be redirected to view the agreement, as shown below.

As you can see from the agreement, you cannot download the agreement unless the company signs it as well. Once the company assigns executors and signs it, you will be able to download the option agreement.

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