Share access function allows you to share access to the cap table with your shareholders, employees, investors, board members, lawyers, and accountants.
To share access to the cap table with your shareholder, follow the steps shared below:
Step 1: Log into your account on Eqvista and select your company’s profile. From here, you will reach the dashboard of the company. Click on “Shareholders” from the left side menu. With this, you will be redirected to the page where you can see all the details of the shareholders as shared below.
Step 2: On this page, click on the shareholder to whom you want to give the cap table access. When you do, you will reach the following page where you can see the button that says, “Share Access”. Click on this.
Step 3: When you click on this, a new panel would appear as shown below where you need to add the person’s email address to invite them to Eqvista.
Add the email of the shareholder in the field available and then click on “Search”. Once done, a new message will show up on the right side saying, “Access will be limited to the shareholder view of the company”. This is a choice that comes by default for everyone that you give the cap table access to. This means the shareholder will only be able to view company transactions assigned to them (share grants, option grants, warrants, notes, documents, others).
Step 4: From here, click on “Send Invitation”. The invitation would be sent to the shareholder’s email address that you added. And you will be redirected to the following page.
You will be able to see if the shareholder has accepted the access request. You can also remove the access of the cap table if some issue comes up or in case you sent it to the wrong email.
Note: This is how the email would be for the invitation sent to the shareholder to get access to the cap table.
Being the shareholder who received the email, you will have to click on the button saying, “Accept Invitation”. With this, a new window will appear where you will be asked to make a profile on Eqvista.
And when the shareholder creates a password and logs into their account, this is what they will be able to see.
Since the cap table is only viewable, the shareholder would not be able to edit anything and just view their transaction details. In short, shareholders can only view their transactions.
To know more about how to navigate and use Eqvista, check out our support articles here!