Share access function allows you to share access to the cap table with your shareholders, employees, investors, board members, lawyers, and accountants.

One great thing about this function is that it allows you to choose how much of the cap table you want to share with the person. So, this means that you can give them either the “view access” or “complete access” (User Page) to the cap table. Keep in mind that when you give a shareholder complete access to the cap table, they would be able to alter the details. So, make sure you are sharing the right kind of access to the right people.

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.

shareholders

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.

Share access

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.

Shareholder overview

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.

Send invitation

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. 

Invitation email

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.

shareholder transactions

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!

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