How to Share Your Real-time Valuation Report?

A real-time valuation performed by Eqvista calculates the fair market value of your company’s shares.  On Eqvista, you can easily share your real-time valuation report.

Note: The real-time valuation feature is only available for enterprise account holders. Kindly upgrade your account to unlock the feature. 

Share Real-time Valuation Report

Here are the steps to follow:

Step 1: Log into Eqvista and select your company account.

On the dashboard, click on “Real Time Valuation” on the left side, as shown below.

Step 2: Then, you will be directed to the following page displaying the real-time valuation. 

Note: To further understand how to view the real-time valuation graph, check out the support article here!

To share your real-time valuation, click on “Share”.

Step 3: Once you click, a pop-up panel appears with an option to search for the recipient’s email(s) by typing the first 3 letters. By default, the subject of the email is already filled and add a message if needed. 

Once done, click on “Share”.

Step 4: Here is an example email that will be sent to the recipient, which will contain a screenshot of the valuation chart and any personal message if added. 

If you want to understand Eqvista, check out our support articles or contact us today!