Spreadsheet view – Table for preferred equity grants
Eqvista strives to be a platform for companies to efficiently manage their stock, cap tables, equity grants, and shareholders. With our new Spreadsheet feature, you can now manage, add, edit, and delete large volumes of information like you would on Excel!
The Spreadsheet feature allows you to manage your shareholders, common equity grants, preferred equity grants, option grants, and convertible instruments in one place with similar functionalities to Excel.
Note: The spreadsheet feature is only available to Premium account holders. Please upgrade your account if you want to unlock this feature.
Given below is the step-by-step guide to viewing the table for preferred equity grants under Spreadsheet view.
Step 1: Login to your Eqvista account and select your company account.
On the dashboard, click on “Spreadsheet” from the left side menu.
Step 2: Once you click, a page will open for you as shown below. Under “Select Table Type” on the right-hand side, select “Preferred equity grants”.
Step 3: Under the “Manage Company Preferred Equity Grants” page, you can perform various spreadsheet functions like creating, editing, or deleting existing and new shareholders (just like how you would in Excel).
Note: On this page, you can view the already-issued preferred equity grants to shareholders. To know how to issue equities to shareholders, check out the support article here!
You can add a new shareholder, equity class, grant name, share amount, share price, and other vesting details. If you want, you can apply vesting schedule for equity grants in the spreadsheet view.
After adding or editing the details, click the “Check Data” button. If you want to cancel the process, click “Discard all Changes”.
Note: Grants under the same equity class must have the same equity class name, otherwise the system will create a separate class. During the saving process, every new class name would create a new equity class.
To add grants to non-existing shareholders, you would need to switch to the “Shareholder” table and add a new shareholder, then click the “Save” button. Check out the support article to learn how to add shareholders to the spreadsheet table.
Step 4: A data validation message will appear. This can either mean the data you entered has no issues or some details are missing or incorrect.
If some issues or some details are missing, the validation message will appear in “Red” as shown below.
After checking, you can proceed to save the information by clicking on the “Save” button.
Step 5: After data validation, the shareholder details will be added to the spreadsheet under the “preferred equity grants” table.
You can also perform functions like “edit” and “delete” in the spreadsheet under the “preferred equity grants” table.
Similarly, you can manage the shareholders and grants of common equity, options, and convertible instruments. To know more about other features of Eqvista and understand how other tables work under the Spreadsheet feature, check out our other support articles here.
