If you have been using Eqvista for a while now, you know that you will need to subscribe to the premium plan once you have about 20 shareholders in your company and you want to add more.

Not sure how to do this? Here is a step-by-step process that can help you.

Step 1: Let us say that you are trying to add the 21st shareholder to your company profile on Eqvista under the shareholder section as shown below.

shareholder section

Once you click on the button “add shareholders”, a new panel as shown above would appear. Here, you will see the total number of shareholders already added and the number of free shareholders you can still add to the cap table without subscribing to the premium plan.

Below the field to add the name of the shareholder, you will also see a message that says, “Subscribe to premium plan to add more shareholders”.

You can add in all the details of the shareholder here, but you will not be able to “Save” the details.

As Eqvista only allows up to 20 shareholders at one time, you will have to subscribe to the premium plan so that you can then add more shareholders.

Note: Eqvista will notify you to subscribe to the premium plan when you are trying to add more than 20 shareholders to your company profile.

Step 2: For subscribing to the premium plan, you will need to click on the option that says “Subscription” on the left-side list of options. Once you do this, you will be redirected to the following page.

Here, you will see what features you get for each plan, as listed below:

The freemium plan allows you to have:

  • A maximum of 20 shareholders
  • Unlimited features

And the premium plan allows you to have:

  • Unlimited shareholders
  • Unlimited features

Since we are aiming to subscribe to the premium plan, you will first have to add the number of shareholders that your company will have at that time. In this case, we added the number 40 as you can see in the image above.

Note: You will have to pay $2 for each shareholder that your company has.

So, for 40 shareholders, you will have to pay $80 per month. The details of the plan can be seen on the right-hand side of the page. You will see the amount and a space to add your credit/debit card number for the billing process.

Note: The billing process on Eqvista is very secure and is powered by Stripe. This means that your details are secure.

Just add in your billing details and click on “Order Subscription” to subscribe to the premium plan. As time passes, you will be able to see all the invoices and bills for the plan shared in the payments section, where you add your card number for the billing process. And just like this, you can easily subscribe to a premium plan on Eqvista without much hassle.

To know more about how to use Eqvista, check out the other support articles here!

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