Eqvista allows you to view the documents attached to the grant along with the shares issued. Log into Eqvista account and select your company. Shares and Securities If you have already issued shares and securities, and would like to attach document to the grant. To attach a document, click on “Add Document”. The document will be added, and you … Continued
In Eqvista, documents can be attached to a grant directly or when sharing documents with stakeholders. Along with shares issued, the stakeholders can view the attached documents. There are two ways in which you can add documents to a grant. Here are the steps to follow: Step 1: Log into Eqvista account and select your company. … Continued
Eqvista allows users to enable two factor authentication and update their account settings for extra security. Here are the steps to follow: Step 1: Log into Eqvista account and select your company. On the dashboard, click on “your name” on the right to get a drop-down menu and select “My Profile” to view your profile settings. Step … Continued
The delegate access allows users to view the cap table and company information, depending on the access that has been delegated. Eqvista simplifies the process of switching between delegate accounts. Here are the steps to follow: Step 1: An email will be sent with delegated access, and click on “Manage Delegations” as shown below. Note: … Continued
The terms “share access” and “delegate access” often refer to different levels of permissions granted to access the cap table and company information. Some of the key differences between share and delegate access: With Eqvista, you can delegate shareholder access to view the grants, participate in board resolutions, sign and request electronic certificates, and sign … Continued
A user can view the cap table and company information based on the delegated access. When Should You Delegate Access? Delegate Access is typically used where centralized, scalable management of multiple accounts is needed. Here are a few cases in which you can delegate access: With Eqvista, you can delegate account user access and appropriate access … Continued
Once you have created your company, it is quite simple to issue shares and add a vesting schedule. With Eqvista, you have the option to round the vesting to two decimal places. Here are the steps to follow: Step 1: Log into Eqvista account and select your company. On the dashboard, click on “Company” on the left side … Continued
Eqvista allows the administrator or superuser to create certificates for grants and perform several functions. Note: The certificate feature is only available for premium account holders. Kindly upgrade your account to unlock the feature. Here are the steps to follow: Step 1: Log into Eqvista account and select your company. On the dashboard, click “Admin Records” on the left side to … Continued
The date format feature allows you to choose how the date should be displayed in the application. Here are the steps to follow: Step 1: Log into Eqvista and select your company account. On the dashboard, click on “Company” on the left side to get a drop-down menu and select “Profile”. Step 2: By clicking, you will be … Continued
Once you added an LLC company to your Eqvista account, you can add members and issue units to them. Here are the steps to follow: Step 1: Log into Eqvista and select your company account. On the dashboard, click on “Members” on the left side or select “All Members” to view the members of the … Continued
If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!
