Introduction to Eqvista Report

Types of Report There are three types of reports that you would need to use. Each has been explained below: Note: We have also shared the steps on how you can reach these reports. Step 1: Log in to the application, select your company profile, and when you reach the dashboard, click on “Report” from
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Implementing a Vesting Schedule

Step 1: First log into your account, select the company profile, and go to the dashboard. From here, you now need to start the process of issuing shares to the shareholder or employee. So, click on “Securities” and then on “Equities” from the left-side menu to reach the following page. From here you will see
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Create Cap Table Report on Eqvista

What is a Cap Table Report? A cap table report is a report that holds all the updated information of the company’s cap table with the total ownership of the company for each shareholder. This report has a list of all the shareholders, their ownership percentage, the kind of securities in the company, who owns
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Create Basic Company Report on Eqvista

Basic Company Report But before we can talk about how to get your basic company report from Eqvista, let us understand what a basic company report is and where you will need it. What is a Basic Company Report? A basic company report is a report that includes all the primary issuances of the company.
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Who is a superuser?

A superuser is a person who creates an account on Eqvista. This person can either be the founder, director, or even the admin for your company, although it is advised that it should always be the founder. The superuser has control over all the actions that take place on the company profile on Eqvista. They
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Interested in issuing & managing shares?

If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!