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” fromRead More
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 seeRead More
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 ownsRead More
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.Read More
Here is how to get the secondary transaction report. Secondary Transaction Report But before we can talk about how to extract the secondary transactions report on Eqvista, let us understand what the secondary transaction report is about and what you will get in it. What is a Secondary Transaction Report? The Secondary Transactions Report includesRead More
This authentication comes up every time the user wants to log in. If you, the user, are using the same system to log into your Eqvista account every day, then you can easily select “Don’t ask for 15 days”. Here is how the two-factor authentication works: Step 1: Go to the Eqvista login page. EnsureRead More
Yes, Eqvista allows you to share admin access to your shareholder. And for this, the superuser is the only one who has the power to give admin access. Here is how the superuser can give access to the shareholder on Eqvista. Step 1: Log into your Eqvista account and select the company profile. By doingRead More
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. TheyRead More
Before you can do anything, you need to log into your Eqvista account and select your company profile to reach the dashboard. Method 1 In this method, you will see how to delete a vesting schedule when you just created it and did not assign it to any share grant. Step 1: From here, clickRead More
Step 1: Log into your Eqvista account and select your company profile. On the dashboard, click on “Securities”. Let us begin by issuing a share/grant to a shareholder. When you click on this, a submenu will appear. Here, select the “Equities” option to reach the following page. You will see all the different equity classes.Read More
If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!
