How to update Credit Card information on Eqvista?

Updating your credit card details on the Eqvista app is a simple two-step process. Keep your card handy and follow the next steps to change the information. Step 1: Log in to your Eqvista Premium account and go to the ‘Details’ tab under the ‘Subscription’ menu on the left panel. Click on the ‘CHANGE CREDIT … Continued

How to create and e-sign SAFE agreements?

SAFE or Simple Agreement for Future Equity is a fantastic tool for startups to collect initial company funding without giving away a lot of company ownership. Creating and e-signing SAFE on Eqvista takes only a few simple steps.  You can know more about SAFE convertible notes and how your company can use them here.  In … Continued

How to save your signature in the Eqvista app?

Saving your signature on the Eqvista app will ensure that you can quickly e-sign documents as required. This article will take you through the process. Step 1: Log in to the Eqvista app. Click on the dropdown sign beside your name on the right-side top corner of the window. From the dropdown, select ‘My Profile’ … Continued

How to issue phantom stock on Eqvista?

Your organization might decide to issue phantom stocks to senior level employees as a part of employee benefit plan or incentive. With Eqvista, you can issue phantom stocks in minutes following some simple steps. The platform gives you all the flexibility to issue, manage, and repurchase phantom stocks as per the changing needs of your … Continued

How is phantom stock recorded in Cap Table?

Phantom stocks are useful financial instruments for any company. Let’s check out how phantom stocks are recorded in the Cap Table on Eqvista.  For easy understanding, we will start from the Equity page view. You can learn about how Phantom stocks are recorded on the Equity page in detail from this support article. On the … Continued

How is phantom stock recorded in reports?

After you issue Phantom stocks, they will be recorded in the company reports. Let’s find out how they will appear in the reports so that you can quickly point them out. You can generate reports from the ‘Reports’ menu on the left panel of the EQVISTA app. Select the ‘Basic company report’ tab and then … Continued

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!