On Eqvista, you can enable automatic option agreement generation for your issued options. What is automatic option agreement generation? The feature simplifies the process of creating option agreements, allowing you to generate them with just a few clicks. The agreements are only applicable to options. Note: The automatic agreement generation feature is only available for premium …
Eqvista allows you to enable automatic SAFE agreement generation for your issued SAFEs. What is automatic safe agreement generation? The feature allows you to create SAFE agreements with just a few clicks, streamlining the process, saving time and effort. The agreements only apply to SAFEs and are not available for convertible notes. Note: The automatic agreement generation …
On Eqvista, you can enable automatic certificate generation for your issued shares in just a few simple steps. What is automatic certificate generation? The feature simplifies the process of creating certificates, ensuring efficient management without having to create them manually. Note: The automatic certificate generation feature is only available for premium account holders. Kindly upgrade your …
On Eqvista, you can easily download an extended report by navigating to the cap table section of the application. What is an extended report? An extended report is a report that includes all the primary issuances of the company. The report not only displays the cap table but also provides details of all the issuances that have …
Eqvista allows you to download a summary report directly from the cap table section of the application with just a few clicks. What is a summary report? A summary report helps track and analyze the equity ownership structure of the company. This report includes a list of all shareholders, the kind of securities in the …
On Eqvista, you can manage your shareholders, common equity, cap tables, and company valuation in one place without any trouble. The account overview feature allows you to easily view and manage your valuation in just a few clicks. View valuation details in account overview Here are the steps to follow: Step 1: Log into Eqvista and choose …
On Eqvista, connect external companies to their parent companies (or vice versa) using group structure. When creating a group structure, each company can belong to only one group structure, and it cannot appear in multiple separate structures. Connect external companies in group structure Here are the steps to follow: Step 1: Log into Eqvista and choose your …
Group structure allows companies to connect their subsidiary companies to their parent companies (or vice versa). When creating a group structure, each company can belong to only one group structure, and it cannot appear in multiple separate structures. Connect my companies in group structure Here are the steps to follow: Step 1: Log into Eqvista and choose …
On the Eqvista platform, group hierarchy can be managed and visualised using group structure. The created group structure can be viewed and managed in just a few clicks. Edit group structure Here are the steps to follow: Step 1: Log into Eqvista and choose your company. On the dashboard, click “Company” on the left to get a drop-down menu …
Eqvista provides an option to view the graphical representation of group structure. The created group structure will include a group structure chart, an ownership summary, details about external investors, and portfolio financial information. Here are the steps to follow: Step 1: Log into Eqvista and choose your company. On the dashboard, click “Company” on the left to get a …
Over 23,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.