On the other hand, a “User” is the person who (after they get access from the superuser), can issue shares, grants, options, and warrants, terminate the transactions, track the company’s standing, and even add shareholders. This account user does not have permission to change any major information in the company profile or even delete theRead More
Here are the steps to create a share certificate on Eqvista: Step 1: Log into your Eqvista account and select your company profile to reach the dashboard. From here, click on “Company” from the left side menu and then on “Certificates”. By doing this, you will reach the following page. Here, click on “Create Certificate”.Read More
Here are the steps to do it: Step 1: Let us assume you requested the certificate and it has been signed by the administrator. You will receive an email that acts as a notification informing you that you can download the certificate. From the email you receive, click on “View Certificate”. Or you can directlyRead More
Eqvista now allows the shareholder who has the viewable access of their own transactions on the company’s cap table to request for the share certificate from the company. Step 1: This is what the email would look like where you need to approve the grant offered to you. Click on, “Go to Eqvista”. Step 2:Read More
Eqvista has added another feature in our app where the shareholder can sign the share certificate online and request the company to sign and finalize the share issuance process by completing the share certificate. Step 1: Log into your account on Eqvista and select your company’s profile. From here, you will reach the dashboard ofRead More
Share access function allows you to share access to the cap table with your shareholders, employees, investors, board members, lawyers, and accountants. To share access to the cap table with your shareholder, follow the steps shared below: Step 1: Log into your account on Eqvista and select your company’s profile. From here, you will reachRead More
Another feature of the Eqvista app is Electronic Shareholder Acceptance. When you issue equity grants, options and warrants to shareholders, there will be an electronic acceptance for shareholders to sign (electronically) for the issuance to take place. Note: You will need to add the shareholder profile before you can begin the issuance process as sharedRead More
Eqvista is a very user friendly app to use. In addition to setting up your company’s cap table and monitoring all the equity in your company, it can also handle your company’s meeting and board resolutions. Here is the step by step process of how to do it: Step 1: Log in to the applicationRead More
Just so you know, Eqvista is a FREE to use the application for companies with up to 20 shareholders. We believe that small companies and startups should be able to take advantage of their shareholders on an app for little to no cost, and we are here to help them out with that. However whenRead More
Not sure how to do this? Here is a step by step process that can help you. Step 1: Let us say that you are trying to add the 21st shareholder to your company profile on Eqvista under the shareholder section as shown below. As you add in the name of the shareholder, you willRead More
If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!
