With Eqvista, not only can you easily grant access to anyone you have on your account, but you can also specify the type of access that the different roles have. The levels of access range from a limited access, where only a part of your cap table is viewed, to a full access, granting all … Continued
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
Option stocks are typically offered as a part of the employee compensation plan and are a great way to reward the employees according to the value of the company. You can learn more about option grants and how your company can use them in this article. Creating option grant agreements and e-signing them is simple … Continued
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
Give your Eqvista account a professional touch by uploading your Avatar or Company logo to the app. The process is simple and will take you just a minute if you already have your Avatar/ Logo ready. Here’s the guide to uploading Avatar/Logo to Eqvista. Step 1: Log in to your account on the Eqvista app. … Continued
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
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
Now that you have issued Phantom stocks on Eqvista, let’s look at how it is recorded on the equity page. The platform presents all the Equity grants in a simple, easy-to-understand format for a quick overview. On the equity page, the Phantom stock will appear faded. Just a look at the page and you can … Continued
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
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
If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!
