Add Multiple Companies Using Template

You can easily create your Eqvista account and your company’s profile to issue shares and securities to the shareholders. How to Add Multiple Companies Using Template?  On Eqvista, you can add multiple companies using a template or manually in simple steps. To help you better, here is a step-by-step guide on how to add multiple companies …

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Onboarding Drafts

On Eqvista, you can easily revisit and complete the onboarding process without losing any information. What Are Onboarding Drafts? Onboarding drafts save the progress of onboarding: On Eqvista, you can view the onboarding drafts in just a few clicks. Here are the steps to follow: Step 1: Log into your account on Eqvista, or create an account …

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How to Include Services for Multiple Existing Companies Manually?

You can easily expand the functionality of their existing companies on Eqvista by adding services like cap table management, 409A valuation, and real-time valuation.  Note: The companies have the following access types – full access, limited view, or full view. You must have full access to add services to the company.  Add Services for Multiple Existing Companies …

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How to Include Services for Multiple Existing Companies Using Template?

Eqvista simplifies the process of managing multiple companies by allowing users to easily add services, including cap table management, 409A valuation, and real-time valuation. Note: The companies have the following access types – full access, limited view, or full view. You must have full access to add services to the company.  Add Services for Multiple Existing Companies  …

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Add Multiple Companies Manually

It’s simple to create your Eqvista account and your company’s profile for issuing shares and securities to your shareholders.   How to Add Multiple Companies Manually?  Eqvista provides an option to add multiple companies using a template or manually. To help you better, here is a step-by-step guide on how to add multiple companies manually on Eqvista. …

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How to Include 409a Valuation Service for an Existing Company?

On Eqvista, you can add 409A valuation service to an existing company. Note: The companies have the following access types – full access, limited view, or full view. You must have full access to add services to the company.  Add 409a Valuation Service for Existing Company Whether you’re looking to expand or improve the services of an …

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How to Embed Real-time Valuation on Your Website?

Eqvista offers real-time valuation right from the application’s dashboard. These valuations are real, audit-ready, backed by experts, and delivered at the speed of business. Additionally, you can embed it on your website using code or a public link. Note: The real-time valuation feature is only available for 409A account holders. Kindly upgrade your account to unlock the feature. Embed Real-time Valuation on …

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Document Onboarding – 409a Valuation

It is very easy to create an account on Eqvista, add a new company, create shareholders, and upload documents for a 409A valuation.  How to Onboard Documents for 409a Valuation? The process of onboarding documents for a 409A valuation is straightforward and designed to be user-friendly. By following a few steps, you can upload the necessary documents …

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How to View Documents Onboarded for 409a Valuation Renewal?

Onboarding documents for 409A valuation renewal involve uploading the essential documents needed to ensure an accurate valuation of your company. View Onboarded Documents for 409a Valuation Renewal Documents onboarded for 409A valuation renewal are easily accessible and can be viewed in simple steps. This ensures a comprehensive overview of all information for an accurate valuation …

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How to View Documents Onboarded for 409a Valuation?

The process of onboarding documents for 409A valuation is designed to upload the necessary documents for accurate valuation of your company. View Onboarded Documents for 409a Valuation Onboarded documents for 409A valuation can be accessed and viewed in just a few clicks. It allows for a quick overview of all information, ensuring an accurate valuation …

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Over 25,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.