Managing shareholders, common equity, cap tables and company filings is much easier and efficient with Eqvista. You can manage all of your equity in one place without any trouble. With the new Spreadsheet feature, users can now manage large volumes of data (shareholders, stocks, grants, etc.), in a similar way to Excel spreadsheets. You canRead More
Managing common equity grants is now easier and efficient with Eqvista. The Spreadsheet function allows users to add, edit, delete shareholders and grants in bulk and view all information in one place. It works similarly to Excel, but you can store all of your information in one place and not risk losing your records. HereRead More
Eqvista strives to be a platform for companies to efficiently manage their stock, cap tables, equity grants and shareholders. With our new Spreadsheet feature, you can now manage, add, edit and delete large volumes of information like you would on Excel! The Spreadsheet feature allows you to manage your shareholders, common equity grants, preferred equityRead More
We at Eqvista are always looking for new ways to help solve our clients’ problems in managing their company stock, common equity, cap tables, and company filings. One such problem our clients encounter is the large number of option grants they need to issue and keep track of. With our new Spreadsheet feature, Eqvista usersRead More
With the help of Eqvista, it is easy to implement a vesting schedule for equities in the Spreadsheet view. To make things easier for those who need some help, here is a step-by-step guide on how to apply/implement vesting schedules for equities in the spreadsheet view. Please note: the Spreadsheet feature is only available toRead More
In order to issue securities on Eqvista, equity classes must be created. When you first create your company profile, there is already an equity class for “Founders” since they are the first ones who need the shares for the process to start. At least one equity class is needed in order to issue warrants orRead More
Eqvista is always looking for new ways to make sure our users have a hassle-free and efficient experience in managing your cap table, shares, equity, and grants. On Eqvista, grants can be cancelled, deleted, or restored (depending on what you want done). Cancelling a grant will just cancel it: you can restore it later onRead More
Employees at some point leave a company. But what happens if the employee who decides to leave was offered equity employee compensation? Let us take the different scenarios that can come up in such a case, to understand what to do. Instance 1 Let us take the case where the employee was a good staffRead More
If you are on Eqvista, you already know that using the application is quite simple. And the best thing about this application is that you can also request a 409A valuation right from the dashboard. It also keeps all the records and previous valuation results to help you keep track as your company grows. NotRead More
Types of Report There are three types of reports that you would need to use. Each has been explained below: Note: We have also shared the steps on how you can reach these reports. Step 1: Log in to the application, select your company profile, and when you reach the dashboard, click on “Report” fromRead More
If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!
