Eqvista provides an option to add an LLC type of company to your account. There are two ways in which you can add an LLC company to your account – create a new company or change the type in your company settings. Scenario 1: Create a New Company Step 1: Let’s assume you want to create … Continued
A user can view the cap table and access company information based on the kind of access they have. With Eqvista, you can easily assign user roles and appropriate access levels to stakeholders of the company. Here are the steps to follow: Step 1: Log into Eqvista and select your company account. On the dashboard, click … Continued
The superuser can grant shareholder access or full access to the company’s cap table. The shareholders have the option to decline the invitation to access the cap table. Here are the steps to follow: Step 1: An invitation will be sent to the shareholder which needs to be accepted. This is a sample of the … Continued
The share access allows the superuser to grant access to the company’s cap table with their shareholders, employees, investors, board members, and accountants. There are two types of access granted to shareholders – shareholder access and full access or admin access. Here are the steps to follow: Step 1: Log into Eqvista and select your … Continued
Company comparable analysis provides information on your company’s performance and market position. This tool can assess your company’s strengths, weaknesses, and growth prospects by comparing it to other public companies. Note: The company comparable feature is only available for premium account holders. Kindly upgrade your account to unlock this feature. When choosing public companies for … Continued
With this tool, users can compare their company to other public companies and gain a better understanding of their strengths, weaknesses, and opportunities for growth. Note: The company comparable feature is only available for premium account holders. Kindly upgrade your account to unlock this feature. Here are the steps to follow: Step 1: Log into your Eqvista … Continued
The tool is designed to help you gain valuable insights into your company’s performance and position in the market. Note: The company comparable feature is only available for premium account holders. Kindly upgrade your account to unlock this feature. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account. On … Continued
After creating your company account in Eqvista, you must have added shareholders and issued shares. If you choose, you can stop the vesting process of the shares issued to the shareholder. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account. On the dashboard, click on “Securities” on the left-hand side … Continued
Rule 701 allows companies to issue equity compensation without registering the securities under the Securities Act. Note: The Rule 701 feature is only available for premium account holders. Kindly upgrade your account to unlock this feature. After selecting the securities, the aggregate sales price or amount of securities sold within a continuous 12-month period must meet … Continued
Have you faced any problems checking Rule 701 eligibility? Companies may issue stocks or stock options under Rule 701 exemption without registering the securities under the Securities Act. Note: The Rule 701 feature is only available for premium account holders. Kindly upgrade your account to unlock this feature. REASON 1 Once a company account has been … Continued
If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!
