Group structure allows visualization and management of group hierarchy within the Eqvista platform. The feature basically allows companies to link their subsidiary companies to their parent companies (or vice versa). Each company can belong to only one group structure, it cannot appear in multiple separate structures. Create a group structure Here are the steps to …
The group structure allows visualization and management of group hierarchy within the Eqvista platform. The feature basically allows companies to link their subsidiary companies to their parent companies (or vice versa). Key features and highlights With Eqvista’s Group Structure, users can quickly view all entities, navigate between parent and subsidiary details, and understand how ownership …
The best thing about Eqvista is that you can manage your shareholders, common equity, cap tables, and company filings right from your dashboard. Navigate your dashboard Here are the steps to follow: Step 1: Log into Eqvista and choose your company. On this page, you will find some options on the top bar that will help you …
Converting notes into company shares is one of the most important transactions an investor can make in a company. Using Eqvista’s spreadsheet, convert notes into shares using valuation or price per share method. Convert notes into shares using price per share method Here are the steps to follow: Step 1: Log into Eqvista and select your company. …
A key transaction an investor makes in a company is conversion of notes into company shares. With Eqvista’s spreadsheet, convert notes into shares using valuation or price per share method. Convert notes using valuation method Here are the steps to follow: Step 1: Log into Eqvista and select your company. On the dashboard, click “Spreadsheet” on the left-side menu …
Yahoo Finance made public stock prices universally visible. NASDAQ built the rails for price discovery and capital formation. Eqvista is pioneering the next frontier: real-time valuation and market-grade infrastructure for private companies, transforming the opaque into transparent, and unlocking liquidity where none existed before. Last Updated: March, 2026 How does the valuation work in real …
The superuser can share access to the cap table with their shareholders, employees, investors, board members, and accountants. Two access types can be provided: shareholder access and full access/admin access to the cap table. Under shareholder access, stakeholders have the option to view grants and documents, participate in board resolutions, and sign electronic certificates. Provide shareholder access There are three ways by which you …
One type of secondary transaction is a transfer, where shares can be transferred from one shareholder to another. On Eqvista, transfers can be performed using the spreadsheet feature. Transfer shares using the spreadsheet feature Here are the steps to follow: Step 1: Log into Eqvista and select your company. On the dashboard, click “Spreadsheet” on the left-side menu on …
Options can be exercised into equities, which is considered a secondary transaction. Eqvista provides an option to exercise options using the spreadsheet feature. Exercise options using the spreadsheet feature Here are the steps to follow: Step 1: Log into Eqvista and select your company. On the dashboard, click “Spreadsheet” on the left-side menu on the page below. Step 2: Then, you will …
One important secondary transaction is repurchase, where a company buys its shares back from shareholders. With Eqvista’s spreadsheet feature, grants can be repurchased in a few clicks. Repurchase grants Here are the steps to follow: Step 1: Log into Eqvista and select your company. On the dashboard, click “Spreadsheet” on the left-side menu on the page below. Step 2: Then, …
Over 23,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.