View my Subscription details, payments, and billings

It is very easy to view all your subscription details on Eqvista such as your payments, billing, and subscription details. Here is the step-by-step process to see them. View payments, billing, and subscription details Accessing and reviewing your subscription details on Eqvista is very easy. You can easily navigate through various sections to check important information …

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Canceling my subscription plan

Note: If you’re going to take a break from payments, we recommend canceling your subscription rather than stopping payments. Simply discontinuing payments may result in your account being marked as Late Payment and, finally, Frozen. How to cancel my subscription plan? If you have subscribed to a premium plan on Eqvista and would like to cancel the plan, …

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Premium Plan Pricing

If you are still not sure about the premium plan pricing, then this support article will help you with it. Eqvista lets you know about the details right on the platform. Eqvista pricing plans Here, you will be able to see that Eqvista has two kinds of subscription plans for cap table and pricing as shared …

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Secondary Transactions – Partial Transfers

Secondary transactions occur after a company has issued its primary shares and often involve existing shareholders buying or selling equity between themselves. When these deals arise, many founders and admins ask, “How to handle secondary share transfers?” On Eqvista, you can manage these secondary share transfers directly in your cap table, ensuring every share movement …

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Secondary Transactions – Cancellation

Canceling a grant is considered a secondary transaction in a company, and can be useful for shareholders that exit the company early.  Cancel share grants Here is how you can cancel share grants on the Eqvista app. Step 1: Begin by logging into your Eqvista account and select your company account.  You will reach the dashboard of the company account. From …

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Secondary Transactions – Partial Share Repurchase

A share repurchase is a transaction where a company buys back its shares from the shareholders. And as this takes place after the primary share issuance, this is also called a secondary transaction. You can easily repurchase the shares back from a shareholder on the Eqvista app. Partial share repurchase Here is a step-by-step method on how to repurchase the …

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Create a Vesting Plan

Eqvista allows you to create a vesting plan very easily. Here is a step-by-step guide that will help you understand how to create a vesting plan on Eqvista. How to create a vesting plan on Eqvista? Step 1: Log into your account on Eqvista, select the company account, and go to the company’s dashboard.  On the …

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Create a Time-Based Vesting Plan

Eqvista is one of the easiest platforms to use for creating an advanced and complex cap table. This means that you can create a time-based vesting plan while you are about to issue shares to a shareholder in your company. How to create a time-based vesting plan? Not sure how to go about it? Below are the steps …

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Create a Milestone Based Vesting Plan

Using Eqvista is as easy and the same goes for creating a milestone-based vesting plan. To help you understand how easy it is, below are the steps to create a milestone-based vesting plan. How to create a milestone-based vesting plan? Step 1: Log into your Eqvista account and choose the company account you want to make the plan.  …

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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.