Company Profile Overview

Viewing your company’s profile is easy on Eqvista. Here is how you can view your company profile overview on Eqvista. Step 1: Log into your Eqvista account and choose the company account that you want to view.  You will be directed to the dashboard as shown below. Here, you will see the option “Company” on the left side panel of the …

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Issuing Shares to Founders – Onboarding

New to Eqvista? Eqvista is a simple-to-use cap table management tool. We have created this support article to help you move smoothly through the process of issuing shares to founders. Here is a step-by-step process to issue shares to founders on Eqvista. Step 1: Once you have created your company on Eqvista, you will be prompted to …

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2. Milestone: Collect all company documents

Once you set up your company, make sure that your incorporator furnishes you with the right documents. You should receive all Incorporation documents once your company is set up. GATHER COMPANY DOCUMENTS This is your checklist of company documents. Some of the documents might be irrelevant as you may not need them. Please go through …

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Does Eqvista support certified (digital or paper) and uncertified (electronic) shares?

Yes, Eqvista supports both uncertified (electronic) shares and certified (digital or paper) shares. Both electronic certificates and paper certificates are similar, meaning the bylaws and charters are not affected. The main difference between them is that electronic certificates are stored electronically instead of on paper. Note: The certificate feature is only available for premium account …

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Authorized Shares Overview

Here we will explain how to check the number of authorized shares in your company account on Eqvista.  Here is the step-by-step guide on how to view the authorized shares overview or even edit the number of authorized shares in a company. Step 1: You will first need to log into your Eqvista account and then click on the …

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Issuing additional shares to founders on Eqvista

Let us say that you have created the company and added a founder to the company account. But then a new person comes in to be a partner with you, who becomes the co-founder of the company. Or let us say that you want to issue additional shares to a founder. In both the above situations, …

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3. Milestone: Issue shares to founders

The company is set up, shares authorized – How many shares should be issued to Founders? Once you set up your company, you should think of issuing shares to founders. You typically issue 50-80% of the authorized shares of common stock to the founders. The Articles of Incorporation usually authorizes 10,000,000 shares of Common Stock, …

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How do our shareholders access their electronic certificates?

Eqvista is a very simple-to-use platform. Once you have created your account, you can issue the shares to all the shareholders in the company.  This is a step-by-step guide to help you understand how you, as a shareholder, or your shareholders can easily access their electronic certificates. Step 1: You can issue shares to the shareholder using the …

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4. Milestone: Create an Employee’s Stocks Options

1. Dividing shares among employees? Create ESOP (Equity Stock Ownership Plan) – it is usually between 10 % – 20% and allows employees to own stock in the company without having to purchase shares. Employee Stock Purchase (Option) Plan (ESPP) – allows employees to use after-tax wages to purchase stock in their companies, usually at …

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Issuing Shares to Investors on Eqvista

About to take up an investment for your company and need to issue shares to your investors? With Eqvista, everything can be done easily. There are two situations or ways in which you can issue shares to investors in Eqvista.  Here is a step-by-step guide on how to issue shares to investors through Eqvista. Step …

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Over 23,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.