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.  …

Read more

Create a Hybrid Vesting Plan

If you have started using Eqvista, you would have realized that it is a very user-friendly platform. With this said, it is simple to create a hybrid vesting plan on Eqvista in no time. To help you through the steps, each has been explained below in detail. How to create a hybrid vesting plan? Step 1: The first thing …

Read more

Modify a Vesting Schedule

If you have created a vesting schedule on Eqvista and made a mistake or changed your mind about some details, you can modify the vesting schedule on the app. How to modify a vesting plan on Eqvista? Here is the step-by-step guide on how to modify a vesting schedule. Step 1: Login into your account on Eqvista and select the company …

Read more

Create a Vesting Schedule for RSUs

Wondering how to create an RSU type in your vesting schedule on Eqvista? The Eqvista app is very easy to use, but for those who need help, here is a step-by-step guide to creating a vesting schedule with RSUs. How to create a vesting schedule for RSUs? Step 1: Log into your account on Eqvista and select the …

Read more

Create a Vesting Schedule for RSAs

Creating a vesting schedule for RSAs is easy when you are doing it through Eqvista. To make things easier for those who need some help, here is a step-by-step guide on how to create a vesting schedule using RSAs. How to create a vesting schedule for RSAs? Step 1: Begin by logging into your Eqvista account and selecting …

Read more

Duplicate a vesting plan

Just like every other thing on Eqvista, it is very easy to have a vesting plan duplicated. To help you with this, below is the step-by-step method to duplicate a vesting plan. How to duplicate a vesting plan? Step 1: Log into your Eqvista account and select your company account.  On the dashboard, click on “Cap table” and then on “Vesting and …

Read more

Completing Milestones in vesting plans

If you have joined Eqvista to track and manage the shares of your company, then you know that it is very easy on the app. In the same way, if you have issued shares to an employee using a milestone vesting plan and they have completed a milestone, you can easily mark it as complete in the application …

Read more

Introduction – Equity Training for Founders & Entrepreneurs

Eqvista is a highly advanced equity management software that helps shareholders, investors, and companies in managing and tracking the shares. With the help of our app, owners can make smarter decisions for their company’s capital and equity. The software helps you handle all the transactions from the seed-stage to the pre-IPO stage where all the …

Read more

What Is Founder’s Stock?

Being a founder can be fun, but there are a lot of responsibilities that come with it. From running the daily operations to managing staff, things can add up pretty quickly. In addition to these things, it’s important that you setup the share structure of the company properly, starting with the founder’s stock. The founder’s …

Read more

How Many Authorized Shares Should I Use In My Articles of Incorporation?

From the last knowledge-based article, you may know what a founder’s stock is. But do you know how many authorized shares you can have in your Articles of Incorporation? Read to find out! Understanding authorized shares Let’s begin with understanding what authorized shares are. This is important as you will have to decide as a …

Read more

Over 25,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.