KISS (Keep It Simple Security) – Issue and Modify

If you are on Eqvista, then you should know that you can easily issue a KISS just like you can issue shares to a shareholder. To help you understand the process better, here is a step-by-step guide on how to issue and modify a KISS on Eqvista. Issue KISS (Keep It Simple Security) Step 1: First log …

Read more

How to Login to the Eqvista Platform?

If you are looking for an application that can manage your shareholders, common equity, cap tables, and company filings in one place, then Eqvista is the right choice. Login on to the Eqvista platform Here is a step-by-step guide to login on to the Eqvista platform. It is very easy and takes you to the …

Read more

1. Milestone: Fill out company details

Onboarding File out main information about you, company, authorized shares and Par Value (Initial Price Per Share). Invite your Secretary or simply manage it by yourself. You might also set up a board of directors. What are the authorized or issued shares? They are the number of Authorized Shares that will be available for issuance. …

Read more

How to View the Timeline

Just like you have a timeline in your social media, Eqvista has incorporated the same idea in its application as well. This means that you can keep a note of all the things that you do right from one place, in the Timeline. View the Timeline on Eqvista Here is a guide to help you …

Read more

What is Eqvista – Introduction

Why do you need Eqvista? Every company requires the need to issue shares at some point in the business. When a company issues shares to a person or legal entity, the company is legally issuing new shares to offer ownership to a new shareholder. This person can be the founder of the company, a shareholder, …

Read more

Company Profile Overview

Viewing your company’s profile is easy on Eqvista. Here is how you can view your company profile overview on Eqvista. View company profile 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 …

Read more

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. Issue 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 …

Read more

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 …

Read more

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 …

Read more

Authorized Shares Overview

Here we will explain how to check the number of authorized shares in your company account on Eqvista.  View authorized shares overview 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 …

Read more

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