5. Milestone: Convertible Notes, Option, Warrant

Warrant, Convertible Note & SAFE & KISS, Option – are financial instruments which give the right to buy or sell the equity of the company. WHEN TO CONVERT INTO EQUITY? Convertible notes are usually received before a financing round (Pre-seed or Seed investment funding). The trigger happens once you receive the first investments for the …

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Permission and Roles (Administrator, Officer, Secretary, Advisor)

Eqvista understands that you do not just need shareholders and employees to view the cap table, but also accountants, administrators, external advisors, and law firms (or lawyers). They help you in making a lot of decisions and for that, they need to have a look at your cap table. So, Eqvista allows you to add …

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Issue Shares to an Employee on Eqvista

It is common nowadays for employers to offer their employees shares at some point of time during the business. And you might reach a place where you too would want to offer your employees the benefits of having ownership in the company they work for. With Eqvista, all this is easy to do. Just as you can add …

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6. Milestone: Pre-seed funding, Seed Funding

Both of the seed moneys are considered as the very first money that many enterprises raise. Seed funding is used to move a start-up from idea to the first steps, such as product development or market research. The whole financing regime has moved what was once a Series A to a seed now. Basically a …

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Adding New Company

If you are new to Eqvista, you should know that Eqvista is a very easy-to-use application. You can easily create your profile and the company’s profile before you begin to issue shares to the shareholders. To help you better, here is a step-by-step guide on how to add a new company on Eqvista. Step 1: Log into …

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7. Milestone: Funding – A, B and C Series

Company funding is the money that investors offer to a company, especially for startups who need large cash for their business growth. A SERIES -FUNDING Series A financing (also known as series A round or series A funding) is one of the stages in the capital-raising process for a start-up. Essentially, the series A round is …

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Dashboard

To make your user experience better, we have created a dashboard that has shortcuts for all the main actions you might need on the cap table. Here is a guide to help you understand how to view and use the dashboard on Eqvista. Step 1: Once logged into your Eqvista account and select the company account, you will be …

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Deleting a Firm in Eqvista

Has your company been shut down or did you create the wrong company account by mistake? Well, it is very easy to undo it or delete a company on Eqvista. Here is the step-by-step guide on how to delete a firm on Eqvista. Step 1: At first, you will have to log into your Eqvista account or create …

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Multi-currency support

Did you know that Eqvista now supports the use of multi-currency in its system? This means that you can choose the currency type of your company for most countries around the world. Below are the steps for how to onboard your company with your chosen currency or change the currency in your company. CASE 1: WHEN CREATING …

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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.