Eqvista understands the need to have your lawyer check the cap table now and then to help you make the right decisions. That is why we have added a feature where you can easily add your secretary to your company account, allowing them to view the cap table of your company. Here is the step-by-step …
Eqvista is not just a powerful cap table tool, it is easy to use as well. If you would like to download your share certificate from your shareholder portal, then you can do it easily. Here is the step-by-step method to download your share certificate from the shareholder portal. Step 1: The founder can issue shares …
You might know that Eqvista is very easy to use. All the options for issuing shares and convertible notes are available on Eqvista. Here is a step-by-step process for issuing and modifying SAFE convertible notes on Eqvista. Step 1: Log into your Eqvista account and choose the company account that you want to issue the security from. Once …
Issuing warrants on Eqvista is just as easy as issuing shares. But if you need some help in knowing the exact steps, here is a step-by-step guide on how to set up, issue, and modify a warrant on Eqvista. There are two situations or ways in which you can issue warrants in Eqvista. Step 1: You …
Let’s say that you do not want to give straight shares to shareholders in your company, and instead, you want to provide them with options. In this case, Eqvista allows you to easily set up and issue the options to them. Note: Options are usually given to the employees in the company. But they can also …
Using Eqvista is very simple with a user-friendly interface. But in case you need some assistance in the process, here is how to create a new shareholder in your company account on Eqvista. Note: If you have not added the shareholder profile, you can add it while issuing shares, options, and warrants by choosing the option “Add Shareholder”. You can …
As simple as it is to create a new shareholder, it is that simple to update it on Eqvista as well. Although you cannot edit the name or other parts of the shareholder’s details, you can easily edit the details of each shareholder. All you need to do is click on the name of the …
If you have been using Eqvista, you will know that Eqvista strives to be a user-friendly application. It is very easy to create an account on Eqvista, add a company profile, create shareholders, and even share documents with the shareholders. Here is a step-by-step guide that will help you with the process of how to share …
If you are wondering how to terminate a stakeholder on the Eqvista platform, then you are in the right place. Eqvista is a very easy-to-use application where each step is simple. Before we can move ahead, you need to understand that you cannot terminate a stakeholder without claiming back all the shares that they own or …
Over 23,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.