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. Series A 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. View Eqvista Dashboard 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, …

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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. How to delete a firm on Eqvista Here is the step-by-step guide on how to delete a firm on Eqvista. Step 1: At first, you will have …

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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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Is Eqvista for non-US company(s)?

Anyone in any part of the world can create a cap table on Eqvista, regardless of the country incorporated in. You can choose the country in which your company has been incorporated in when you create the company profile on the Eqvista platform. Choose country of origin When you sign in the application after registering, …

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Adding Your Secretary to Your Cap Table

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. How to add your …

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Where can I download a share certificate in my shareholder portal?

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. Download your share certificate Here is the step-by-step method to download your share certificate from the shareholder portal. Step 1: The …

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SAFE (simple agreement for future equity) – Setup and Modify

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. Issue SAFE (simple agreement for future equity) Step 1: Log into your Eqvista account and choose the company account that you …

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Warrant – Setup and Modify

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. Issue Warrants There are two situations or ways in which you can issue warrants in Eqvista.  …

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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.