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 …

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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 Logging into the Eqvista platform is a straightforward process that can be completed in just a few simple steps. Here is …

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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. …

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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. View the Timeline on Eqvista On Eqvista, you can keep a note of all the things that you do right from one place, in the Timeline. Here is a guide to help you understand how …

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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, …

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Company Profile Overview

Viewing your company’s profile is easy on Eqvista. View company profile On Eqvista, you can view your company profile and update your settings. Here is how you can view your company profile overview on Eqvista. Here is how you can view your company profile overview on Eqvista. Step 1: Log into your Eqvista account and choose the company account …

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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 This support article is designed to guide you step-by-step through the process of issuing shares to your founders, ensuring that you …

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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 …

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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 …

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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 Eqvista allows you to view your authorized shares and update them. Here is the step-by-step guide on how to view the authorized shares overview or even edit the number of authorized shares in …

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