Tips for Exiting Employees in an early-stage company: checklist

As time changes, so does the behavior of employees. There was a time where employees would stick with a company for their entire career, but things are different now. The companies that flourish are the ones that capitalize on the benefits that our modern workplace has to offer and treat exiting employees like an opportunity. …

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How to use Round Modeling on Eqvista?

Now you can quickly test different financial scenarios with round modeling before welcoming new investments in your company. Not sure how round modeling can help? Read the support article here to know.  Note: The round modeling feature is only available for premium account holders. Kindly upgrade your account to unlock this feature.  Round Modeling In …

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Waterfall Analysis on Eqvista

With the introduction of the waterfall analysis on Eqvista, we have created a simple guide to how you the functions of this financial modeling on the platform. Note: The waterfall analysis feature is only available for premium account holders. Kindly upgrade your account to unlock this feature.  Waterfall Analysis The waterfall analysis feature helps you …

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Convertible Note – Issue and Modify

If you do not want to always issue simple share options to a shareholder or the investors in your company, then you might need to use a convertible note. Issue convertible note Here is how to issue and modify a convertible note in Eqvista: Step 1: The first thing to do is log in to your Eqvista account and select the …

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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 Fill in 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. Note: You can add a single company by filling in your company details. To onboard multiple companies, click on “Switch to …

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