Eqvista helps you keep a note of all your company activities that you performed last month on the application. A monthly recap email will be sent to the users who have full access to the company account. This is a sample of the email that appears to the users. The recap email summarizes the following …
Eqvista allows you to view the documents attached to the grant along with the shares issued. Log into Eqvista account and select your company. Shares and Securities If you have already issued shares and securities, and would like to attach document to the grant. To attach a document, click on “Add Document”. The document will be added, and you …
In Eqvista, documents can be attached to a grant directly or when sharing documents with stakeholders. Along with shares issued, the stakeholders can view the attached documents. There are two ways in which you can add documents to a grant. Here are the steps to follow: Step 1: Log into Eqvista account and select your company. …
Eqvista allows users to enable two factor authentication and update their account settings for extra security. Here are the steps to follow: Step 1: Log into Eqvista account and select your company. On the dashboard, click on “your name” on the right to get a drop-down menu and select “My Profile” to view your profile settings. Step …
The delegate access allows users to view the cap table and company information, depending on the access that has been delegated. Eqvista simplifies the process of switching between delegate accounts. Here are the steps to follow: Step 1: An email will be sent with delegated access, and click on “Manage Delegations” as shown below. Note: …
The terms “share access” and “delegate access” often refer to different levels of permissions granted to access the cap table and company information. Some of the key differences between share and delegate access: With Eqvista, you can delegate shareholder access to view the grants, participate in board resolutions, sign and request electronic certificates, and sign …
A user can view the cap table and company information based on the delegated access. When Should You Delegate Access? Delegate Access is typically used where centralized, scalable management of multiple accounts is needed. Here are a few cases in which you can delegate access: With Eqvista, you can delegate account user access and appropriate access …
Once you have created your company, it is quite simple to issue shares and add a vesting schedule. With Eqvista, you have the option to round the vesting to two decimal places. Here are the steps to follow: Step 1: Log into Eqvista account and select your company. On the dashboard, click on “Company” on the left side …
Eqvista allows the administrator or superuser to create certificates for grants and perform several functions. Note: The certificate feature is only available for premium account holders. Kindly upgrade your account to unlock the feature. Here are the steps to follow: Step 1: Log into Eqvista account and select your company. On the dashboard, click “Admin Records” on the left side to …
The date format feature allows you to choose how the date should be displayed in the application. Here are the steps to follow: Step 1: Log into Eqvista and select your company account. On the dashboard, click on “Company” on the left side to get a drop-down menu and select “Profile”. Step 2: By clicking, you will be …
Over 23,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.