The share access allows the superuser to grant access to the company’s cap table with their shareholders, employees, investors, board members, and accountants. There are two types of access granted to shareholders – shareholder access and full access or admin access. Here are the steps to follow: Step 1: Log into Eqvista and select your …
Company comparable analysis provides information on your company’s performance and market position. This tool can assess your company’s strengths, weaknesses, and growth prospects by comparing it to other public companies. Note: The company comparable feature is only available for premium account holders. Kindly upgrade your account to unlock this feature. When choosing public companies for …
With this tool, users can compare their company to other public companies and gain a better understanding of their strengths, weaknesses, and opportunities for growth. Note: The company comparable feature is only available for premium account holders. Kindly upgrade your account to unlock this feature. Here are the steps to follow: Step 1: Log into your Eqvista …
The tool is designed to help you gain valuable insights into your company’s performance and position in the market. Note: The company comparable feature is only available for premium account holders. Kindly upgrade your account to unlock this feature. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account. On …
After creating your company account in Eqvista, you must have added shareholders and issued shares. If you choose, you can stop the vesting process of the shares issued to the shareholder. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account. On the dashboard, click on “Securities” on the left-hand side …
Rule 701 allows companies to issue equity compensation without registering the securities under the Securities Act. Note: The Rule 701 feature is only available for premium account holders. Kindly upgrade your account to unlock this feature. After selecting the securities, the aggregate sales price or amount of securities sold within a continuous 12-month period must meet …
Have you faced any problems checking Rule 701 eligibility? Companies may issue stocks or stock options under Rule 701 exemption without registering the securities under the Securities Act. Note: The Rule 701 feature is only available for premium account holders. Kindly upgrade your account to unlock this feature. REASON 1 Once a company account has been …
The Securities and Exchange Commission created an exemption Rule 701, allowing companies to issue equity compensation without registering the securities under the Securities Act. Note: The Rule 701 feature is only available for premium account holders. Kindly upgrade your account to unlock this feature. After filling in the details and generating the report, it is automatically downloaded …
Rule 701 is an exemption created by the Securities and Exchange Commission (SEC), allowing companies to issue stocks or stock options without registering the securities under the Securities Act. Note: The Rule 701 feature is only available for premium account holders. Kindly upgrade your account to unlock this feature. Here are the steps to follow: Step 1: Log …
If you are using Eqvista, you can manage your shareholders, common equity, cap tables, and company filings in one place. The new account overview feature helps to view and manage your multiple company accounts. Here are the steps to follow: Step 1: Log into Eqvista and select your company account. On the dashboard, click “Account Overview” on the …
Over 23,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.