How to Select Anti-dilution When Issuing Warrants?

Anti-dilution can be chosen when issuing warrants to shareholders. Rather than issuing a certain number of warrants, a fixed percentage of company ownership is given. 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 to get a drop-down menu and … Continued

How to Select Anti-dilution When Issuing Options?

An option to choose anti-dilution is available when issuing options to shareholders. A fixed percentage of the company’s ownership is given instead of issuing a certain number of stock options. Step 1: Log into your Eqvista account and choose the company account.  On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu and select “Options”.  Note: You … Continued

How to Select Anti-dilution When Issuing Equities?

When issuing shares to shareholders, there is an option to select anti-dilution. Instead of issuing a certain number of shares, a fixed percentage of company ownership is given. 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 to get a … Continued

What is Included in a Vesting Report?

A vesting report holds all the information regarding the total amount vested during a certain period for common & preferred stock, options, and warrants. The amount of unvested shares at the beginning and end of the vesting period is also included in the report. Note: To generate a vesting report, you must implement a vesting … Continued

Repay – Convertible Instruments

A convertible note is a type of security issued to stakeholders that can be either converted into stock or repaid. Here are the steps to follow: Step 1: Log into your Eqvista account and select your company account.  On the dashboard, click “Securities” from the left-hand side and then “Convertible Instruments”.  Step 2: Then, you will be directed to … Continued

How to Full Vest Issued Warrants?

Having set up your Eqvista account and issued warrants, it offers the option of full vesting or accelerating vesting of warrants issued to shareholders. 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 to get a drop-down menu and … Continued

How to Full Vest Issued Options?

After creating your company account in Eqvista, you must have added shareholders and issued options.  It is possible to fully vest or accelerate the vesting of options that have been issued to shareholders. 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 … Continued

How to Full Vest Issued Equities?

On Eqvista, you must have added shareholders and issued shares after creating a company account.  There is an option of full vesting or accelerating vesting of shares issued to shareholders. 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 to … Continued

How to Fill Financial Statements in the Company Overview?

The best thing about this application is that you can manage your company profile in one place without any trouble. Here is a step-by-step guide on how to view or edit the details in a company’s financial statements. Here are the steps to follow: Step 1: Log into your Eqvista account and select the company account.  On the … Continued

Full Access or Admin Access

The account owner can share access to the cap table with their shareholders, employees, investors, board members, and accountants. When it comes to giving access to shareholders, there are two types – shareholder access and full access or admin access.  Under the shareholder access, stakeholders have the option to view their grants, take an interest in board … Continued

Interested in issuing & managing shares?

If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!