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
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
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
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
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
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
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
Deleting a grant will remove it from your company account completely. Deleting a grant will also delete the share certificate, and it cannot be restored. The main difference between canceling a grant and deleting is that you cannot restore a deleted grant. A deleted grant will be permanently removed from your account. Here are the steps to follow: … Continued
Warrants provide the holder the right to buy the shares of the company at a specific or exercise price. In many ways similar to options, warrants are issued by the company itself, not by a third party. Eqvista allows you to exercise warrants into equities easily on its platform. Here are the steps to follow: … Continued
One of the important secondary transactions is a share repurchase where a company buys its shares from the shareholders. Here are the steps to follow: Step 1: Log into your Eqvista account and select your company account. On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu. Then select “Equities”. Step 2: Once you select, you … Continued
If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!
