Deleting a Grant

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

Secondary Transactions – Exercising Warrants Into Equities

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

Secondary Transactions – Repurchase All Shares

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

Secondary Transactions – Converting Notes Into Shares Using Valuation Method

One of the most significant transactions an investor may make in a company is the conversion of notes into company shares. 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 … Continued

Secondary Transactions – Transfer All Shares

Secondary transactions take place after primary issuance has been granted. One of the important secondary transactions is a share transfer. Here is a step-by-step guide on how you can transfer all shares from one shareholder to another. 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 … Continued

Spreadsheet View – Share Access to Shareholders

Providing share access to shareholders is now easier and more efficient with Eqvista. The spreadsheet feature allows users to add, edit, delete, share access, and view all shareholders. Note: The spreadsheet feature is only available for Premium account holders. Kindly upgrade your account to use the feature. Here are the steps to follow: Step 1: Log into your Eqvista account and select the company … Continued

How to Apply/implement Vesting Schedules for Options in Spreadsheet View?

When you use Eqvista, implementing a vesting schedule for options in the Spreadsheet view is simple. Note: The spreadsheet feature is only available for Premium account holders. Kindly upgrade your account to use the feature. Here is a step-by-step guide on how to apply/implement vesting schedules for options in the spreadsheet view.  Step 1: Log into your Eqvista account and select … Continued

Spreadsheet View – Table for Convertible Instruments

Eqvista helps you manage your shareholders, common equity, cap tables, and company filings easily and efficiently. The spreadsheet feature allows users to add, edit, delete, and view all shareholders and grants. Note: The spreadsheet feature is only available for Premium account holders. Kindly upgrade your account to use the feature. Here are the steps to view the table for convertible … Continued

How to Select RSA Restriction When Issuing Equities?

Selecting restriction as RSA is easy when you are issuing shares to shareholders through Eqvista. Here is a step-by-step guide on how to select RSA restriction when issuing shares. Step 1: Log into Eqvista account and select the company account.  On the dashboard click on “Securities” from the left-hand side panel for a drop-down menu and select the option “Equities”.  Step … Continued

How to Select Rsu Restriction When Issuing Equities?

When issuing shares to shareholders on Eqvista, you can choose RSU restriction. To make things easier, here is a step-by-step guide on how to select RSU restriction when issuing shares. Step 1: Log into Eqvista account and select the company account.  On the dashboard click on “Securities” from the left-hand side panel for a drop-down menu and select the option “Equities”.  Step … Continued

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