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 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
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
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
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
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
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
Eqvista is a CapTable integrated system that helps you in minimizing costs using automation and applying accounting standards. You may access the cloud-based equity management system from any device, share your CapTable with shareholders, and assign each shareholder a different role. Check out our support guide to learn more about Eqvista. Have you signed up … Continued
After issuing warrants in Eqvista, it is possible to partially exercise the warrants that have been issued to a shareholder. Here are the steps to follow: Step 1: Log into your Eqvista account and select the company account to partially exercise warrants. On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu. Then select “Warrants”. … Continued
After issuing options in Eqvista, it is possible to partially exercise the options that have been issued to a shareholder. Here are the steps to follow: Step 1: Log into your Eqvista account and select the company account to partially exercise options. On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu and … Continued
If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!
