Qualification Criteria for Rule 701 Exemption

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 …

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Why Can’t I Generate Rule 701 Report?

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 …

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What is Included in a Rule 701 Report?

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 …

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How to Check Rule 701 Eligibility in Eqvista?

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 …

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Account Overview

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 …

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My Templates

Create a template for issuing certificates to stakeholders. The feature allows to customize the template elements to create a personalized certificate. Similarly, an option agreement template can be used when creating option agreements. It allows you to personalize the various details of the agreement. Note: The template feature is only available for premium account holders. …

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Creating a Certificate Template

A template can be used when creating certificates for grants.  The feature allows you to customize the terms, legends, and company logo of the certificate. Note: The certificate template 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 …

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Post-money SAFE Agreements

Startups can raise initial capital with SAFE without giving up a lot of company ownership. On Eqvista, creating and e-signing Post Money SAFE takes only a few steps. Note: The SAFE agreements are only available for premium account holders. To unlock this feature, kindly upgrade your account. Here are the steps to follow: Step 1: Log …

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Post-money SAFE – Setup and Modify

If you are using Eqvista, you are already aware that you can issue stakeholders with SAFE. The best thing about this application is that you can manage your shareholders, common equity, cap tables, and company filings in one place. Here are the steps to follow: Step 1: Log into your Eqvista account and select your company …

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Calendar in Eqvista

The uniqueness of Eqvista is that you can manage your shareholders, common equity, cap tables, and company filings in one place without any trouble.  With the calendar feature, the data entry process is efficient, user-friendly, and minimizes the chances of errors.  You can manually enter, select, copy, and paste the date from another source. There …

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Over 23,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.