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
When a shareholder receives stock options in Eqvista, they may exercise those options before vesting is complete. Here are the steps to follow: Step 1: Log into your Eqvista account and select the company account. On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu and click on “Options”. Step 2: Once you click, you … Continued
Equity means a value of ownership or is used to measure the value of a whole business, a single share, and any other thing that has value in a company. A company’s equity value is the total value that may be attributed to equity stakeholders. It is also known as the market value of equity … Continued
The shareholder access view permits limited access to a company’s account. However, you can view the various tasks assigned to you. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account to view the tasks. Once you do this, you will be redirected to the shareholder access view dashboard. On … Continued
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