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 …
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 …
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 …
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 …
Create a template for issuing certificates to stakeholders. The feature allows to customize the template elements to create a personalized 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 Eqvista and select your …
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 …
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 …
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 …
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 …
A vesting report holds all the information regarding the total amount vested during a certain period for common & preferred stock, options, and warrants. It also includes the amount of unvested shares at the beginning and end of the vesting period. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company …
Over 23,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.