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

How to Sign Up With Eqvista?

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

How to Partially Exercise Warrants?

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

How to Partially Exercise Options?

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

Early Exercise

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

Interested in issuing & managing shares?

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