Sharing Folder With Shareholder

After creating your company on Eqvista, it is quite simple to issue shares, securities, share documents, and even folders with shareholders.  Share folder On Eqvista, the process of managing shares and associated documents becomes straightforward and efficient. You can easily add documents, organize them into folders, and share them with stakeholders. Here are the steps …

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Filter, Delete, and Download Agreements

On Eqvista, the administrator or superuser can create SAFE agreements, option agreements, and perform several functions.  Note: The agreement feature is only available for premium account holders. To unlock this feature, kindly upgrade your account.  Agreements Here are the steps to follow: Step 1: Log into Eqvista and select your company. On the dashboard, click on “Admin …

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Download Option Agreements by Shareholder

Once the shareholder requests option agreements, the company must assign executors to sign them. After the agreement has been signed, the shareholder can download it.  Download Option Agreement After the requested option agreement has been signed by the assigned executors, the shareholder can download it.  Note: The agreements are only applicable to options. The option agreements are only …

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Assigning Executors for Signing Option Agreements

When sharing access to the company’s cap table, the shareholder can view their transactions and request option agreements. Signing Option agreements Once the shareholder requests option agreements, the company must assign executors to sign the agreement. After the executors sign it, the shareholder can download the option agreement. Note: The agreements are only applicable to options.The …

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How to Request Option Agreement by Shareholder?

On Eqvista, shareholders with shareholder access can view their transactions on the company’s cap table and request option agreements from the company. Request Option agreement Eqvista provides an option for shareholders to request option agreement from the company. Note: The agreements are only applicable to options. The option agreements are only available for premium account holders. To unlock this …

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Download SAFE Agreements by Shareholder

When the shareholder requests SAFE agreements, the company must assign executors to sign them. Once the agreement has been signed, the shareholder can download it.  Download SAFE agreements Once the requested SAFE agreement has been signed by the executors, the shareholder can download it.  Note: The agreements only apply to SAFEs and are not available for convertible notes. …

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Assigning Executors for Signing SAFE Agreements

Share access to the cap table for the shareholder to view their transactions on the company’s cap table and request SAFE agreements. Signing SAFE agreements When the shareholder requests SAFE agreements, the company must assign executors to sign the agreement. Once the executors sign it, the shareholder can download the SAFE agreement. Note: The agreements only …

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How to Request SAFE Agreement by Shareholder?

Eqvista allows shareholders with shareholder access to view their transactions on the company’s cap table and request SAFE agreements from the company. Request SAFE agreement On Eqvista, the shareholders can request SAFE agreements from the company in simple steps. Note: The agreements only apply to SAFEs and are not available for convertible notes. The SAFE agreements are only available …

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How to Round Share Price?

A share price is the price of a single share of a company. Eqvista offers an option to round the share price to six decimal places in the company settings.  Round share price Here are the steps to follow: Step 1: Log into Eqvista and select your company. On the dashboard, click “Company” on the left to get …

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How to Round Capital Committed?

Capital committed is the product of price per share and share amount. There is also an option to enter a capital committed, which may differ from the product of share amount and price. In Eqvista, you can round the capital committed to two decimal places in the company settings.  Round capital committed Here are the …

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