Canceling a grant is a secondary transaction, and you can restore it later if needed. However, the share certificate cannot be restored. On Eqvista, grants can be canceled using the spreadsheet. Cancel grants Here are the steps to follow: Step 1: Log into Eqvista and select your company. On the dashboard, click “Spreadsheet” on the left-side menu on the …
A template can be used when creating option agreements for options. This feature allows you to personalize the various details of the agreement. Note: The option agreement template feature is only available for premium account holders. To unlock this feature, kindly upgrade your account. How to create an option agreement template? On Eqvista, you can customize template elements to create …
The fair market value is determined through a 409A valuation conducted by a qualified expert like Eqvista. It keeps track of all your records and previous valuation results. To request, add, edit, and share the FMV, check out our support article here! Note: The FMV of a company’s 409A valuation is valid for 12 months following the valuation date unless …
Share access to the cap table for the shareholder to view the folder. There are two types of access granted: The shareholder can view the shared folder in the documents section, depending on their access type. Here are the steps to follow: Step 1: Once the folder is shared, an email will be sent to the …
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 …
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 Eqvista allows you to filter, delete, and download SAFE and option agreements. Here are the steps to follow: Step 1: …
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 …
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 …
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 …
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. …
Over 25,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.