Once you have added the conversion rate for preferred shares, you can enable preferred conversion rate ownership. Eqvista offers two options for preferred conversion rate ownership in the company settings. Let’s understand the difference between the two options with an example: Enable preferred conversion rate ownership Here are the steps to follow: Step 1: Log into …
The conversion rate is the number of common shares received per preference share. There are two instances when you can set the conversion rate for preferred shares: either while creating a preferred equity class or when editing an existing one. Add conversion rate for preferred shares Here are the steps to follow: Step 1: Log into …
After creating your company, it is quite simple to issue shares and securities. With Eqvista, you have the option to choose ownership percentage from two options: Let’s understand the difference between the two options with an example: Set ownership percentage Here are the steps to follow: Step 1: Log into Eqvista account and select your company. On …
Eqvista helps you keep a note of all your company activities that you performed last month on the application. View your monthly recap email A monthly recap email will be sent to the users who have full access to the company account. This is a sample of the email that appears to the users. The …
Eqvista allows you to view the documents attached to the grant along with the shares issued. Log into Eqvista account and select your company. Shares and securities If you have already issued shares and securities, and would like to attach document to the grant. To attach a document, click on “Add Document”. The document will be added, and you …
In Eqvista, documents can be attached to a grant directly or when sharing documents with stakeholders. Along with shares issued, the stakeholders can view the attached documents. Add documents to grant There are two ways in which you can add documents to a grant. Here are the steps to follow: Step 1: Log into Eqvista account …
Eqvista allows users to enable two factor authentication and update their account settings for extra security. Enable two factor authentication On Eqvista, users have the option to activate two factor authentication, enhancing the security of their accounts. Additionally, users can easily manage and update their account settings to ensure their personal information remains protected and …
The delegate access allows users to view the cap table and company information, depending on the access that has been delegated. Eqvista simplifies the process of switching between delegate accounts. Switch between delegated accounts Here are the steps to follow: Step 1: An email will be sent with delegated access, and click on “Manage Delegations” …
The terms “share access” and “delegate access” often refer to different levels of permissions granted to access the cap table and company information. Some of the key differences between share and delegate access: With Eqvista, you can delegate shareholder access to view the grants, participate in board resolutions, sign and request electronic certificates, and sign …
A user can view the cap table and company information based on the delegated access. When should you delegate access? Delegate Access is typically used where centralized, scalable management of multiple accounts is needed. Here are a few cases in which you can delegate access: With Eqvista, you can delegate account user access and appropriate access …
Over 25,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.