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 …
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 …
A share price is the price of a single share of a company. Round share price Eqvista offers an option to round the share price to six decimal places in the company settings. 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 …
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. Round capital committed In Eqvista, you can round the capital committed to two decimal places in the company settings. Here are the …
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 On Eqvista, you can enable preferred conversion rate ownership …
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 There are two instances when you can set the …
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 On Eqvista, you have the option to choose ownership percentage from two options under the …
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 …
Over 25,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.