The account owner can share access to the cap table with their shareholders, employees, investors, board members, and accountants. When it comes to giving access to shareholders, there are two types – shareholder access and full access or admin access. Under the shareholder access, stakeholders have the option to view their grants, take an interest in board …
Deleting a grant will remove it from your company account completely. Deleting a grant will also delete the share certificate, and it cannot be restored. The main difference between canceling a grant and deleting is that you cannot restore a deleted grant. A deleted grant will be permanently removed from your account. Here are the steps to follow: …
Warrants provide the holder the right to buy the shares of the company at a specific or exercise price. In many ways similar to options, warrants are issued by the company itself, not by a third party. Eqvista allows you to exercise warrants into equities easily on its platform. Here are the steps to follow: …
One of the important secondary transactions is a share repurchase where a company buys its shares from the shareholders. Here are the steps to follow: Step 1: Log into your Eqvista account and select your company account. On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu. Then select “Equities”. Step 2: Once you select, you …
One of the most significant transactions an investor may make in a company is the conversion of notes into company shares. Here are the steps to follow: Step 1: Log into your Eqvista account and select your company account. On the dashboard, click “Securities” from the left-hand side and then “Convertible Instruments”. Step 2: Then, you will be directed …
Secondary transactions take place after primary issuance has been granted. One of the important secondary transactions is a share transfer. Here is a step-by-step guide on how you can transfer all shares from one shareholder to another. Step 1: Log into your Eqvista account and select your company account. On the dashboard, click on “Securities” on the left-hand side to get …
Providing share access to shareholders is now easier and more efficient with Eqvista. The spreadsheet feature allows users to add, edit, delete, share access, and view all shareholders. Note: The spreadsheet feature is only available for Premium account holders. Kindly upgrade your account to use the feature. Here are the steps to follow: Step 1: Log into your Eqvista account and select the company …
When you use Eqvista, implementing a vesting schedule for options in the Spreadsheet view is simple. Note: The spreadsheet feature is only available for Premium account holders. Kindly upgrade your account to use the feature. Here is a step-by-step guide on how to apply/implement vesting schedules for options in the spreadsheet view. Step 1: Log into your Eqvista account and select …
Eqvista helps you manage your shareholders, common equity, cap tables, and company filings easily and efficiently. The spreadsheet feature allows users to add, edit, delete, and view all shareholders and grants. Note: The spreadsheet feature is only available for Premium account holders. Kindly upgrade your account to use the feature. Here are the steps to view the table for convertible …
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 …
Over 23,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.