When issuing shares to shareholders on Eqvista, you can choose RSU restriction. To make things easier, here is a step-by-step guide on how to select RSU 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 …
Eqvista is a CapTable integrated system that helps you in minimizing costs using automation and applying accounting standards. You may access the cloud-based equity management system from any device, share your CapTable with shareholders, and assign each shareholder a different role. Check out our support guide to learn more about Eqvista. Have you signed up …
After issuing warrants in Eqvista, it is possible to partially exercise the warrants that have been issued to a shareholder. Here are the steps to follow: Step 1: Log into your Eqvista account and select the company account to partially exercise warrants. On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu. Then select “Warrants”. …
After issuing options in Eqvista, it is possible to partially exercise the options that have been issued to a shareholder. Here are the steps to follow: Step 1: Log into your Eqvista account and select the company account to partially exercise options. On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu and …
When a shareholder receives stock options in Eqvista, they may exercise those options before vesting is complete. Here are the steps to follow: Step 1: Log into your Eqvista account and select the company account. On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu and click on “Options”. Step 2: Once you click, you …
Equity means a value of ownership or is used to measure the value of a whole business, a single share, and any other thing that has value in a company. A company’s equity value is the total value that may be attributed to equity stakeholders. It is also known as the market value of equity …
The shareholder access view permits limited access to a company’s account. However, you can view the various tasks assigned to you. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account to view the tasks. Once you do this, you will be redirected to the shareholder access view dashboard. On …
Apart from managing your transactions right from the shareholder access view dashboard, you can also view your company’s board resolutions. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account to view board resolutions. Once you do this, you will be redirected to the shareholder access view dashboard. On this …
With Eqvista, you can decide the type of access each user on your account should have and instantly give them access. One such type is shareholder access, which provides access to view grants and documents, participate in board resolutions, and sign electronic certificates. Here are the steps to follow: Step 1: Log into your Eqvista account and choose …
When you use Eqvista, you can not only grant access to everyone on your account instantly, but you can also specify the type of access. The shareholder access allows you to view grants and documents, participate in board resolutions, sign electronic certificates, and manage your transactions. Here are the steps to follow: Step 1: Log into …
Over 23,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.