How to Select Anti-dilution When Issuing Equities?

When issuing shares to shareholders, there is an option to select anti-dilution. Instead of issuing a certain number of shares, a fixed percentage of company ownership is given. Select anti-dilution when issuing Equities Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account.  On the dashboard, click on “Securities” on the …

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What is Included in a Vesting Report?

A vesting report holds all the information regarding the total amount vested during a certain period for common & preferred stock, options, and warrants. The amount of unvested shares at the beginning and end of the vesting period is also included in the report. Note: To generate a vesting report, you must implement a vesting …

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Repay – Convertible Instruments

A convertible note is a type of security issued to stakeholders that can be either converted into stock or repaid. Repay convertible note 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 …

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How to Full Vest Issued Warrants?

Having set up your Eqvista account and issued warrants, it offers the option of full vesting or accelerating vesting of warrants issued to shareholders. Full vesting or accelerating vesting of warrants Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account.  On the dashboard, click on “Securities” on the left-hand …

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How to Full Vest Issued Options?

After creating your company account in Eqvista, you must have added shareholders and issued options.  Full or accelerate vesting of Options It is possible to fully vest or accelerate the vesting of options that have been issued to shareholders. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account.  On …

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How to Full Vest Issued Equities?

On Eqvista, you must have added shareholders and issued shares after creating a company account.  Full or accelerate vesting of issued Equities There is an option of full vesting or accelerating vesting of shares issued to shareholders. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account.  On the dashboard, …

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How to Fill Financial Statements in the Company Overview?

The best thing about this application is that you can manage your company profile in one place without any trouble. Fill comany financial statements Here is a step-by-step guide on how to view or edit the details in a company’s financial statements. Here are the steps to follow: Step 1: Log into your Eqvista account and select the …

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Full Access or Admin Access

The account owner can share access to the cap table with their shareholders, employees, investors, board members, and accountants. Two types of access for shareholders 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 …

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Deleting a Grant

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.  Delete Grant Here are the steps …

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Secondary Transactions – Exercising Warrants Into Equities

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. Exercising Warrants into Equities Here are …

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