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Eqvista - Your Milestones
We have created these guidelines to walk you through the theory and explain how Eqvista can help you manage your shares.
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FAQ
Enjoy all the benefits of our system! Everything you need to know so you can use Eqvista like a PRO.
Explore Topics
Cap Table Milestones
- 1. Milestone: Fill out company details
- 2. Milestone: Collect all company documents
- 3. Milestone: Issue shares to founders
- 4. Milestone: Create an Employee’s Stocks Options
- 5. Milestone: Convertible Notes, Option, Warrant
- 6. Milestone: Pre-seed funding, Seed Funding
- 7. Milestone: Funding - A, B and C Series
Spreadsheet View
- Spreadsheet View – Share Access to Shareholders
- How to Apply/implement Vesting Schedules for Options in Spreadsheet View?
- Spreadsheet View – Table for Convertible Instruments
- Spreadsheet view- Table for shareholders
- Spreadsheet view - Table for common equity grants
- Spreadsheet view - Table for preferred equity grants
- Spreadsheet view - Table for option grants
Secondary Transactions
- Repay - Convertible Instruments
- Secondary Transactions – Exercising Warrants Into Equities
- Secondary Transactions – Repurchase All Shares
- Secondary Transactions – Converting Notes Into Shares Using Valuation Method
- Secondary Transactions – Transfer All Shares
- How to Partially Exercise Warrants?
- How to Partially Exercise Options?
Certificates
- Filter, Delete, and Download Agreements
- Download Option Agreements by Shareholder
- Assigning Executors for Signing Option Agreements
- How to Request Option Agreement by Shareholder?
- Download SAFE Agreements by Shareholder
- Assigning Executors for Signing SAFE Agreements
- How to Request SAFE Agreement by Shareholder?
83(b) Election
- How To Edit 83(b) Election?
- Why Can’t I Generate 83(b) Election?
- Print And Manually Fill 83(b) Election By Shareholder
- Electronically Signing 83(b) Election By Shareholder
- Status Tracking & Reminders For 83(b) Election On Eqvista
- How To Create 83(b) Election Using Shareholder-fill Out Form?
- How To Create 83(b) Election Using Pre-filled Form?
Frequently Asked Questions?
Everything you need to know for a seamless cap table migration to use Eqvista like an expert.
What is Eqvista?
In short, the Eqvista platform helps you keep an eye on all that happens in the ownership of the company.
Does Eqvista support certificated and uncertificated shares?
Yes, Eqvista supports both uncertificated (electronic) shares and certificated (digital or paper) shares.
Is Eqvista for non-US companies?
Anyone in any part of the world can create a cap table on Eqvista, regardless of the country your incorporated in. You can choose country when you create a company profile on the Eqvista platform.
I've already issued paper certificates. Can I still issue electronic shares?
Yes, you can issue electronic shares if you have already issued paper certificates.
Equity Compensation
For Founders & Professionals / For employees
For Founders & Professionals
- Introduction - Equity Training for Founders & Entrepreneurs
- What Is Founder's Stock?
- How Many Authorized Shares Should I Use In My Articles of Incorporation?
- Allocate Stock to Founders and Other Early Team Members
- Do I really need to issue shares to founders?
- Do Founders need to implement a vesting schedule?
- Should You Have Founder Shareholder Agreements?
- What is a Section 83(b) Election? Do I need to file it?
- Retain Your Good Employees: 8 Best Practices
- Super Voting Common Stock for founders
- Double-Trigger Acceleration and How Does it Work?
For Employees
- Introduction: Structure of the employees stock, voting, vesting, cliff period
- Stocks for employees - Employee Stock Option
- Common Stock vs Preferred Stock, RSU, ISO, NSO: How can an employee be awarded?
- Onboarding Employees in an early-stage company
- Taxes: ISO $100k limits, 83(b) election, Rule 3921, AMT Tax for ISO exercises, NSO tax withholdings for employees
- When can I buy my employee stocks? Can I buy them right away?
- Did you exercise options? You need to file IRS Form 3921
- What is an early exercisable stock option?
- Restriction on your shares after you leave the company
- Tips for Exiting Employees in an early-stage company
- Tips for Exiting Employees in an early-stage company: checklist
Do you have any questions for us?
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