How is phantom stock recorded in Cap Table?

Phantom stocks are useful financial instruments for any company. Let’s check out how phantom stocks are recorded in the Cap Table on Eqvista.  For easy understanding, we will start from the Equity page view. You can learn about how Phantom stocks are recorded on the Equity page in detail from this support article. On the … Continued

Create a Vesting Schedule for RSUs

Step 1: Log into your account on Eqvista and select the company profile. From here, you will be directed to the dashboard of the company where you can then begin the process.  When you reach the dashboard, click on “Cap table” from the left-hand side panel for a drop-down menu to appear. Here, select the … Continued

Adding your Lawyer

Here is the step by step guide on how to add your lawyer to your cap table. Step 1: Once you have logged into your account on Eqvista, click on “Company” on the left-side panel on dashboard. A sub menu will appear. Click on “Users” on the sub menu as shown below: Step 2: By … Continued

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