To make Eqvista better, we have made the generation of different reports much easier on. So, instead of going into the detail of the cap table and the long process to export the cap table on an excel sheet, you can easily go to the reports option and straightaway get the reports based on where you want to use them.

Types of Report

There are three types of reports that you would need to use. Each has been explained below:

Note: We have also shared the steps on how you can reach these reports.

Step 1: Log in to the application, select your company profile, and when you reach the dashboard, click on “Report” from the left-side menu as shown below:

Report

When you click on “Report”, you will reach this page where you can then get all three types of reports. Each has been explained below:

#1 Cap table Report

The first report that you can see here is the cap table report. By clicking on the name, you will get the following message and the option to download it.

Cap table Report

To download this cap table, click on the “Generate report”.

Once you do this, the report would be downloaded in an Excel format. When you open the report, it will have two sheets in it.

The first sheet would have the following information:

downloaded in an Excel format

To view the details, click on the second sheet with the name “Captable” to get the following page:

Cap table

From the above, you can easily see that you will be able to see all the main transactions that you need for your cap table report.


#2 Basic Company Report

The second report that you can see here is the basic company report. By clicking on the name, you will get the following message and the option to download it.

Basic Company Report

The report has the following details:

  • Shareholders
  • Common equities
  • Preferred equities
  • Options
  • Warrants
  • Convertible notes

To download this cap table, click on the “Generate report”. The first sheet would have the following information:

Generate report

You can click on the other sheets to see the details of each accordingly. Here is how the shareholders’ sheet looks like:

 shareholders’ sheet

This sheet would display all the shareholders in the company. The next sheet is the “Common equities” and it looks like this:

Common equities

The “preferred equities” sheet looks like this:

preferred equities

The next sheet is the “options” and looks like this:

options

The “warrants” sheet would have the following information and look like this:

warrants

The last sheet in this would be the “convertible notes” and would have the following information:

convertible notes

#3 Secondary Transaction Report

The last report that you can get from here is the “Secondary transaction report”. By clicking on the name, you will get the following message and the option to download it.

Secondary transaction report

This report contains the following details:

  • Exercises
  • Transfers
  • Repurchases
  • Conversions
  • Cancellations

To download this cap table, click on the “Generate report”. The first sheet would have the following information:

generate secondary transaction report

The next sheet is about “Exercises”. This is where you will see all the details of all the options that have been exercised.

Exercises

The next sheet shows all the “transfers” made in the company:

transfers

The next one shows the “repurchases” in the company:

repurchases

After that comes the sheet that shows the “conversions” in the company:

conversions

And the last sheet of this excel report would show you all the “cancellations” made in the company:

cancellations

And just like this, all the reports would share the details of your cap table on an excel sheet separately and neatly stacked.

Create Your Most Important Company Reports on Eqvista

Eqvista started off with the aim to make the life of founders and investors easy. With this update, you can now get the reports as per your needs. To learn more or if you have any other doubts, contact us here!

Introduction to Eqvista Report

Types of Report There are three types of reports that you would need to use. Each has been explained below: Note: We have also shared the steps on how you can reach these reports. Step 1: Log in to the application, select your company profile, and when you reach the dashboard, click on “Report” from … Continued

Interested in issuing & managing shares?

If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!