Create a Time-Based Vesting Plan

Step 1: Start by logging into your Eqvista account and choosing the company profile you want to issue shares to after creating the time-based vesting plan. As soon as you get to the dashboard, click on “Cap table” from the left-hand side of the panel, and choose “Vesting and plans”. You will then be directed
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Create a Hybrid Vesting Plan

Step 1: The first thing that you need to do is log into your Eqvista account and choose the company profile you want to issue the shares using the hybrid vesting. To do this, click on “Cap table” from the left-hand side of the panel and a drop-down menu will appear. Here, click on the
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Apply a vesting plan

Step 1: The first thing you need to do is log into your Eqvista account and select your company. From the Dashboard, click on “Cap table” and then on “Vesting and plans” under the drop-down menu. You will reach the following page where you can see all the vesting plans created. Note: Click here to
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Duplicate a vesting plan

Step 1: Log into your Eqvista account and select your company profile. On the dashboard, click on “Cap table” and then on “Vesting and plans”. Once you do this, you will be directed to the following page. On this page, you will see all the various vesting plans available. Click on the button that says
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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!