Dashboard
To make your user experience better, we have created a dashboard that has shortcuts for all the main actions you might need on the cap table.
View Eqvista Dashboard
A dashboard to enhance your user experience, featuring shortcuts for all the key actions you may need on the cap table. Here is a guide to help you understand how to view and use the dashboard on Eqvista.
Step 1: Once logged into your Eqvista account and select the company account, you will be directed to the main dashboard.
Step 2: On this main page, you will find some shortcuts that will help you with your cap table. You can easily manage your cap table right from the dashboard of the app. Here is what the page would look like.
Note: You can navigate using the top bar of the dashboard. To understand how to navigate using the top bar of the dashboard, check out the support article!
Let us talk about each part of the dashboard.
Panel 1
The top left side of the page shows the general details of the company, including the company valuation, fair market value, total capital committed, shareholders, number of authorized shares, and shares issued.
Note: You can also view shares reserved when the company’s ownership is set to “Issued and Reserved”. To learn more about how to set the ownership percentage, check out the support article here!
Panel 2
Moving to the next part of the dashboard, there is a panel for “Tasks” on the top right side of the page as shown below. Here, you can see a list of tasks assigned to you.
When you click on the task, you will be redirected to the source page where you can see the details of the tasks assigned to you as shown below.
Panel 3
The next panel shows a graphical representation of valuation, shares, and funding of the company.
Below the graph, it displays a basic overview of the shares issued, available, and authorized in the company.
Panel 4
The next panel shows a graphical representation of ownership breakdown by class and shares.
Panel 5
The next panel on the dashboard is dedicated to the “409A Valuation”. Here you can see if you have completed or requested any 409A valuations in the past along with two options.
A. Request 409A Valuation: When you click on this, you will be redirected to the page where you need to add the details to request for 409A valuation as shown below.
B. Manage Fair Market Value (FMV): Once you click this on the dashboard, you will be redirected to the page where you can view the details of fair market value (FMV) as shown below.
Note: To know more about 409A valuation and our service click here! Check out our support articles to request, add, edit, and share the FMV.
Panel 6
The next panel shows a graph of which equity makes up how much of the company’s cap table composition. Each security type on the graph is colour-coded, and hovering your cursor on the graph will display the percentage it makes up of the cap table. Below the graph, it displays the number of common shares, preferred shares, options, and warrants issued.
Panel 7
The next panel is dedicated to the “Vesting Plans”. Here, you can see six default plans and vesting plans created by you.
When you click on “View All”, you will be redirected to the source page where you can see the details of the vesting plans as shown below.
Note: On this page, you can create your vesting plan or choose from six default plans. To know more about vesting plans, check out the support article here!
Panel 8
The last panel is the Recent Activities section, which shows actions that have taken place in the company. The recent activities have been organized into several categories:
- Issuance: The category includes the issuance of shares and securities.
- Exercise: It refers to the actions taken to exercise options and warrants.
- Transfer: This involves the transfer of shares from one stakeholder to another, which can include various forms of ownership changes.
- Repurchase: It pertains to the company’s buyback of its own shares and securities.
- Structure: The actions related to the canceling and restoring of grants.
To view all actions that have taken place in the company, click on “View Full Ledger”.
When you click, you will be redirected to the source page where you can see the details of the actions that have taken place in the company as shown below.
Note: You can download the actions by clicking on “Download”. Check out the support article to learn more about it!
If you want to know more or understand any other process, check out the other support articles here or contact us!
