Here is a guide to help you understand how to view the dashboard and use it on Eqvista.
Step 1: Once logged into your Eqvista account and selected a company, you will be directed to the main dashboard. On this main page, you will find some shortcuts that will help you with your cap table, as well as your company’s timeline. You can easily manage your cap table right from the dashboard of the app. Here is how the page would look like.
Let us talk about each part of the dashboard.
On the top left side of the page, you will be able to see a graph about the ownership of the company that says “Ownership %”. Under the heading, a graph shows which equity makes up how much of the company’s ownership. There is also a button that says “Issue” and by clicking on it, a drop-down option comes up as “from Shares”.
You can issue shares from this panel on the Dashboard instead of using the longer method.
Additionally, there is a link below the graph that says, “Detail Overview →”. By clicking on this, you will reach the page that shows you an overview of all the shares and equity classes in the company, as below.
From here, you can issue the shares, create new equities, edit the old equity classes, and view all that has been done under the ownership.
To know more about how to issue shares, check out the support articles here.
Moving to the next part of the dashboard, there is a panel for “Authorized Shares Usage” on the top right side of the page as shown below.
In this part of the page, you will be able to see the details of all the authorized shares in the company, along with the percentage of shares added for each class, and the percentage of shares left. There is also a button on the top right side of the panel that says “Create”. By clicking on this, a drop-down menu will appear as shown below.
The above shown options and what they mean are explained below:
- Equity Share Class: Under this option, you will be taken to a page where you can easily add a new equity share class.
- Warrant: By selecting this, you will be taken to a page where you can create a warrant that can be issued to a shareholder later on.
- Option Pool: If you choose this option, you will be taken to a page where you can create an option pool and issue options to the employees in the company.
- Convertible Instrument: This option would permit you to create a convertible instrument like the KISS or SAFE.
Other than these options, you can also click on the link below the graph that says, “Summary Overview →”. This would take you to the following page to see the summary view of the company’s cap table.
To know more on how to add a security instrument, check out the support articles here.
The next panel shows the number of shareholders that the company has and the subscription plan that is active for the company profile.
As per the plans on Eqvista, you can have 20 shareholders in your cap table and use it for free. But the moment the number of shareholders increases to more than 20, you will have to subscribe to the application. To know more about it, check out the FAQ here!
Below the above panel, you will see another little panel as shared below.
Here, you will have a little summary of the total number of shares in the company and how they have been distributed. You can see the authorized shares, issued shares, available shares, and the share price of the company right from this panel.
The next panel on the dashboard is the details of the “Recent Equity Grants”, as shown below.
This part shows the details of the recent equity grants that were made in the company. It would display the name of the shareholder, the equity type they received, the name of their equity certificate, the number of shares, and the ownership percentage.
Along with this, Eqvista has made it easy for you to create new equity classes or issue more grants by clicking on “Equity Securities” button. This would take you to a page where you can begin the process of either creating a new equity class or even just issuing shares to the shareholders.
Here is the page you will be directed to:
To know more about how to issue shares to shareholders and how to create equity classes, check out the support article here.
Under the recent equity grant’s panel is a space where you are given suggestions about what else you can do with Eqvista to create your cap table or make it better. The panel is displayed below.
This section has advice that can help you grow your cap table and even lets you know if you have missed out on something.
At the end, there is a link saying “Use our guides to understand more →”. By clicking on this, it will take you to the knowledge base center. Here, you will find guides that would help you understand more about the various details of a cap table.
The next panel tells you what Eqvista can do. It helps you understand what more you can get out of the application. This is how it looks like:
There is a brief in this area that helps you understand all about Eqvista and how you can use it to the fullest. It is an addition to the suggestions shared above, but in a much more detailed format.
The last panel on the dashboard is the timeline to see the details of most of the important actions from the time you created the company until now.
Other than this, you can also expand the timeline by clicking on the button at the top of the panel that says “View Full Timeline”.
By doing this, you will be redirected to the following page:
This is an expanded timeline. Here, you will be able to view all the actions taken in the company including the number of shares authorized, the people who received the shares and how much they have received, the number of shares reserved in equity classes, and more.
Also, you can click on any of the words highlighted from here (or on this panel of the dashboard). By doing this, you will then be directed to a page to the source of that action. For instance, we clicked on “ESOP” as shown below.
You will then reach the page where you can see the details of the ESOP equity class as shown below.
And just like this, if you click on any highlighted word or phrase from the timeline, you will be directed to the page related to the word/phrase.
If you want to know more or understand any other process, check out the other support articles here or contact us!