Here is a guide to help you understand how to view the timeline and use it on Eqvista. There are two ways to view the timeline on Eqvista. Each has been explained below:
Method 1 – Viewing the Timeline from the Dashboard
Step 1: Once you have logged into your account and selected a company, you will be directed to the main dashboard of the company. On this main page, you will find a shortcut for your company’s timeline on the bottom. Here is how the page would look like.
Step 2: The last panel on the dashboard is the timeline where you can see the details of most of the important transactions of the company, as below.
Step 3: You can also expand the timeline by clicking on the “View Full Timeline” button at the top of the panel so that you can see all the previous transactions as well. When you do this, you will be directed to the following page.
This is an expanded timeline. You can see every action from the time the company was founded, including:
- Number of shares authorized
- Share Class
- Option/Warrant Class
- Convertible Note
- How many shares issued
- Number of shares reserved in equity classes
- And many more
Also, you can click on any of the words in blue, and you will be directed to the source of that action in the company. For instance, we clicked on “Founders” as shown below.
By doing this, we were directed to the following page.
This is the page where you can see the details of the “Founder” class equity, such as the number of shares issued in the class, capital committed, and percentage of ownership. It also allows you to issue more shares to a new shareholder from here. To know more about this, check out the support articles here!
And just like this, if you click on any blue word or phrase from the timeline, you will be directed to the page related to the word/phrase. You can easily manage and handle everything of your cap table right from the timeline and dashboard without much hassle.
Method 2 – Viewing the Timeline through the Menu
Once you select your company name and reach the dashboard, click on “Cap Table” from the left side menu, and then on “Timeline” from the tiny drop-down menu to reach the timeline page.
Note: It is the same timeline page you reached when you clicked on “View Timeline” from the dashboard as shown in Method 1.
If you want to know more or understand any other process, check out the other support articles here or contact us!