Here is a guide to help you understand how to view the timeline and use it on Eqvista.
Step 1: Once you have logged into your Eqvista account, you will reach the page where you can select one of the profiles of your company that you have created.
From here, you will be directed to the main dashboard of the company. On this main page, you will find a short cut 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 actions from the time you created the company until now, as below.
Other than this, you can also expand the timeline by clicking on the button at the top of the panel. You will be directed to a page that would look like this.
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 “Class A” as shown below.
By doing this, we were directed to the following page.
This is the page that details everything about the equity class “Class A”, such as the number of shares in the class, how many have been issued and to whom they have been issued, how many are left and more.
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.
If you want to know more or understand any other process, check out the other support articles here or contact us!