Eqvista Review

Company Equity Management

Eqvista aims to replace the old practice usually employed by many businesses and entrepreneurs when it comes to managing their equity. Such practice requires a lot of paperwork, making the process of handling company shares or stocks time-consuming, cumbersome, and costly. 

With Eqvista, you can manage the shares or stocks of your company electronically in one place. This is possible whether your company is still under the seeding stage or already about to engage in an initial public offering (pre-IPO). Thus, you can perform all activities and tasks for handling your company’s shares online using a single digital tool. 

For instance, you can issue new share certificates in digital format to various shareholders of your company, allowing you to ditch traditional paper-based share certificates. You can transfer shares to new or existing shareholders in the same manner as well. 

Cap Table Management

One of the core features included in Eqvista is it enables you to build, track, and handle a capitalization table that provides detailed information about all the equities of your company and the shareholders who hold portions of those equities. The platform allows you to create a simple yet well-organized cap table that you can use to quickly make smart and sound decisions related to your company’s shares. 

Using this cap table, you’ll be able to easily verify if issuing shares to new shareholders, giving another stock option to existing shareholders, or accepting proposals from investors might dilute the equities owned by other shareholders of the company to an inconsiderable degree. Moreover, Eqvista lets you keep your cap table updated with the right data in accordance with the transactions and changes happening in your company. 

Waterfall Financial Analysis

Eqvista enables you to use the waterfall analysis method to visualize and analyze financing rounds on the exit or sale of the company. With this method, you can generate a dynamic and versatile graph or chart that displays how your company’s value is broken down among the various shareholders of the company upon its exit or sale. The waterfall graph or chart shows you how much each shareholder gets upon the company’s exit or sale and how that particular amount or value has been calculated. 

As you conduct a waterfall financial analysis, you can also take into account various factors that may change the final results of the calculations. Thus, you can input or change data like exit date, transaction fees, cash dividends, and converted liabilities. The calculated values for each financing round and each shareholder’s share of the company’s value are, then, updated accordingly. This gives you the chance to evaluate different exit round scenarios and come up with better decisions for future financing and investing activities.