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Capitalisation
Capitalisation
Capitalization Table
Securities
Pools
Equity awards
Timeline & Transactions
Events
Transactions
secondary
Special transactions
Accounts
Adress Book
Accounts
Logs
Templating
Templating
Signature
Governance
Library
Files
Templating
Electronic signature
Step by step tutorials
Tutorials
Tutos
My Equify onboarding
Settings
Administration
Details
Labels
Notifications
Authorizations
Informations
Equify for holders
My personal space
Connexion
Reports
Valuation
Capitalisation
Find here all the objects related to your capitalisation : the capitalization table, exports, securities, pools and shareholders.
Capitalization Table
Cap table management
How does the Cap table work?
How to export my Cap table?
Securities
How does the Securities view work?
How to add a security?
How to edit or delete a security?
How to setup a vesting?
How to set up the terms and conditions applicable in the event of an employee's departure ?
Vesting schedule: which rounding rule should you apply?
See more
Pools
Option pool management
How to add a pool?
How to edit or delete a pool?
Equity awards
How to read Equity awards Excel Report?
How to export equity awards ?
