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Capitalisation
Securities
Capitalisation
Capitalization Table
Securities
Pools
Equity awards
Accounts
Adress Book
Transactions
secondary
Library
Files
Templating
Electronic signature
Settings
Administration
Details
Labels
Notifications
Authorizations
Timeline
Governance
Step by step tutorials
Tutorials
My company's life
Equify for lawfirms
Equify for holders
Equify Academy
Equify 101
Onboarding your company on Equify
Reports
Valuation
Log
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 to register Share with Warrant on Equify ?
How does the Securities view work?
How to add a security?
How to edit or delete a security?
How to set up the details of 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?
How do you validate the achievement of a target for an account with a milestones vesting ?
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?