Document Management Blog

January 10, 2022
Equa - Considering a Tender Offer?

A tended offer allows employees and investors the opportunity to sell shares even if the company is not yet public. They also allow buyers to gain equity in a company that is still private.  Not Sure About Participating In a Tender Offer? For most, tender offers can be a great option but might not be […]

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January 5, 2022
Warrants vs. Stock Options

Growing pains are part of starting a new company. Knowledge of your company’s equity and how this affects not only your company but also the investors is important. One example of this is warrants and more specifically when to issue warrants vs stock options. Continue reading for a full breakdown of how stocks options and […]

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December 20, 2020
Workplace Documents: Bringing Order to Chaos

Vital to the success of a growing enterprise is the effective management of employment documents. This process, however, if not structured properly, can evolve into a highly chaotic and messy proposition. Typically under the auspices of an HR Department, the purpose of these documents is to clarify the rights, accountabilities, and expectations for successful workforce […]

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October 28, 2020
What Are Corporate Bylaws and LLC Operating Documents?

Corporate bylaws are a vital element of a newly formed company, providing key rules and regulations for operational effectiveness. They aredrawn up and codified by the board of directors when a corporation is being formed. This document helps to ensure that a business runs consistently from its inception. Bylaws thus become the critical document to […]

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October 3, 2020
The Promise of Artificial Intelligence: Ushering in the Next Generation of Digital Document Systems

Maintaining low operational costs amid a sea of legal documents is an ongoing challenge for today’s businesses. Manual processes are often costly, inefficient, and fraught with inaccuracies. Given this prevailing trend, growing numbers of companies are exploring the viability of artificial intelligence (AI) as a potential solution for streamlining their document management systems. The use […]

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October 1, 2020
The Equa Data Room: What You Need To Know

Data rooms are cloud applications that facilitate the secure storage and sharing of confidential information, including business documents. These virtual constellations are now the norm and are rapidly replacing the need for actual physical documentation. Properly administered, these systems represent an additional layer of security for business documents. They can also reduce friction when it […]

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September 8, 2020
My Business Document Struggles: A New Solution Around The Block?

The year was 1993. I registered my first corporate entity, an S corporation for a new Chicago-based business I’d decided to launch. Several months later I sat in stunned amazement after receiving a voluminous three-ring binder with all of my documents. “Yipes”, I thought. “What have I gotten myself into?” Keep in mind that these […]

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August 7, 2020
Feature Interview With National Business Consultant Keo Frazier

As entrepreneurs continue to fuel the growth of registered businesses around the world, our team here at Equa aims to foster a one-stop, world-class destination for the management of documents, banking, and compliance. By focusing on business creation and agreement simplification, Equa aims to significantly reduce the time and money demands associated with launching and […]

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July 24, 2020
Feature Interview With Corporate Attorney Garrett Sutton

Garrett Sutton is a corporate attorney, asset protection expert and best selling author who has sold more than 900,000 books on corporate formation related themes. For over 30 years, Sutton has been providing business leaders and real estate investors with the necessary support for asset and legal protection while maximizing their financial goals. He founded two companies, Corporate […]

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July 22, 2020
EquaProfile: Customer Success Team Members Kyle Croyle and Andrea Stevens

Delivering proactive, highly personalized service is a hallmark of Equa’s value proposition to clients. In this brief Q&A, we asked customer success team members, Kyle Croyle, and Andrea Stevens, to discuss their approach to delivering exceptional service during the client onboarding stage and beyond. What does a typical day look like for the two of […]

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