How To Transfer a Share

Learn how to transfer a share from one holder to another.

Prior to getting started, you will need the following:

  • Upgrade your account to our “Growth” Plan
Step 1: Getting started
  • Hover over “Capitalization” in the main navigation bar and then click the “Cap Table” button in the drop-down menu
  • Click the “Transfer” button found on the top right of this page
Step 2: Transferring the shares
  • Fill in the required fields starting with the Recipient (Transfer To), Transaction Value (Issue Date), and the Contributing Team Member (Transfer From Member, Transfer From Certificate, and Number of Shares)
    • Note: You can do a full transfer or a partial transfer of shares
  • You can enter as many details as you’d like by completing the entire form including attaching documents and notes
  • Click the “Transfer” button

Still need help?

Email one of our Equanaut support agents at support@equa.com, and we can assist you further there.
Thank you.

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