INVESTOR STREAM

Post Funding Information


Shareholder Information

As a shareholder, you have signed a Joinder Agreement, which adds you to the existing shareholders agreement and gives you the rights and privileges of all shareholders in the corporation.

Updates

The Corporation should update you every 3 months regarding the company and its growth. These updates should come via email and are a great way to keep you involved in the progress the company is making and any issues they are facing.

Shareholder’s Meetings

The corporation must call an annual shareholder’s meeting which all investors can be invited to participate to discuss each fiscal year. Depending on the format of the meeting, you may or may not be permitted to ask specific questions during the meeting. The corporation may also invite investors to email them with their questions before or after the meeting, to which the corporation may release their responses.

Annual Reporting

The Corporation should compile financial statements annually and provide them directly to you within 3 months of the company’s fiscal year end.

Connecting with the Corporation

Contacting the corporation to offer support, advice, or connections is always appreciated, but emailing the corporation every week because they are not making as much money as you hoped is not. With that in mind, the corporation may create a direct way for its investors to directly reach out (i.e. a new email address called investors@companyname.com) with business connections, ideas, and constructive feedback.

Where can I see my holdings?

You can always find them on the left side of the Equivesto site’s dashboard. This section includes the following sub-sections:

  • Dashboard

  • Account Settings

  • My Investments

  • Transactions

  • Messages

  • Documents

Will I receive paper statements about my holdings and transactions?

No papers. Equivesto gives you access to your online account, which shows your holdings and transactions.

Can I print a copy of my holdings for my records?

Yes, of course!