Feature Matrix
This document provides a complete inventory of Equa platform features, their availability by subscription plan, and their current maturity status. Feature data is verified against the equa-web/src/modules/ codebase (24 modules) and equa-server/modules/ (20 service modules). Plan gating is verified against equa-web/src/modules/payments/components/features-and-additional-services.tsx (lines 91-108).
Maturity Definitions
| Status | Definition | Criteria |
|---|
| GA | Generally Available | Full CRUD operations, multiple components/pages, production-ready |
| Beta | Beta | Module exists with functional pages but limited scope or test coverage |
| MVP | Minimum Viable Product | Module exists but mostly stubs, placeholders, or redirect logic |
| Planned | Planned | Referenced in navigation or code but not yet implemented |
Plan Gating Legend
| Symbol | Meaning |
|---|
| All | Included in START, GROWTH, and SCALE |
| Paid | Included in GROWTH and SCALE only |
| Add-on | Available as a separate add-on purchase |
| — | Not applicable to plan gating |
Core Equity Management
| Feature | Description | Plans | Maturity | Frontend Module | Backend Module |
|---|
| Cap Table Management | Shareholding tracking, filtering, grouping, CSV export, certificate generation | All | GA | captable (28 files) | captable |
| Electronic Securities | Digital security issuance with auto-updates to cap table | All | GA | captable | captable, persistence |
| Share Transfers | Transfer shareholdings between holders with audit trail | Paid | GA | captable | captable, billing |
| Share Repurchases | Company repurchase of outstanding shares | Paid | GA | captable | captable |
| ESOP Management | Equity incentive plans, pools, vesting schedules, option grants, exercising | All | GA | esop (37 files) | persistence |
| Option Exercising | Holder-initiated exercise of vested options | All | GA | esop | persistence |
| Convertible Instruments | Convertible notes and SAFE tracking, conversion modeling | All | Beta | convertibles (16 files) | persistence |
Source: Plan gating from equa-web/src/modules/payments/components/features-and-additional-services.tsx (lines 91-108). Transfer feature gated by OrganizationFeature.transfers in equa-server/modules/billing/src/responses.ts (lines 51-58).
Documents and Legal
| Feature | Description | Plans | Maturity | Frontend Module | Backend Module |
|---|
| Governing Documents | Agreement management by category, legal document storage | All | GA | agreements (6 files) | persistence |
| Document Management | File upload/download, folder organization, data room functionality | All | GA | documents (7 files) | data-room, file-storage |
| Data Rooms | Secure document sharing with investors and stakeholders | All | GA | documents | data-room |
| Document Generation | Automated legal document creation from templates | All | GA | — | doc-gen |
| Legends Management | Securities legend text management for compliance | Paid | GA | organization | billing |
Organization and Team
| Feature | Description | Plans | Maturity | Frontend Module | Backend Module |
|---|
| Organization Management | Organization creation, settings, securities configuration | All | GA | organization (29 files) | organizations |
| Organization Dashboard | Summary view with cap table overview, recent actions, capital metrics | All | Beta | organization-dashboard (10 files) | api |
| Member Management | Team member invitations, profiles, role assignment | All | GA | team-members (18 files) | organizations |
| Roles and Permissions | Custom role creation, permission assignment, cascading access control | All | Beta | roles (14 files) | auth |
| ORM Platform | Core organizational relationship management | All | GA | organization | organizations |
Finance and Billing
| Feature | Description | Plans | Maturity | Frontend Module | Backend Module |
|---|
| Finance Dashboard | Bank accounts, transactions, invoices/bills, AR/AP aging | — | GA | hh-finance (15 files) | agent |
| Payments and Billing | Subscription management, payment profiles, checkout | — | GA | payments (23 files) | billing |
| Subscription Plans | Plan comparison and selection UI | — | MVP | subscriptions (12 files) | billing |
| Referral Program | Equa Cash credits, referral tracking, transfer history | — | GA | referrals (39 files) | referral |
| Wallet Management | Digital wallet for Equa Cash and credits | — | GA | profile | wallet |
AI and Onboarding
| Feature | Description | Plans | Maturity | Frontend Module | Backend Module |
|---|
| Equanaut AI Assistant | AI-powered workspace setup from natural language descriptions. Regular chat also available to guest users (no account required) | All | GA | equanaut (41 files) | agent |
| Welcome Flow | First-time user onboarding, profile building, PIN setup | — | Beta | welcome (6 files) | auth |
| Landing Page | Public-facing landing with AI-driven sign-up flow | — | Beta | landing (4 files) | — |
User Management
| Feature | Description | Plans | Maturity | Frontend Module | Backend Module |
|---|
| Authentication | Login, registration, password reset, email verification, Google OAuth | — | GA | auth (17 files) | auth |
| User Profile | Profile editing, account settings, portfolio, themes | — | GA | profile (36 files) | api |
| User Dashboard | Organization selection and routing | — | MVP | user-dashboard (2 files) | api |
| Guest Access | Limited-access guest dashboard, portfolio, referrals, Equanaut AI chat (regular chat only, no tool execution) | — | Beta | guest (13 files) | auth |
Reporting and Administration
| Feature | Description | Plans | Maturity | Frontend Module | Backend Module |
|---|
| Reports | Holder reports, holdings reports, pool reports, cap table analytics | All | Beta | reports (5 files) | api |
| Actions Tracking | Action management, feature request system | All | Beta | actions (11 files) | activity |
| Admin Panel | Site statistics, organization invitations, user management | — | MVP | admin (6 files) | admin |
| Activity Tracking | Event logging and audit trail | — | GA | — | activity |
| Notifications | Email and in-app notification delivery | — | GA | — | notifications |
Integrations
| Feature | Description | Plans | Maturity | Frontend Module | Backend Module |
|---|
| Google Drive Sync | Bidirectional document synchronization with Google Drive | All | Beta | google-drive (13 files) | google-drive |
| Microsoft Integration | Microsoft 365 document integration | — | Planned | — | microsoft |
Add-On Services
These services are not included in any base plan and are available as separate add-on purchases:
| Add-On | Description | Status |
|---|
| 409A Valuations | Independent 409A valuation service | Available |
| 409A Materials Refresh | Updated valuation materials for existing 409A | Available |
| Blockchain & Token Securities | Tokenized security issuance on blockchain | Available |
| Investor Issuance Portal Page | Dedicated investor-facing portal for security issuance | Available |
| Legal Entity Formation | Company formation and registration services | Available |
Source: Add-on list from equa-web/src/modules/payments/components/features-and-additional-services.tsx (lines 102-107). These features have no for array in the gating table, indicating they are not included in any base plan.
Summary
| Category | Total Features | GA | Beta | MVP | Planned |
|---|
| Core Equity | 7 | 5 | 1 | 0 | 0 |
| Documents & Legal | 5 | 5 | 0 | 0 | 0 |
| Organization & Team | 5 | 3 | 2 | 0 | 0 |
| Finance & Billing | 5 | 4 | 0 | 1 | 0 |
| AI & Onboarding | 3 | 1 | 2 | 0 | 0 |
| User Management | 4 | 2 | 1 | 1 | 0 |
| Reporting & Admin | 5 | 2 | 2 | 1 | 0 |
| Integrations | 2 | 0 | 1 | 0 | 1 |
| Total | 36 | 22 | 9 | 3 | 1 |
