Product Overview

What Equa is, who it serves, how the platform is built, and what makes it different

Product Overview

What Equa Is

Equa is a modern equity management platform for companies to manage their cap tables, ESOPs, agreements, documents, and financial operations — with an AI-powered assistant (Equanaut) built in.

The platform enables organizations to issue and track electronic securities, manage equity incentive plans, generate legal documents, maintain data rooms, and handle billing — all from a single web application at app.equa.cc.

Source: Product description from equa-docs/index.md, landing page at equa-web/src/modules/landing/pages/landing-page.tsx (lines 231-234).

Target Markets

Equa serves four primary customer segments, each with a distinct onboarding path powered by Equanaut:

Segment	Description	Example Prompt
Tech Startups	Early-stage companies with co-founders needing equity split tracking, vesting schedules, and fundraising preparation	”I’m starting a tech startup with 3 co-founders. We need to track our equity split (40/30/30), set up a vesting schedule, and prepare for our seed round.”
Investment Funds	Venture funds with limited partners tracking capital calls, distributions, and portfolio company investments	”I’m launching a venture fund with 5 limited partners. We need to track capital calls, distributions, and portfolio company investments.”
SPVs	Special purpose vehicles pooling investment from multiple investors for single deals	”I’m setting up an SPV to pool investment from 10 investors for a single deal. Need to track contributions and future returns.”
ESOP Companies	Organizations managing employee stock option plans with grant tracking, vesting, and exercise workflows	”I need to manage our company’s employee stock option plan. We have 50 employees and want to track grants, vesting, and exercises.”

A fifth segment — growth-stage and pre-IPO companies — is served by the SCALE plan, which provides the full equity management system for organizations in later stages preparing for their next growth phase or IPO.

Source: Example prompts from equa-web/src/modules/landing/pages/landing-page.tsx (lines 77-82). SCALE segment from equa-web/src/modules/payments/payments-plan.tsx (line 25).

Platform Architecture

Equa is built as a multi-repository platform with clear separation of concerns:

Repository	Purpose	Tech Stack
equa-web	Frontend application (24 feature modules)	React, TypeScript, Webpack, Styled Components
equa-server	Backend API (20 service modules)	Express, TypeORM, PostgreSQL, Node.js
equabot-gateway	AI agent infrastructure and Equanaut	TypeScript, WebSocket, multi-channel
equa-patternlib-nextjs	Design system and component library	Next.js, Storybook, React
command-center-so	Internal operations dashboard	Next.js, TypeScript

Frontend Modules (24)

The equa-web application is organized into self-contained feature modules under src/modules/:

Category	Modules
Auth & Onboarding	auth, landing, welcome, equanaut
Organization	organization, organization-dashboard, team-members, roles
Equity Management	captable, esop, convertibles
Documents	documents, agreements
Finance & Billing	hh-finance, payments, subscriptions, referrals
User	profile, guest, user-dashboard
Reporting & Actions	reports, actions
Integrations	google-drive
Administration	admin

Backend Modules (20)

The equa-server is organized into service modules under modules/:

Category	Modules
Core Services	api, api-helper, common, persistence
Auth & Identity	auth, organizations, admin
Equity	captable, doc-gen
Finance	billing, wallet, referral
Documents & Storage	data-room, file-storage
AI	agent, raven
Integrations	google-drive, microsoft
Tracking	activity, notifications

Key Differentiators

1. AI-Powered Onboarding (Equanaut)

Users describe their organization in natural language, and Equanaut configures the entire workspace automatically — cap table structure, stakeholders, documents, and settings. No manual configuration required.

The landing page hero reads: “Tell Equanaut what you want to organize. Describe your company, fund, or project and our AI assistant will set everything up for you.”

Users can also attach files (cap tables, org charts, contracts, logos) during onboarding. Supported formats include images, PDFs, Word docs, Excel files, CSV, text, and Markdown, up to 10 MB per file and 5 files total.

Source: equa-web/src/modules/landing/pages/landing-page.tsx (lines 72-74, 231-234). Equanaut module at equa-web/src/modules/equanaut/.

2. Electronic Securities with Digital Transferability

Equa issues electronic securities with built-in transfer and repurchase capabilities, eliminating paper certificates and manual transfer agents. The captable module handles shareholding management, certificate generation, and transfers.

Source: equa-web/src/modules/captable/ (transfer features gated by subscription). Feature gating: equa-server/modules/billing/src/responses.ts — OrganizationFeature.transfers.

3. Per-Holder Pricing Model

Unlike competitors that charge per-company flat fees, Equa uses a per-holder pricing model that scales with the organization’s actual usage. The GROWTH plan costs $7.00 average monthly per holder billed annually, making it accessible for small organizations and proportional for larger ones.

Source: equa-web/src/modules/payments/payments-plan.tsx (lines 13-19). Billing component: equa-server/modules/billing/src/writing.ts (member component auto-update, lines 266-294).

4. Integrated Data Rooms and Document Generation

The platform includes built-in data rooms for secure document sharing with investors and stakeholders, plus automated document generation for legal agreements. This eliminates the need for separate data room providers.

Source: equa-web/src/modules/documents/ (data room and document management). equa-server/modules/data-room/ and equa-server/modules/doc-gen/.

5. Finance Dashboard with AI Agent

The Hills & Hollows Finance module (hh-finance) provides a financial metrics dashboard with bank account integration, transaction tracking (invoices and bills), AR/AP aging, and scheduled job status — augmented by an AI finance agent.

Source: equa-web/src/modules/hh-finance/ (finance dashboard). equa-server/modules/agent/ (AI agent endpoints).

Environments

Environment	URL	Purpose
Production	app.equa.cc	Live application
Staging	staging.app.equa.cc	Pre-production testing
API	api.equa.cc	Backend REST API
Documentation	docs.equa.cc	Platform documentation

Contact

• Support: [e-mail]
• Expert Consultation: Schedule a meeting
• Privacy Policy: equa.cc/privacy-policy
• Terms of Use: equa.cc/terms-of-use