User Guides

Step-by-step guides for using the Equa equity management platform

User Guides

Practical, step-by-step guides for Equa platform features. Written for startup founders, CFOs, legal counsel, and team administrators who manage equity, agreements, and compliance.

Guides (21)

Guide	Module(s)	Audience	Status
Getting Started	auth, welcome	All users	DRAFT
Organization Setup	organization	Founders, admins	DRAFT
Managing Your Cap Table	captable	Founders, CFOs	DRAFT
Issuing Equity	captable, esop	Founders, CFOs	DRAFT
ESOP Administration	esop	HR, founders	DRAFT
Creating Agreements	agreements	Legal, founders	DRAFT
Convertible Instruments	convertibles	Founders, legal	DRAFT
Document Management	documents	All users	DRAFT
Data Rooms	documents	Legal, founders	DRAFT
Finance & Transactions	hh-finance	CFOs, finance	DRAFT
Payments & Billing	payments, subscriptions	Finance, admins	DRAFT
Managing Team Members	team-members	Admins, HR	DRAFT
Roles & Permissions	roles	Admins	DRAFT
Profile & Settings	profile, user-dashboard	All users	DRAFT
Reports & Analytics	reports	Founders, CFOs	DRAFT
Referral Program	referrals	All users	DRAFT
Google Drive Sync	google-drive	All users	DRAFT
Microsoft Integration	—	All users	DRAFT
Using Equanaut AI	equanaut	All users	DRAFT
Admin Guide	admin	Platform admins	DRAFT
FAQ	—	All users	DRAFT

How to Write a Guide

1. Copy templates/user-guide.md into guides/.
2. Write for a non-technical audience.
3. Include step-by-step instructions with UI references.
4. Update this index and README.md when the status changes.