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Frequently Asked Questions

Find answers to the most commonly asked questions about Equa. If your question is not covered here, reach out to support or ask Equanaut, the AI assistant.

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Account and Authentication

Go to app.equa.cc and click Sign Up. You can register with email and password, Google sign-in, or a magic link. See the Getting Started guide for detailed steps.
Equa supports three sign-in methods:
  • Email and password — Traditional login with email verification
  • Google OAuth — One-click sign-in with your Google account (email is auto-verified)
  • Magic link — A one-time login link sent to your email, valid for 15 minutes
Sessions last as long as you remain active — each request resets the 42-minute inactivity timer. If you are inactive for more than 42 minutes, you will be logged out automatically.
Navigate to Settings > Account and click Enable 2FA. Scan the QR code with an authenticator app (Google Authenticator, Authy, etc.) and enter the verification code. See Profile and Settings for details.
On the login page, click Forgot Password to receive a password reset email. You can also use the magic link option to sign in without a password.

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Organizations

There is no fixed limit on the number of organizations you can create. Each organization operates independently with its own cap table, documents, and team members.
Equa supports LLCs, C-Corps, S-Corps, and other common entity types. Choose the type that matches your company’s legal structure when creating the organization.
Only the organization owner can delete an organization. Navigate to organization settings and click Delete Organization. This action should be taken with extreme care as it affects all associated data.
Organization ownership is determined by the creator. To transfer ownership, contact Equa support for assistance with this administrative change.

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Cap Table

A capitalization table (cap table) tracks who owns equity in your company. It lists all shareholders, their share classes, the number of shares they hold, and their ownership percentages. Equa maintains both outstanding and fully-diluted views.
Outstanding ownership counts only shares that have been issued. Fully diluted ownership also includes shares that are reserved in option pools, convertible instruments, and other commitments that may become shares in the future. Fully diluted gives a more complete picture of potential ownership.
Yes, but only for security types that have fractional shares enabled. Check your security type settings to see if fractional ownership is allowed.
Equa generates PDF certificates automatically from your cap table data. Each certificate includes the shareholder name, share details, serial number, legends, and signatures. Navigate to any shareholding and click Download Certificate.
Yes. Open the shareholding from the cap table and click Void. Voided shareholdings display a “VOID” marking on generated certificates. The serial number is permanently reserved.

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ESOP and Equity Plans

An Employee Stock Option Plan (ESOP) is a framework for granting stock options to employees. In Equa, ESOPs consist of a board-approved plan, option pools, individual option grants, and vesting schedules.
Equa supports two types:
  • Continuous — Shares vest over time at regular intervals (e.g., monthly over 4 years with a 1-year cliff)
  • Discrete — Shares vest on specific dates in specific amounts (e.g., milestone-based vesting)
Once options have vested, the holder can exercise them through the ESOP module. Enter the number of shares to exercise (cannot exceed vested but unexercised shares), and the options are converted into a shareholding on the cap table.

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Convertible Instruments

Equa supports: Convertible Notes, Pre-Money SAFEs, Post-Money SAFEs, YCVC SAFEs, YC Convertible Notes, 500 Startups Convertible Notes, 500 Startups Convertible Securities, SAFTs, and Custom instruments.
Equa uses simple interest: Principal x Accrual steps x (Rate / 365) / 100. The accrual frequency can be daily, monthly, or annual, which affects how steps are counted.
When a qualifying event occurs, you enter the conversion valuation. Equa calculates the price per share (valuation / total shares - discount) and the shares owed per note (principal + interest / discounted price). The system then creates new shareholdings for each note holder.

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Documents and Data Rooms

Documents is the general file storage for your organization. Data Rooms add per-member access control on top of file storage, letting you control exactly who can see specific files. Data rooms are typically used for due diligence, investor relations, and sharing sensitive materials.
You can upload any file type. There are no restrictions on file formats. Common uploads include PDFs, Word documents, spreadsheets, images, and presentations.
Individual file uploads may be subject to browser and network limitations. For very large files, ensure you have a stable internet connection. Contact support if you encounter issues with specific file sizes.
Files are soft-deleted in Equa, meaning they are hidden but not permanently removed. Re-uploading a file with the same name to the same location restores the deleted version.

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Billing and Subscriptions

Visit Settings > Billing or the pricing page to see current plans. Each plan includes different feature sets and member limits.
After cancellation, you retain read-only access to your data until the end of your paid period. Once the period ends, premium features are locked but your data is preserved.
EquaCash is Equa’s virtual currency earned through the referral program. You can apply EquaCash credits toward subscription payments to reduce your bill.
Upgrades take effect immediately with prorated billing for the current period. Downgrades take effect at the end of the current billing cycle, so you keep full access until then.

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Team Members and Permissions

The member limit depends on your subscription plan. You can see your current count and limit on the Team Members page. Upgrade your plan to increase the limit.
Individual members are people (founders, employees, investors). Entity members are organizations, trusts, or funds that hold equity. Both types work the same way on the cap table.
Create a custom role with only the permissions they need, then assign that role to the member. For example, create an “Investor” role with only viewing permissions.

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Integrations

Yes. Navigate to Settings > Integrations > Google Drive to connect your Google account and set up automatic folder sync to your Data Room. See the Google Drive Sync guide.
Yes. The Microsoft Integration connects via Azure AD to manage Microsoft 365 groups. Your IT team will need to set up an Azure AD application. See the Microsoft Integration guide.
Click the Equanaut icon to open the chat interface. Type your question or request in natural language. Equanaut can view data, manage members, create security types, and more — all with confirmation before any changes. See Using Equanaut AI.

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Security and Privacy

Yes. Equa uses encrypted sessions, secure cookies, bcrypt password hashing, and content-addressed storage for immutable document records. All API requests require authentication, and role-based access control restricts what each user can see and do.
No. Credit card processing is handled by Chargify (Maxio), a PCI-compliant payment processor. Equa does not store raw card numbers.
Cap table data is accessible through the reports module. You can copy report data into spreadsheets. Documents can be downloaded individually from the file browser or data room.
Equa maintains an immutable audit trail through content-addressed hashing. Every change to your cap table, agreements, and operating documents creates a tamper-evident record that can be verified.

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Getting Help

You can reach Equa support through the platform’s help menu or by emailing the support team. For quick questions, try asking Equanaut first.
This documentation site covers all features in detail. Use the sidebar navigation to browse Architecture, Feature Specifications, API Reference, and other sections.