Getting Started
Equa is an equity management platform that helps companies manage cap tables, stock option plans, agreements, and documents. This guide walks you through creating your account and getting set up.Prerequisites
- A valid email address
- A modern web browser (Chrome, Firefox, Safari, or Edge)
Creating Your Account
Step 1: Open the Registration Page
Go to app.equa.cc and click Sign Up. You can also register from the landing page by clicking Get Started.Step 2: Choose a Sign-Up Method
Equa supports three ways to create an account:- Email and password — Enter your email address and choose a password.
- Google — Click Sign in with Google to use your Google account. Your email is automatically verified.
- Magic link — Enter your email address and click Send Magic Link. Check your inbox for a one-time sign-in link that expires in 15 minutes.
Step 3: Verify Your Email
If you signed up with email and password, you will receive a verification email. Open it and click the verification link. You must verify your email before you can access the platform.Step 4: Accept Terms of Service
On your first login, you will be asked to accept the Equa terms of service. Review and accept to continue.Completing Your Profile
Step 1: Open Your Profile
After signing in, click your avatar in the top-right corner and select Profile. You can also navigate to Settings > Profile.Step 2: Fill In Your Details
Complete the following fields:- First name and Last name (required)
- Profile photo — Upload a PNG or JPG image
- Phone number
- Date of birth
- Address
Step 3: Add Profile Links (Optional)
You can add links to your LinkedIn, Facebook, Twitter, or Instagram profiles. Each link is validated to ensure it is a valid URL.Step 4: Save Your Profile
Click Save to update your profile. Your information is used across all organizations you belong to.Creating Your First Organization
Step 1: Navigate to Organizations
From the dashboard, click Create Organization or go to Organizations > New.Step 2: Enter Organization Details
Fill in the required fields:- Organization name — Your company or entity name
- Company type — Select from LLC, C-Corp, S-Corp, or other available types
- Equity structure — Choose the structure that matches your company
Step 3: Add Additional Details (Optional)
You can also provide:- EIN (Employer Identification Number)
- Website
- Phone number
- Registration number
- Start date
- Business address
Step 4: Create the Organization
Click Create. You are automatically assigned as the owner of the new organization with full administrative access.Common Tasks
Switching Between Organizations
If you belong to multiple organizations, use the organization switcher in the navigation bar. Click the current organization name to see all your organizations.Enabling Two-Factor Authentication
- Go to Settings > Account
- Click Enable Two-Factor Authentication
- Scan the QR code with your authenticator app (Google Authenticator, Authy, etc.)
- Enter the verification code to confirm
Logging Out
Click your avatar in the top-right corner and select Log Out. Your session will be ended.Tips
Troubleshooting
I did not receive my verification email
I did not receive my verification email
Cause: The email may be in your spam or junk folder, or there may be a delay in delivery.Solution: Check your spam folder first. If you still do not see it, go back to the login page and request a new verification email. Make sure you entered the correct email address during registration.
My magic link has expired
My magic link has expired
Cause: Magic links expire after 15 minutes for security.Solution: Go to the login page and request a new magic link. Click it promptly after receiving it.
I cannot access any features after logging in
I cannot access any features after logging in
Cause: Your email may not be verified yet.Solution: Check your inbox for the verification email and click the link. You must verify your email before accessing protected features.
Google sign-in is not working
Google sign-in is not working
Cause: Pop-ups may be blocked by your browser, or there may be a temporary issue with Google’s OAuth service.Solution: Allow pop-ups for app.equa.cc in your browser settings and try again. If the problem persists, use email/password or magic link sign-in instead.