Onboarding Walkthrough
This guide walks you through the complete first-time experience in Equa — from creating your account to having a fully configured organization with your first cap table entry.
The Onboarding Flow
Step 1: Create Your Account
You can register in three ways:
- Email and password — Fill in the registration form with your name, email, and a secure password
- Google sign-in — Click “Sign in with Google” for one-click registration
- Magic link — Enter your email and receive a sign-in link (no password needed)
Step 2: Verify Your Email
After registering with email/password:
- Check your inbox for a verification email
- Click the verification link (valid for 30 minutes)
- You’ll be redirected back to Equa
Google sign-in users skip this step — your email is automatically verified.
Step 3: Complete Your Profile
The profile setup collects:
- Full name (required)
- Phone number (optional)
- Date of birth (optional)
- Profile photo (optional)
- Website (optional)
Step 4: Set Your Signing PIN
Set a 4-digit PIN used for signing documents and confirming sensitive actions within the platform.
Step 5: Create Your Organization
Fill in your company details:
- Company name (required)
- Company type — LLC, Corporation, Partnership, etc.
- Equity structure — Choose your equity configuration
- Business address (optional)
- EIN / Tax ID (optional)
Step 6: Add Security Types
Before issuing shares, define your security types:
- Navigate to Cap Table > Security Types
- Add your share classes (e.g., Common, Preferred Series A)
- Configure pricing, voting rights, and other attributes
Step 7: Invite Team Members
- Go to Team > Members
- Click Invite Member
- Enter their email address
- Assign a role (with appropriate permissions)
- They’ll receive an invitation email
Step 8: Issue Your First Shares
- Navigate to Cap Table > Shareholdings
- Click Issue Shares
- Select the member, security type, and share count
- Confirm the issuance
- A share certificate is automatically generated
AI-Powered Onboarding (Equanaut)
Equa also offers an AI-powered onboarding path through Equanaut:
- Upload your existing company documents (articles of incorporation, cap table spreadsheets, etc.)
- Equanaut analyzes the documents and extracts company information
- Review the extracted data and answer clarifying questions
- Equanaut builds your organization structure automatically
This path is ideal if you have existing equity documentation to import.
Onboarding Checklist
After completing setup, a checklist widget tracks your progress:
What’s Next?
Once onboarding is complete:
