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Organization Setup

Organizations are the foundation of everything in Equa. Every cap table, document, agreement, and team member belongs to an organization. This guide covers creating and configuring your organization.

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Prerequisites

  • Active Equa account with verified email
  • No specific role required to create a new organization

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Creating an Organization

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Step 1: Start the Creation Flow

From your dashboard, click Create Organization. If you already have organizations, click the + button in the organization switcher or go to Organizations > New.

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Step 2: Enter Required Information

Fill in the following:
  • Organization name — The legal name of your company or entity
  • Company type — Select one:
    • LLC (Limited Liability Company)
    • C-Corp (C Corporation)
    • S-Corp (S Corporation)
    • Other available entity types
  • Equity structure — Choose the structure that reflects how ownership is divided in your company

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Step 3: Review and Create

Click Create to finalize. You will be taken to your new organization’s dashboard. As the creator, you are automatically the owner with full permissions.

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Configuring Organization Details

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Step 1: Open Organization Settings

Navigate to your organization’s Settings page from the sidebar or organization dashboard.

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Step 2: Update Business Details

You can fill in or update the following fields:
  • EIN (Employer Identification Number)
  • Website
  • Phone number
  • Registration number — Your state or jurisdiction filing number
  • Start date — When the company was formed
  • Business address — The registered address of the company
Click the logo area to upload your company logo. Supported formats include PNG and JPG.

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Step 4: Save Changes

Click Save to apply your updates.

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Common Tasks

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Setting Up Security Types

Before issuing shares, you need to define your security types (share classes).
  1. Navigate to Organization > Securities
  2. Click New Security Type
  3. Fill in the required fields:
    • Name — e.g., “Common Stock” or “Series A Preferred”
    • Share class — The class designation
    • Share type — Common, preferred, options, warrants, etc.
    • Price per share — The default price
    • Voting shares — Whether this class carries voting rights
    • Fractional shares — Whether fractional ownership is allowed
    • Certified shares — Whether share certificates are issued
  4. Click Save

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Managing Certificate Legends

Legends are the legal text that appears on share certificates.
  1. Navigate to Organization > Legends
  2. Click New Legend
  3. Enter the legend name and full text
  4. Click Save
Legends are immutable once assigned to an issued certificate. Create new legends instead of trying to modify existing ones.

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Configuring Ownership Transferability

Set whether shares can be freely transferred between members or require approval. This is configured in your organization settings under the equity structure section.

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Viewing the Organization Dashboard

Your organization dashboard shows:
  • Recent actions — The latest changes made by team members
  • Capital summary — Overview of authorized and outstanding shares across all security types

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Tips

Take time to set up your security types correctly before issuing any shares. While you can update security types later, changes do not retroactively affect already-issued shareholdings.
If your company has a registered agent, you can link them to your organization in the settings. This helps keep your corporate records organized in one place.

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Troubleshooting

Cause: Your email may not be verified, or there may be a connectivity issue.Solution: Make sure your email is verified (check your inbox for the verification email). Then try again. If the problem persists, refresh the page and retry.
Cause: You may not have the editOrganizationDetails permission.Solution: Ask the organization owner to assign you a role that includes the “Edit Organization Details” permission.
Cause: The platform supports a fixed set of company types.Solution: Choose the closest match for your entity type. If none apply, contact Equa support for guidance.