How it Works

By digitizing your organization's documentation from the start, you eliminate problems before they surface. Now you can:

Spend less on legal fees, protecting your P&L
Simplify the creation and management document, saving valuable time
Create clean documents, eliminating version control issues
Eliminate the need for paper storage, increasing efficiency
Leverage a central source of truth, securing audit trails
Utilize advanced technology, ensuring security of information
Manage your capitalization table, controlling your company's assets

Start Using Our Platform
in 3 Easy Steps

2
We’ll gather information about your organization.
3
Then you'll gain access to your dashboard with your information already prepared and ready for use.

Product & Features

Financial
Managerial
Legal
Cap Table Management Software
Fortify your business assets using the capitalization table management tool. Enjoy superior equity and asset management.

409A Valuations
Appraise the fair market value of your company's common stock using Equa. Never worry about shouldering the burden of doing your own valuation and taking compliance risks.

ESOP (Employee Stock Ownership Plan)
Manage your ESOP using our platform. Stop using outdated and error-prone ESOP systems.

Equa Transfer
Secure your financial records and account using an in-house transfer agent, Equa Transfer, LLC. No more costly agents to stress over.

Scenario Analysis
Prepare for the future by analyzing the impact of fundraising and stock dilution by taking advantage of Equa's predictive technology. Reduce the headache and concern of what happens if your company experiences an exit event.
Permission-Based Access
Keep your documents organized and customized without fear of security risks. Grant different levels of access to individual users.

Data Room
Access a secure investor data room. Make your investors happy with easily accessible information.

Notification System
Interact with your organization using our communication system. Don't fret about getting bogged down with multiple chat platforms.
Structural Efficiency
Convert your companies structural agreements into actionable living agreements. Minimize excessive legal fees by adding your legal team for direct approval.

Formation Documents
Form your business entity directly into your Equa account for immediate integration with your organizations. No more wasted time doing your own filings.

Business Agreements
Facilitate your operational and legal agreements using our software as a central source of truth. Never lose sleep over possible document errors.

Get organized today.

Schedule a Demo
Equa Transfer, LLC DBA Equa Transfer is a transfer agent registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither Equa Transfer, LLC DBA Equa Transfer, Equa or any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Transfer Agent services for DTC-eligible registered companies provided by TranShare, LLC, an Equa affiliate.