Your Single
Cap Table
Management Source

Manage all of your organization's needs on one platform. 
Digitally, securely, and efficiently!

A Path for Everyone

For Startups

We know how exciting it is to take an amazing and unique idea, launch it into action, and watch it grow from an idea into a thriving business. It is incredibly rewarding! 

Having someone, like Equa, who knows startups need to focus on growth potential and top-end revenue provides value and a smooth experience from the beginning, saving you hassles and headaches later on. 

For Private Companies

Have you made it over that startup threshold? Do you have a cap table that a simple spreadsheet isn't enough to manage? Do you offer incentive plans to your employees? 

Equa's streamlined platform has amazing tools to help you manage your cap table, your ESOPs, your data room, and more all in one central source. We'll help you focus on your stable long-term value and profitability. 

For Public Companies

Congratulations on your successful IPO and becoming a public company. That's an amazing milestone, and we know how much hard work and dedication it takes to get here!

Are you looking for an SEC registered Transfer Agency to help you with your share certificates, compliance, and more? That's where Equa Transfer can help! We're here to help with all of your Public Company needs.  

Product & Features

FinanciNG & COMPLIANCE
ORGANIZATION
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.

Incentive Plans & 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 Stop using outdated and error-prone ESOP systems.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.

Incorporate Your Business
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.

Law Firm Access
Grant access to your legal firm directly into your legends and legal documents to save time and unnecessary emails.

 

Cap Table Management

Long gone are the days of using spreadsheets to manage your cap table.

With Equa, the process is streamlined to save you precious time and money!

Automatic Updates to Cap Table
Incentive Plans
Organize Multiple Issuances
Eliminates Outdated Version Control Issues

Incentive Plans

Reward yourself for offering incentive plans to your team with our effortless Incentive Plan feature. 

Manage your ESOP with Time-Saving Ease
Visual Graphs to Easily Show Vesting Schedule
Add Multiple Option Pools
Easily Add and Edit Option Holders

Issuance Features

Feel empowered with the simplified tools to help your issuance deliver a premier experience to your investors and team. 

Investor Dashboard
Invitation tools
Customized Integrated Web Page
Document Signing
Issuer Drafting Admin Tools
Automatic Updates to Cap Table
Gap Analysis
Organize Multiple Issuances

Compliance Features

Bring peace of mind to your organization and your investors with built in compliance tools for your issuance. 

KYC/AML Accreditation Qualification
409A Valuations
Enforced Investor Limits
Tax Reporting
Available Support for Registered Offerings
Dedicated Customer Support
FATCA Information
Rule 144 Enforcement

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This site is operated by Equa, Inc. (“Equa”), which is not a registered broker-dealer. Equa does not give investment advice, endorsement, analysis or recommendations with respect to any digital securities. All securities and digital securities managed by Equa platform are offered by, and all information related thereto is the responsibility of, the applicable issuer of such security or digital securities. Neither Equa, Equa Start, Equa Transfer nor any of its officers, directors, agents and employees makes any recommendation or endorsement whatsoever regarding any securities or digital securities on the Equa platform or app. Nothing on this website should be construed as an offer, distribution or solicitation of any securities or any digital securities. Equa does not provide custodial services in connection with any securities or digital securities.