Equa Investment Opportunity

The Leading Digital Platform for Complete & Integrated Corporate Governance

Equa is uniquely positioned as the only one-stop-shop software solution providing an organized platform for all of a company's ownership and governance needs.
Terms:
Pre-Seed
Round
10%
Annual Interest Rate
20%
Discount Rate
Senior Equity
Offering Type 
08/01/2021
Maturity Date
Reg D
Offering

Any questions, please contact: invest@equa.global

1

Problem: Legal Agreements Are Detached From Today's Corporate Organizational Structure

Organizations today encounter several significant legal and administrative challenges over their lifecycle; today there are fragmented answers to their problems but no single source solution.

Multiple Service Providers
No Integration
Higher Costs
Information Inefficiency
2

Solution: Equa's Platform Binds Corporate Structure & Legal Governance

Equa is the only one-stop-shop software solution for integrated corporate governance.
Single Source Solution
Service Provider Integration
Low Costs
Organized Information
3

Equa's Essential Features

Company Formation & Management

Click to View More

On-The-Go Governance

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Transfer of Digital Securities

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Self-Issuance & Investor Workflow

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Mobile Friendly

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Blockchain Signatures

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Equa Today

$22K / Month & Growing 40% Per Month
31 Paid Organizations, 75 Unpaid Organizations
~ 775 Members 
4

Equa's One-Stop-Shop Dominates Incumbents

Equa is building a difficult to replicate market position by offering the only one-stop-shop for all essential features.
Click to view a list of all Equa Products & Services
5

Equa Offers Critical Products & Services Across Large & Diverse Markets 

Unlike incumbent companies who focus on high-growth C-Corps, Equa targets C-Corps, S-Corps, LLCs, SPVs (multi-asset/rolling), and SPACs.
38 Million Organizations in Total Addressable Market (TAM)
*See subscript resources 1-6 at end of webpage
  • Small business make up 99.7% of companies and 45% of GDP in the US; worldwide there are 38 million companies, and the number is increasing every year
  • As the digital future progresses, companies and deals increasingly cross borders. Crowdfunding platforms and cryptocurrencies allow companies to fund deals in seconds from hundreds of countries at once.
Equa Target Market
TAM Continues to Grow

Click to View the Different Markets We Serve:

Legal Tech & Data Room Management

Crowd Funding & Cap Table  Management

Transfer Agents

Exchange (ATS)

Digital Assets & Smart Contracts

* See subscript resources 7-11 at end of webpage
6

Equa Grows Network Effects By Serving Members vs. Organizations

Incumbent's Apps Not Focused On Member Experience

Unlike Incumbents Companies whose mobile apps serve their business only, Equa provides a single-source solution and engages members through:

  1. Increased organizational participation
  2. Helping members build and track their assets
  3. Allowing members to have a digital wallet providing Equa Cash discounts towards future Equa Services
  4. By encouraging members to invite friends and earn even more Equa Cash
Equa Focuses On Member Engagement & Builds In Equa Cash Incentives Throughout the Platform
Built-In Member Focused Engagement Expands the Network Exponentially
7

Equa Has Built a Scalable & Sticky Sales Model 

Equa Cash Incentives Generate a Strong Backbone For Network Effects

Equa's Traction Continues to Grow As Partnerships & Affiliates Drive Referrals

Click to View Details
Organizations = Companies Using Equa
Members = Organization's Team Members Using Equa
To Date, Equa has had a 100% Retention Rate
8
Timeline of Essential Partnerships & Integrations
Equa has already targeted, began discussions, and signed LOI's for key partnerships and integrations over the next year.

Target

About

Stage

Timeline

PARTNERSHIPS:
Accelerator
Current LOI
Q1-2020
Exchange
Current LOI
Q3-2020
Identity Service
Negotiating LOI
Q4-2020
Issuance Platform
Referral Agreement
Q1-2020
INTEGRATIONS:
Crowdfunding Platform
In Discussion
Q2-2021
Blockchain Crowdfunding, Secondary Trading Integration 
Partially Under LOI
Q1-2021
Integration A
 Crowdfunding Platform
In Discussion
Q1-2021
Integration B
Crowdfunding Platform
In Discussion
Q3-2021
Exchange (ATS)
In Discussion
Q4-2020
Exchange (ATS)
In Discussion
Q4-2020
10

Recurring & One-Time Charges to Meet All Organization's Needs

START

$0
to start during free trail period
Free monthly trial to help beginning Founders, Startups & CEO's to START their new organization off the right way!  

Products & Services:

  • ORM Platform
  • Data Rooms
  • Auto Updates to Cap Table
  • Electronic Securities
  • Option Exercising
  • Member Management

GROWTH (Most Popular)

$10
avg per month per shareholder
A full equity management solution allowing our organizations to GROW with incentive plans and built-in digital transfers.

Products & Services: 

  • All of the Same Offers from the START plan, plus:
  • Equity Incentive Plans
  • Employee Stock Option Plans
  • Transfers
  • Repurchases

SCALE

Bespoke Pricing
based on organizational complexity
A bespoke pricing solution for organizations with 200+ members, and/or complex models which are focused on preparing to SCALE. 

Products & Services:

  • All of the Same Offers from our GROWTH plan, plus:
  • White-Glove, Mentoring & Coaching into your IPO
  • Compliance, KYC & Distribution Solutions for Large Distributions
TRANSACTIONAL ADD-ONS
Recurring or 
One-Time Charges
Pricing based on custom estimates and is subject to change

Products or Services: 

  • Actions Page: $29 / mo
  • 409A Valuations: $999
  • 409A Materials Refresh: $499
  • Blockchain & Token Securities: $1000-$3000
  • Investor Issuance Portal Page: $899
  • Legal Entity Formation: $199
11

High Organic Growth & Margin Opportunities

  • MMR $22K
  • 40% Month-Over-Month Growth
  • Gross Margins above 65%
  • Monthly Burn Rate $75K
12

Defined Growth Strategy With Roadmap for Success

13

An Agile & Product Focused Team, Getting a Lot Done

Shawn A. Owen

Founder & CEO
Read Biography

Sten Wie, PhD

VP of Business Development
Read Biography

Stephanie Vaughan

VP of Corporate Development
Read Biography

Kelley J. Cochran

Chief of Staff
Read Biography

Josef Schaible

Chief Compliance Officer
Read Biography

Christopher Johnson

System Architect
Read Biography

Justin Ellis

UX Designer
Read Biography

Izabella Bedo

Graphic Designer
Read Biography

Equa is the integrated software solution meeting companies' needs today. Find Peace of Mind and Equanimity with Equa.

In 2020 with $250,000 We've Built:
 One-Stop-Shop Product for Formation, Governance & Transfer
$22K / Month & Growing 40% Per Month
31 Paid Organizations, 75 Unpaid Organizations
~ 775 Members 
Accomplished Without a Sales Team!
Click Here to See Our Advisors & Specialists
14

Use of Proceeds: 

$500K Convertible Note/Pre-Seed followed by $1.9M seed round.

$2.4M Equity Infusion Provides: 

And Would Be Spent On:

15

Key Investment Considerations

16

Equa's Passionate About Unifying Corporate Structure & Legal Governance

Terms:
Pre-Seed
Round
10%
Annual Interest Rate
20%
Discount Rate
Senior Equity
Offering Type
08/01/2021
Maturity Date
Reg D
Offering

Any questions, please contact: invest@equa.global

17
Footnotes:
(1) https://www.sba.gov/sites/default/files/advocacy/2018-Small-Business-Profiles-US.pdf
(2) https://www.ic.gc.ca/eic/site/061.nsf/eng/h_03090.html#point1-1
(3) https://asic.gov.au/regulatory-resources/find-a-document/statistics/company-registration-statistics/2019-company-registration-statistics/
(4) https://www.gov.uk/government/news/uk-company-statistics-2018-to-2019
(5) https://www.companiesoffice.govt.nz/
(6)https://www.sba.gov/sites/default/files/advocacy/United_States.pdf
(7) https://www.marketsandmarkets.com/Market-Reports/virtual-data-room-market-74439915.html
(8) https://catalyst.com/research_item/legal-tech-market-overview/
(9) https://marketresearch.biz/report/mutual-fund-transfer-agent-market/
(10) TBU
(11) https://www.marketsandmarkets.com/Market-Reports/digital-asset-management-market-96538567.html
https://www.marketresearchfuture.com/reports/smart-contracts-market-4588
(11) https://www.marketresearchfuture.com/reports/smart-contracts-market-4588
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