How To Create Equities

Learn how to create equities/securities that will allow you to create share certificates on your cap table.

Prior to getting started, you will need the following:

Step 1: Getting started
  • Hover over “Capitalization” in the main navigation bar and then click “Equities” in the drop-down menu
  • Click the “Add New Equity” button
Step 2: Equity details form
  • Fill in the required fields starting with the equity type, class, total number of authorized units, and seniority level
  • You can add as much details as you’d like by completing the entire form including attaching documents and notes
  • Click the “Create” button

Still need help?

Email one of our Equanaut support agents at support@equa.com, and we can assist you further there.
Thank you.

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