As experienced founders, investors, and startup executives, we are passionate believers in providing transparency to all stakeholders; whether they are employees, investors, or advisors, they have profound affect on the success of a business. As such, we believe they deserve insight into what the company is doing and access to what their company ownership looks like.
This is one reason why having a digitized, updated, and shareable cap table is crucial.
Team members can be individuals who are on your cap table, or those that you want to help you manage and drive transparency.
In order to migrate your cap table into Equa, you will need to add each cap table member individually. If you have more than 5 shareholders and are interested in having Equa’s Customer Success Team onboard your cap table, please email [email protected].
After you have added the cap table members, the “Cap Table” view accessible via the main nav will be a representation of your current cap table.
Build a robust data room to centralize your cap table related documents.