Feature Matrix

This document provides a complete inventory of Equa platform features, their availability by subscription plan, and their current maturity status. Feature data is verified against the equa-web/src/modules/ codebase (24 modules) and equa-server/modules/ (20 service modules). Plan gating is verified against equa-web/src/modules/payments/components/features-and-additional-services.tsx (lines 91-108).

Maturity Definitions

Status	Definition	Criteria
GA	Generally Available	Full CRUD operations, multiple components/pages, production-ready
Beta	Beta	Module exists with functional pages but limited scope or test coverage
MVP	Minimum Viable Product	Module exists but mostly stubs, placeholders, or redirect logic
Planned	Planned	Referenced in navigation or code but not yet implemented

Plan Gating Legend

Symbol	Meaning
All	Included in START, GROWTH, and SCALE
Paid	Included in GROWTH and SCALE only
Add-on	Available as a separate add-on purchase
—	Not applicable to plan gating

Core Equity Management

Feature	Description	Plans	Maturity	Frontend Module	Backend Module
Cap Table Management	Shareholding tracking, filtering, grouping, CSV export, certificate generation	All	GA	`captable` (28 files)	`captable`
Electronic Securities	Digital security issuance with auto-updates to cap table	All	GA	`captable`	`captable`, `persistence`
Share Transfers	Transfer shareholdings between holders with audit trail	Paid	GA	`captable`	`captable`, `billing`
Share Repurchases	Company repurchase of outstanding shares	Paid	GA	`captable`	`captable`
ESOP Management	Equity incentive plans, pools, vesting schedules, option grants, exercising	All	GA	`esop` (37 files)	`persistence`
Option Exercising	Holder-initiated exercise of vested options	All	GA	`esop`	`persistence`
Convertible Instruments	Convertible notes and SAFE tracking, conversion modeling	All	Beta	`convertibles` (16 files)	`persistence`

Source: Plan gating from equa-web/src/modules/payments/components/features-and-additional-services.tsx (lines 91-108). Transfer feature gated by OrganizationFeature.transfers in equa-server/modules/billing/src/responses.ts (lines 51-58).

Documents and Legal

Feature	Description	Plans	Maturity	Frontend Module	Backend Module
Governing Documents	Agreement management by category, legal document storage	All	GA	`agreements` (6 files)	`persistence`
Document Management	File upload/download, folder organization, data room functionality	All	GA	`documents` (7 files)	`data-room`, `file-storage`
Data Rooms	Secure document sharing with investors and stakeholders	All	GA	`documents`	`data-room`
Document Generation	Automated legal document creation from templates	All	GA	—	`doc-gen`
Legends Management	Securities legend text management for compliance	Paid	GA	`organization`	`billing`

Organization and Team

Feature	Description	Plans	Maturity	Frontend Module	Backend Module
Organization Management	Organization creation, settings, securities configuration	All	GA	`organization` (29 files)	`organizations`
Organization Dashboard	Summary view with cap table overview, recent actions, capital metrics	All	Beta	`organization-dashboard` (10 files)	`api`
Member Management	Team member invitations, profiles, role assignment	All	GA	`team-members` (18 files)	`organizations`
Roles and Permissions	Custom role creation, permission assignment, cascading access control	All	Beta	`roles` (14 files)	`auth`
ORM Platform	Core organizational relationship management	All	GA	`organization`	`organizations`

Finance and Billing

Feature	Description	Plans	Maturity	Frontend Module	Backend Module
Finance Dashboard	Bank accounts, transactions, invoices/bills, AR/AP aging	—	GA	`hh-finance` (15 files)	`agent`
Payments and Billing	Subscription management, payment profiles, checkout	—	GA	`payments` (23 files)	`billing`
Subscription Plans	Plan comparison and selection UI	—	MVP	`subscriptions` (12 files)	`billing`
Referral Program	Equa Cash credits, referral tracking, transfer history	—	GA	`referrals` (39 files)	`referral`
Wallet Management	Digital wallet for Equa Cash and credits	—	GA	`profile`	`wallet`

AI and Onboarding

Feature	Description	Plans	Maturity	Frontend Module	Backend Module
Equanaut AI Assistant	AI-powered workspace setup from natural language descriptions. Regular chat also available to guest users (no account required)	All	GA	`equanaut` (41 files)	`agent`
Welcome Flow	First-time user onboarding, profile building, PIN setup	—	Beta	`welcome` (6 files)	`auth`
Landing Page	Public-facing landing with AI-driven sign-up flow	—	Beta	`landing` (4 files)	—

User Management

Feature	Description	Plans	Maturity	Frontend Module	Backend Module
Authentication	Login, registration, password reset, email verification, Google OAuth	—	GA	`auth` (17 files)	`auth`
User Profile	Profile editing, account settings, portfolio, themes	—	GA	`profile` (36 files)	`api`
User Dashboard	Organization selection and routing	—	MVP	`user-dashboard` (2 files)	`api`
Guest Access	Limited-access guest dashboard, portfolio, referrals, Equanaut AI chat (regular chat only, no tool execution)	—	Beta	`guest` (13 files)	`auth`

Reporting and Administration

Feature	Description	Plans	Maturity	Frontend Module	Backend Module
Reports	Holder reports, holdings reports, pool reports, cap table analytics	All	Beta	`reports` (5 files)	`api`
Actions Tracking	Action management, feature request system	All	Beta	`actions` (11 files)	`activity`
Admin Panel	Site statistics, organization invitations, user management	—	MVP	`admin` (6 files)	`admin`
Activity Tracking	Event logging and audit trail	—	GA	—	`activity`
Notifications	Email and in-app notification delivery	—	GA	—	`notifications`

Integrations

Feature	Description	Plans	Maturity	Frontend Module	Backend Module
Google Drive Sync	Bidirectional document synchronization with Google Drive	All	Beta	`google-drive` (13 files)	`google-drive`
Microsoft Integration	Microsoft 365 document integration	—	Planned	—	`microsoft`

Add-On Services

These services are not included in any base plan and are available as separate add-on purchases:

Add-On	Description	Status
409A Valuations	Independent 409A valuation service	Available
409A Materials Refresh	Updated valuation materials for existing 409A	Available
Blockchain & Token Securities	Tokenized security issuance on blockchain	Available
Investor Issuance Portal Page	Dedicated investor-facing portal for security issuance	Available
Legal Entity Formation	Company formation and registration services	Available

Source: Add-on list from equa-web/src/modules/payments/components/features-and-additional-services.tsx (lines 102-107). These features have no for array in the gating table, indicating they are not included in any base plan.

Summary

Category	Total Features	GA	Beta	MVP	Planned
Core Equity	7	5	1	0	0
Documents & Legal	5	5	0	0	0
Organization & Team	5	3	2	0	0
Finance & Billing	5	4	0	1	0
AI & Onboarding	3	1	2	0	0
User Management	4	2	1	1	0
Reporting & Admin	5	2	2	1	0
Integrations	2	0	1	0	1
Total	36	22	9	3	1

Platform maturity: 61% of features are GA, 86% are GA or Beta.

Platform Architecture

Compliance & Security

Feature Specifications

Releases

Developer Onboarding

Business

Reference & Templates

Feature Matrix

Feature Matrix

Maturity Definitions

Plan Gating Legend

Core Equity Management

Documents and Legal

Organization and Team

Finance and Billing

AI and Onboarding

User Management

Reporting and Administration

Integrations

Add-On Services

Summary

​Feature Matrix

​Maturity Definitions

​Plan Gating Legend

​Core Equity Management

​Documents and Legal

​Organization and Team

​Finance and Billing

​AI and Onboarding

​User Management

​Reporting and Administration

​Integrations

​Add-On Services

​Summary

Feature Matrix

Maturity Definitions

Plan Gating Legend

Core Equity Management

Documents and Legal

Organization and Team

Finance and Billing

AI and Onboarding

User Management

Reporting and Administration

Integrations

Add-On Services

Summary