> ## Documentation Index
> Fetch the complete documentation index at: https://docs.equa.cc/llms.txt
> Use this file to discover all available pages before exploring further.
# Feature Matrix
> Complete feature inventory with plan availability, maturity status, and add-on services
# 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.