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Product Overview

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What Equa Is

Equa is a modern equity management platform for companies to manage their cap tables, ESOPs, agreements, documents, and financial operations — with an AI-powered assistant (Equanaut) built in. The platform enables organizations to issue and track electronic securities, manage equity incentive plans, generate legal documents, maintain data rooms, and handle billing — all from a single web application at app.equa.cc.
Source: Product description from equa-docs/index.md, landing page at equa-web/src/modules/landing/pages/landing-page.tsx (lines 231-234).

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Target Markets

Equa serves four primary customer segments, each with a distinct onboarding path powered by Equanaut: A fifth segment — growth-stage and pre-IPO companies — is served by the SCALE plan, which provides the full equity management system for organizations in later stages preparing for their next growth phase or IPO.
Source: Example prompts from equa-web/src/modules/landing/pages/landing-page.tsx (lines 77-82). SCALE segment from equa-web/src/modules/payments/payments-plan.tsx (line 25).

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Platform Architecture

Equa is built as a multi-repository platform with clear separation of concerns:

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Frontend Modules (24)

The equa-web application is organized into self-contained feature modules under src/modules/:

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Backend Modules (20)

The equa-server is organized into service modules under modules/:

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Key Differentiators

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1. AI-Powered Onboarding (Equanaut)

Users describe their organization in natural language, and Equanaut configures the entire workspace automatically — cap table structure, stakeholders, documents, and settings. No manual configuration required. The landing page hero reads: “Tell Equanaut what you want to organize. Describe your company, fund, or project and our AI assistant will set everything up for you.” Users can also attach files (cap tables, org charts, contracts, logos) during onboarding. Supported formats include images, PDFs, Word docs, Excel files, CSV, text, and Markdown, up to 10 MB per file and 5 files total.
Source: equa-web/src/modules/landing/pages/landing-page.tsx (lines 72-74, 231-234). Equanaut module at equa-web/src/modules/equanaut/.

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2. Electronic Securities with Digital Transferability

Equa issues electronic securities with built-in transfer and repurchase capabilities, eliminating paper certificates and manual transfer agents. The captable module handles shareholding management, certificate generation, and transfers.
Source: equa-web/src/modules/captable/ (transfer features gated by subscription). Feature gating: equa-server/modules/billing/src/responses.ts — OrganizationFeature.transfers.

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3. Per-Holder Pricing Model

Unlike competitors that charge per-company flat fees, Equa uses a per-holder pricing model that scales with the organization’s actual usage. The GROWTH plan costs $7.00 average monthly per holder billed annually, making it accessible for small organizations and proportional for larger ones.
Source: equa-web/src/modules/payments/payments-plan.tsx (lines 13-19). Billing component: equa-server/modules/billing/src/writing.ts (member component auto-update, lines 266-294).

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4. Integrated Data Rooms and Document Generation

The platform includes built-in data rooms for secure document sharing with investors and stakeholders, plus automated document generation for legal agreements. This eliminates the need for separate data room providers.
Source: equa-web/src/modules/documents/ (data room and document management). equa-server/modules/data-room/ and equa-server/modules/doc-gen/.

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5. Finance Dashboard with AI Agent

The Hills & Hollows Finance module (hh-finance) provides a financial metrics dashboard with bank account integration, transaction tracking (invoices and bills), AR/AP aging, and scheduled job status — augmented by an AI finance agent.
Source: equa-web/src/modules/hh-finance/ (finance dashboard). equa-server/modules/agent/ (AI agent endpoints).

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Environments

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Contact