> ## 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. # Product Overview > What Equa is, who it serves, how the platform is built, and what makes it different # Product Overview ## 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](https://app.equa.cc). **Source:** Product description from [`equa-docs/index.md`](/), landing page at [`equa-web/src/modules/landing/pages/landing-page.tsx`](https://github.com/nickolasowens/equa-web) (lines 231-234). ## Target Markets Equa serves four primary customer segments, each with a distinct onboarding path powered by Equanaut: | Segment | Description | Example Prompt | | -------------------- | -------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Tech Startups** | Early-stage companies with co-founders needing equity split tracking, vesting schedules, and fundraising preparation | "I'm starting a tech startup with 3 co-founders. We need to track our equity split (40/30/30), set up a vesting schedule, and prepare for our seed round." | | **Investment Funds** | Venture funds with limited partners tracking capital calls, distributions, and portfolio company investments | "I'm launching a venture fund with 5 limited partners. We need to track capital calls, distributions, and portfolio company investments." | | **SPVs** | Special purpose vehicles pooling investment from multiple investors for single deals | "I'm setting up an SPV to pool investment from 10 investors for a single deal. Need to track contributions and future returns." | | **ESOP Companies** | Organizations managing employee stock option plans with grant tracking, vesting, and exercise workflows | "I need to manage our company's employee stock option plan. We have 50 employees and want to track grants, vesting, and exercises." | 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). ## Platform Architecture Equa is built as a multi-repository platform with clear separation of concerns: ```mermaid theme={null} graph TD subgraph userFacing ["User-Facing Layer"] Web["equa-web
React Frontend"] PatternLib["equa-patternlib-nextjs
Design System / Storybook"] end subgraph backend ["Backend Services"] API["equa-server
Express API + TypeORM"] DB["PostgreSQL
Database"] end subgraph ai ["AI Infrastructure"] Gateway["equabot-gateway
AI Agent Gateway"] CC["command-center-so
Operations Dashboard"] end Web --> API Web --> Gateway PatternLib -.->|"component library"| Web API --> DB Gateway --> API CC --> Gateway ``` | Repository | Purpose | Tech Stack | | ------------------------ | ----------------------------------------- | --------------------------------------------- | | `equa-web` | Frontend application (24 feature modules) | React, TypeScript, Webpack, Styled Components | | `equa-server` | Backend API (20 service modules) | Express, TypeORM, PostgreSQL, Node.js | | `equabot-gateway` | AI agent infrastructure and Equanaut | TypeScript, WebSocket, multi-channel | | `equa-patternlib-nextjs` | Design system and component library | Next.js, Storybook, React | | `command-center-so` | Internal operations dashboard | Next.js, TypeScript | ### Frontend Modules (24) The `equa-web` application is organized into self-contained feature modules under `src/modules/`: | Category | Modules | | ----------------------- | ----------------------------------------------------------------- | | **Auth & Onboarding** | `auth`, `landing`, `welcome`, `equanaut` | | **Organization** | `organization`, `organization-dashboard`, `team-members`, `roles` | | **Equity Management** | `captable`, `esop`, `convertibles` | | **Documents** | `documents`, `agreements` | | **Finance & Billing** | `hh-finance`, `payments`, `subscriptions`, `referrals` | | **User** | `profile`, `guest`, `user-dashboard` | | **Reporting & Actions** | `reports`, `actions` | | **Integrations** | `google-drive` | | **Administration** | `admin` | ### Backend Modules (20) The `equa-server` is organized into service modules under `modules/`: | Category | Modules | | ----------------------- | -------------------------------------------- | | **Core Services** | `api`, `api-helper`, `common`, `persistence` | | **Auth & Identity** | `auth`, `organizations`, `admin` | | **Equity** | `captable`, `doc-gen` | | **Finance** | `billing`, `wallet`, `referral` | | **Documents & Storage** | `data-room`, `file-storage` | | **AI** | `agent`, `raven` | | **Integrations** | `google-drive`, `microsoft` | | **Tracking** | `activity`, `notifications` | ## Key Differentiators ### 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/`. ### 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`. ### 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). ### 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/`. ### 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). ## Environments | Environment | URL | Purpose | | ----------------- | -------------------------------------------------- | ---------------------- | | **Production** | [app.equa.cc](https://app.equa.cc) | Live application | | **Staging** | [staging.app.equa.cc](https://staging.app.equa.cc) | Pre-production testing | | **API** | Same-origin `/api/v1` on `app.equa.cc` | Backend REST API | | **Documentation** | [docs.equa.cc](https://docs.equa.cc) | Platform documentation | ## Contact * **Support:** [support@equa.cc](mailto:support@equa.cc) * **Expert Consultation:** [Schedule a meeting](https://drift.me/sten1/meeting) * **Privacy Policy:** [equa.cc/privacy-policy](https://equa.cc/privacy-policy) * **Terms of Use:** [equa.cc/terms-of-use](https://equa.cc/terms-of-use)