User Guides

Practical, step-by-step guides for Equa platform features. Written for startup founders, CFOs, legal counsel, and team administrators who manage equity, agreements, and compliance.

Guides (21)

Guide	Module(s)	Audience	Status
Getting Started	`auth`, `welcome`	All users	DRAFT
Organization Setup	`organization`	Founders, admins	DRAFT
Managing Your Cap Table	`captable`	Founders, CFOs	DRAFT
Issuing Equity	`captable`, `esop`	Founders, CFOs	DRAFT
ESOP Administration	`esop`	HR, founders	DRAFT
Creating Agreements	`agreements`	Legal, founders	DRAFT
Convertible Instruments	`convertibles`	Founders, legal	DRAFT
Document Management	`documents`	All users	DRAFT
Data Rooms	`documents`	Legal, founders	DRAFT
Finance & Transactions	`hh-finance`	CFOs, finance	DRAFT
Payments & Billing	`payments`, `subscriptions`	Finance, admins	DRAFT
Managing Team Members	`team-members`	Admins, HR	DRAFT
Roles & Permissions	`roles`	Admins	DRAFT
Profile & Settings	`profile`, `user-dashboard`	All users	DRAFT
Reports & Analytics	`reports`	Founders, CFOs	DRAFT
Referral Program	`referrals`	All users	DRAFT
Google Drive Sync	`google-drive`	All users	DRAFT
Microsoft Integration	—	All users	DRAFT
Using Equanaut AI	`equanaut`	All users	DRAFT
Admin Guide	`admin`	Platform admins	DRAFT
FAQ	—	All users	DRAFT

How to Write a Guide

Copy templates/user-guide.md into guides/.
Write for a non-technical audience.
Include step-by-step instructions with UI references.
Update this index and README.md when the status changes.