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Onboarding Walkthrough

This guide walks you through the complete first-time experience in Equa — from creating your account to having a fully configured organization with your first cap table entry.

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The Onboarding Flow

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Step 1: Create Your Account

You can register in three ways:

1. Email and password — Fill in the registration form with your name, email, and a secure password
2. Google sign-in — Click “Sign in with Google” for one-click registration
3. Magic link — Enter your email and receive a sign-in link (no password needed)

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Step 2: Verify Your Email

After registering with email/password:

1. Check your inbox for a verification email
2. Click the verification link (valid for 30 minutes)
3. You’ll be redirected back to Equa

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Step 3: Complete Your Profile

The profile setup collects:

• Full name (required)
• Phone number (optional)
• Date of birth (optional)
• Profile photo (optional)
• Website (optional)

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Step 4: Set Your Signing PIN

Set a 4-digit PIN used for signing documents and confirming sensitive actions within the platform.

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Step 5: Create Your Organization

Fill in your company details:

1. Company name (required)
2. Company type — LLC, Corporation, Partnership, etc.
3. Equity structure — Choose your equity configuration
4. Business address (optional)
5. EIN / Tax ID (optional)

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Step 6: Add Security Types

Before issuing shares, define your security types:

1. Navigate to Cap Table > Security Types
2. Add your share classes (e.g., Common, Preferred Series A)
3. Configure pricing, voting rights, and other attributes

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Step 7: Invite Team Members

1. Go to Team > Members
2. Click Invite Member
3. Enter their email address
4. Assign a role (with appropriate permissions)
5. They’ll receive an invitation email

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Step 8: Issue Your First Shares

1. Navigate to Cap Table > Shareholdings
2. Click Issue Shares
3. Select the member, security type, and share count
4. Confirm the issuance
5. A share certificate is automatically generated

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AI-Powered Onboarding (Equanaut)

Equa also offers an AI-powered onboarding path through Equanaut:

1. Upload your existing company documents (articles of incorporation, cap table spreadsheets, etc.)
2. Equanaut analyzes the documents and extracts company information
3. Review the extracted data and answer clarifying questions
4. Equanaut builds your organization structure automatically

This path is ideal if you have existing equity documentation to import.

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Onboarding Checklist

After completing setup, a checklist widget tracks your progress:

• Verify email
• Complete profile
• Set signing PIN
• Create organization
• Add security types
• Invite at least one team member
• Issue first shares
• Upload a document
• Explore the dashboard

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What’s Next?

Once onboarding is complete:

• Manage your cap table in detail
• Set up ESOP for employee equity
• Create agreements for your equity structure
• Configure data rooms for document sharing

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Design References

Design-system source for this guide: Onboarding screenshot gallery and EquaStepper, EquaProgress, EquaButton, EquaCard.

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Related

• Getting Started
• Organization Setup
• Using Equanaut AI