# Equa ## Docs - [Authentication](https://docs.equa.cc/api/authentication.md): Session-based authentication, login methods, and cookie handling for the Equa API - [Activity Endpoints](https://docs.equa.cc/api/endpoints/activity-endpoints.md): Action logging and event tracking for organizations - [Admin Endpoints](https://docs.equa.cc/api/endpoints/admin-endpoints.md): Site administration endpoints for user management, statistics, and data export - [Agent Endpoints](https://docs.equa.cc/api/endpoints/agent-endpoints.md): Equanaut AI assistant chat, tool access, confirmation workflows, and onboarding - [Auth Endpoints](https://docs.equa.cc/api/endpoints/auth-endpoints.md): User authentication, registration, email verification, 2FA, and account management - [Billing Endpoints](https://docs.equa.cc/api/endpoints/billing-endpoints.md): Subscription management, payment profiles, and billing operations via Chargify - [Cap Table Endpoints](https://docs.equa.cc/api/endpoints/captable-endpoints.md): Shareholdings, securities, option plans, holdings, valuations, vesting schedules, and cap table exports - [Color Endpoints](https://docs.equa.cc/api/endpoints/color-endpoints.md): User color preference management for UI theming - [Data Room Endpoints](https://docs.equa.cc/api/endpoints/data-room-endpoints.md): Document storage, folder management, and file operations for organization data rooms - [Document Endpoints](https://docs.equa.cc/api/endpoints/document-endpoints.md): File upload, directory management, and document generation - [File Storage Endpoints](https://docs.equa.cc/api/endpoints/file-storage-endpoints.md): S3-based file upload, download, and management - [Google Drive Endpoints](https://docs.equa.cc/api/endpoints/google-drive-endpoints.md): Google Drive integration for connecting, syncing, and managing folder sync configurations - [Mattermost Endpoints](https://docs.equa.cc/api/endpoints/mattermost-endpoints.md): API endpoints for Mattermost messaging integration - [Microsoft Endpoints](https://docs.equa.cc/api/endpoints/microsoft-endpoints.md): Microsoft 365 integration for document storage and management via OneDrive/SharePoint - [Notification Endpoints](https://docs.equa.cc/api/endpoints/notification-endpoints.md): Internal email delivery system and notification templates - [Organization Endpoints](https://docs.equa.cc/api/endpoints/organization-endpoints.md): Organization CRUD, member management, roles, addresses, emails, and file uploads - [Profile Endpoints](https://docs.equa.cc/api/endpoints/profile-endpoints.md): Profile management, address lookup, and miscellaneous inline endpoints - [Referral Endpoints](https://docs.equa.cc/api/endpoints/referral-endpoints.md): Referral links, rewards, EquaCash, and invitation management - [User Endpoints](https://docs.equa.cc/api/endpoints/user-endpoints.md): User state management and preferences - [Wallet Endpoints](https://docs.equa.cc/api/endpoints/wallet-endpoints.md): Blockchain wallet address management for entities - [Error Codes](https://docs.equa.cc/api/error-codes.md): Common HTTP error codes returned by the Equa API and how to handle them - [API Reference](https://docs.equa.cc/api/index.md): Complete API endpoint documentation for the Equa platform - [Rate Limiting](https://docs.equa.cc/api/rate-limiting.md): Rate limiting policies and registration safeguards in the Equa API - [SDK Guide](https://docs.equa.cc/api/sdk-guide.md): Getting started with the Equa API using JavaScript fetch calls - [Webhooks](https://docs.equa.cc/api/webhooks.md): Inbound billing webhooks and proposed outbound event notifications - [Authentication and Permissions](https://docs.equa.cc/architecture/auth-and-permissions.md): Session-based auth, Google OAuth, magic links, and cascading RBAC model - [Backend Architecture](https://docs.equa.cc/architecture/backend-architecture.md): Express/TypeORM backend with 20 modules and vineyard-lawn endpoints - [Data Model](https://docs.equa.cc/architecture/data-model.md): Complete inventory of all 92 TypeORM entities with field types and relationships - [Database Schema](https://docs.equa.cc/architecture/database-schema.md): PostgreSQL schema documentation — 92 TypeORM entities across all domains - [Deployment Infrastructure](https://docs.equa.cc/architecture/deployment-infrastructure.md): Deployment history, current infrastructure, Docker configs, DNS, SSL, local development setup, and future deployment targets - [Design System Reference](https://docs.equa.cc/architecture/design-system.md): Pattern library components, design tokens, themes, Figma files, screenshots, and Storybook usage - [EquaAccordion](https://docs.equa.cc/architecture/design-system/components/equa-accordion.md): Design system reference for EquaAccordion, including Storybook, Figma, screenshots, and usage guidance - [EquaAlert](https://docs.equa.cc/architecture/design-system/components/equa-alert.md): Design system reference for EquaAlert, including Storybook, Figma, screenshots, and usage guidance - [EquaAvatar](https://docs.equa.cc/architecture/design-system/components/equa-avatar.md): Design system reference for EquaAvatar, including Storybook, Figma, screenshots, and usage guidance - [EquaBadge](https://docs.equa.cc/architecture/design-system/components/equa-badge.md): Design system reference for EquaBadge, including Storybook, Figma, screenshots, and usage guidance - [EquaBreadcrumb](https://docs.equa.cc/architecture/design-system/components/equa-breadcrumb.md): Design system reference for EquaBreadcrumb, including Storybook, Figma, screenshots, and usage guidance - [EquaButton](https://docs.equa.cc/architecture/design-system/components/equa-button.md): Design system reference for EquaButton, including Storybook, Figma, screenshots, and usage guidance - [EquaCard](https://docs.equa.cc/architecture/design-system/components/equa-card.md): Design system reference for EquaCard, including Storybook, Figma, screenshots, and usage guidance - [EquaChatBubble](https://docs.equa.cc/architecture/design-system/components/equa-chat-bubble.md): Design system reference for EquaChatBubble, including Storybook, Figma, screenshots, and usage guidance - [EquaChatCompose](https://docs.equa.cc/architecture/design-system/components/equa-chat-compose.md): Design system reference for EquaChatCompose, including Storybook, Figma, screenshots, and usage guidance - [EquaCheckbox](https://docs.equa.cc/architecture/design-system/components/equa-checkbox.md): Design system reference for EquaCheckbox, including Storybook, Figma, screenshots, and usage guidance - [EquaChip](https://docs.equa.cc/architecture/design-system/components/equa-chip.md): Design system reference for EquaChip, including Storybook, Figma, screenshots, and usage guidance - [EquaCodeBlock](https://docs.equa.cc/architecture/design-system/components/equa-code-block.md): Design system reference for EquaCodeBlock, including Storybook, Figma, screenshots, and usage guidance - [EquaCollapsible](https://docs.equa.cc/architecture/design-system/components/equa-collapsible.md): Design system reference for EquaCollapsible, including Storybook, Figma, screenshots, and usage guidance - [EquaCommandCenter](https://docs.equa.cc/architecture/design-system/components/equa-command-center.md): Design system reference for EquaCommandCenter, including Storybook, Figma, screenshots, and usage guidance - [EquaConfigSearch](https://docs.equa.cc/architecture/design-system/components/equa-config-search.md): Design system reference for EquaConfigSearch, including Storybook, Figma, screenshots, and usage guidance - [EquaConfigSection](https://docs.equa.cc/architecture/design-system/components/equa-config-section.md): Design system reference for EquaConfigSection, including Storybook, Figma, screenshots, and usage guidance - [EquaDatePicker](https://docs.equa.cc/architecture/design-system/components/equa-date-picker.md): Design system reference for EquaDatePicker, including Storybook, Figma, screenshots, and usage guidance - [EquaDropdown](https://docs.equa.cc/architecture/design-system/components/equa-dropdown.md): Design system reference for EquaDropdown, including Storybook, Figma, screenshots, and usage guidance - [EquaEquabotzSettings](https://docs.equa.cc/architecture/design-system/components/equa-equabotz-settings.md): Design system reference for EquaEquabotzSettings, including Storybook, Figma, screenshots, and usage guidance - [EquaExecApproval](https://docs.equa.cc/architecture/design-system/components/equa-exec-approval.md): Design system reference for EquaExecApproval, including Storybook, Figma, screenshots, and usage guidance - [EquaFileUpload](https://docs.equa.cc/architecture/design-system/components/equa-file-upload.md): Design system reference for EquaFileUpload, including Storybook, Figma, screenshots, and usage guidance - [EquaFormLayout](https://docs.equa.cc/architecture/design-system/components/equa-form-layout.md): Design system reference for EquaFormLayout, including Storybook, Figma, screenshots, and usage guidance - [EquaInput](https://docs.equa.cc/architecture/design-system/components/equa-input.md): Design system reference for EquaInput, including Storybook, Figma, screenshots, and usage guidance - [EquaKeyValueRow](https://docs.equa.cc/architecture/design-system/components/equa-key-value-row.md): Design system reference for EquaKeyValueRow, including Storybook, Figma, screenshots, and usage guidance - [EquaLogEntry](https://docs.equa.cc/architecture/design-system/components/equa-log-entry.md): Design system reference for EquaLogEntry, including Storybook, Figma, screenshots, and usage guidance - [EquaMenu](https://docs.equa.cc/architecture/design-system/components/equa-menu.md): Design system reference for EquaMenu, including Storybook, Figma, screenshots, and usage guidance - [EquaModal](https://docs.equa.cc/architecture/design-system/components/equa-modal.md): Design system reference for EquaModal, including Storybook, Figma, screenshots, and usage guidance - [EquaPagination](https://docs.equa.cc/architecture/design-system/components/equa-pagination.md): Design system reference for EquaPagination, including Storybook, Figma, screenshots, and usage guidance - [EquaPluginsDashboard](https://docs.equa.cc/architecture/design-system/components/equa-plugins-dashboard.md): Design system reference for EquaPluginsDashboard, including Storybook, Figma, screenshots, and usage guidance - [EquaProfileDetails](https://docs.equa.cc/architecture/design-system/components/equa-profile-details.md): Design system reference for EquaProfileDetails, including Storybook, Figma, screenshots, and usage guidance - [EquaProgress](https://docs.equa.cc/architecture/design-system/components/equa-progress.md): Design system reference for EquaProgress, including Storybook, Figma, screenshots, and usage guidance - [EquaProgressBar](https://docs.equa.cc/architecture/design-system/components/equa-progress-bar.md): Design system reference for EquaProgressBar, including Storybook, Figma, screenshots, and usage guidance - [EquaRadio](https://docs.equa.cc/architecture/design-system/components/equa-radio.md): Design system reference for EquaRadio, including Storybook, Figma, screenshots, and usage guidance - [EquaRating](https://docs.equa.cc/architecture/design-system/components/equa-rating.md): Design system reference for EquaRating, including Storybook, Figma, screenshots, and usage guidance - [EquaRolesPermissions](https://docs.equa.cc/architecture/design-system/components/equa-roles-permissions.md): Design system reference for EquaRolesPermissions, including Storybook, Figma, screenshots, and usage guidance - [EquaSidebar](https://docs.equa.cc/architecture/design-system/components/equa-sidebar.md): Design system reference for EquaSidebar, including Storybook, Figma, screenshots, and usage guidance - [EquaSkeleton](https://docs.equa.cc/architecture/design-system/components/equa-skeleton.md): Design system reference for EquaSkeleton, including Storybook, Figma, screenshots, and usage guidance - [EquaSlider](https://docs.equa.cc/architecture/design-system/components/equa-slider.md): Design system reference for EquaSlider, including Storybook, Figma, screenshots, and usage guidance - [EquaSpinner](https://docs.equa.cc/architecture/design-system/components/equa-spinner.md): Design system reference for EquaSpinner, including Storybook, Figma, screenshots, and usage guidance - [EquaStepper](https://docs.equa.cc/architecture/design-system/components/equa-stepper.md): Design system reference for EquaStepper, including Storybook, Figma, screenshots, and usage guidance - [EquaSwitch](https://docs.equa.cc/architecture/design-system/components/equa-switch.md): Design system reference for EquaSwitch, including Storybook, Figma, screenshots, and usage guidance - [EquaTable](https://docs.equa.cc/architecture/design-system/components/equa-table.md): Design system reference for EquaTable, including Storybook, Figma, screenshots, and usage guidance - [EquaTabs](https://docs.equa.cc/architecture/design-system/components/equa-tabs.md): Design system reference for EquaTabs, including Storybook, Figma, screenshots, and usage guidance - [EquaToast](https://docs.equa.cc/architecture/design-system/components/equa-toast.md): Design system reference for EquaToast, including Storybook, Figma, screenshots, and usage guidance - [EquaToggle](https://docs.equa.cc/architecture/design-system/components/equa-toggle.md): Design system reference for EquaToggle, including Storybook, Figma, screenshots, and usage guidance - [EquaToolCard](https://docs.equa.cc/architecture/design-system/components/equa-tool-card.md): Design system reference for EquaToolCard, including Storybook, Figma, screenshots, and usage guidance - [EquaTooltip](https://docs.equa.cc/architecture/design-system/components/equa-tooltip.md): Design system reference for EquaTooltip, including Storybook, Figma, screenshots, and usage guidance - [Gateway Chat Split Container](https://docs.equa.cc/architecture/design-system/components/gateway-chat-split-container.md): Gateway-only design pattern reference for .chat-split-container - [Gateway Compaction Indicator](https://docs.equa.cc/architecture/design-system/components/gateway-compaction-indicator.md): Gateway-only design pattern reference for .compaction-indicator - [Gateway Config Diff](https://docs.equa.cc/architecture/design-system/components/gateway-config-diff.md): Gateway-only design pattern reference for .config-diff - [Gateway QR Code Display](https://docs.equa.cc/architecture/design-system/components/gateway-qr-code-display.md): Gateway-only design pattern reference for .qr-wrap - [Figma Design Files](https://docs.equa.cc/architecture/design-system/figma.md): Canonical Figma file, frame, and export index for the Equa design system - [Design System Foundations](https://docs.equa.cc/architecture/design-system/foundations.md): Token, theme, typography, spacing, radius, shadow, and export conventions for the Equa design system - [Design System Screenshot Galleries](https://docs.equa.cc/architecture/design-system/screenshots.md): Product-area screenshot gallery index for Equa design references - [Admin Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/admin.md): Screenshot and design-reference gallery for Admin - [Agreements Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/agreements.md): Screenshot and design-reference gallery for Agreements - [Cap Table Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/cap-table.md): Screenshot and design-reference gallery for Cap Table - [Dashboard Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/dashboard.md): Screenshot and design-reference gallery for Dashboard - [Data Rooms Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/data-rooms.md): Screenshot and design-reference gallery for Data Rooms - [Document Management Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/documents.md): Screenshot and design-reference gallery for Document Management - [ESOP Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/esop.md): Screenshot and design-reference gallery for ESOP - [Finance Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/finance.md): Screenshot and design-reference gallery for Finance - [Google Drive Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/google-drive.md): Screenshot and design-reference gallery for Google Drive - [Issuing Equity Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/issuing-equity.md): Screenshot and design-reference gallery for Issuing Equity - [Messaging Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/messaging.md): Screenshot and design-reference gallery for Messaging - [Microsoft Integration Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/microsoft.md): Screenshot and design-reference gallery for Microsoft Integration - [Notifications Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/notifications.md): Screenshot and design-reference gallery for Notifications - [Onboarding Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/onboarding.md): Screenshot and design-reference gallery for Onboarding - [Payments Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/payments.md): Screenshot and design-reference gallery for Payments - [Profile and Settings Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/profile.md): Screenshot and design-reference gallery for Profile and Settings - [Referrals Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/referrals.md): Screenshot and design-reference gallery for Referrals - [Reports Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/reports.md): Screenshot and design-reference gallery for Reports - [Roles and Permissions Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/roles.md): Screenshot and design-reference gallery for Roles and Permissions - [Team Members Design Screens](https://docs.equa.cc/architecture/design-system/screenshots/team-members.md): Screenshot and design-reference gallery for Team Members - [Entity Relationship Diagrams](https://docs.equa.cc/architecture/entity-relationship-diagrams.md): Visual ER diagrams for core domain objects in the Equa platform - [Environments and Configuration](https://docs.equa.cc/architecture/environments-and-config.md): Environment variables, configuration, and deployment targets - [Event and Activity Model](https://docs.equa.cc/architecture/event-and-activity-model.md): Event logging, activity tracking, and audit trail architecture - [File Storage Architecture](https://docs.equa.cc/architecture/file-storage-architecture.md): AWS S3 file storage, data rooms, and directory structure - [Frontend Architecture](https://docs.equa.cc/architecture/frontend-architecture.md): React/Redux frontend modules, routing, state management, and component library - [Architecture](https://docs.equa.cc/architecture/index.md): System architecture and design documentation for the Equa platform - [Mattermost Operations Runbook](https://docs.equa.cc/architecture/mattermost-runbook.md): Infrastructure, credentials, DNS, and operational procedures for the Mattermost deployment - [Notification System](https://docs.equa.cc/architecture/notification-system.md): Email notifications via AWS SES and SMTP with Handlebars templates - [Phase 1 Audit Runbook](https://docs.equa.cc/architecture/phase1-audit-runbook.md): Step-by-step checklist to complete unconfirmed sections in deployment-infrastructure.md using Google Drive, Confluence, and GCP/AWS console access - [Repository Map](https://docs.equa.cc/architecture/repo-map.md): Which repo owns what, branch conventions, and deployment pipelines - [System Overview](https://docs.equa.cc/architecture/system-overview.md): Component architecture, service topology, integration points, and build path for the integrated Equa platform - [Testing Architecture](https://docs.equa.cc/architecture/testing.md): Test frameworks, E2E strategy, coverage targets, and CI pipeline - [Third-Party Integrations](https://docs.equa.cc/architecture/third-party-integrations.md): External services integrated with the Equa platform - [Auth monitoring](https://docs.equa.cc/automation/auth-monitoring.md) - [Cron jobs](https://docs.equa.cc/automation/cron-jobs.md) - [Cron vs heartbeat](https://docs.equa.cc/automation/cron-vs-heartbeat.md) - [Gmail pubsub](https://docs.equa.cc/automation/gmail-pubsub.md) - [Poll](https://docs.equa.cc/automation/poll.md) - [Webhook](https://docs.equa.cc/automation/webhook.md) - [Bedrock](https://docs.equa.cc/bedrock.md) - [Broadcast groups](https://docs.equa.cc/broadcast-groups.md) - [Competitive Landscape](https://docs.equa.cc/business/competitive-landscape.md): Equa vs Carta, Pulley, and AngelList Stack -- pricing, features, positioning, and market opportunity - [Feature Matrix](https://docs.equa.cc/business/feature-matrix.md): Complete feature inventory with plan availability, maturity status, and add-on services - [Growth Metrics Framework](https://docs.equa.cc/business/growth-metrics-framework.md): KPI definitions, measurement formulas, data sources, and dashboard design for tracking Equa platform growth - [Business Documentation](https://docs.equa.cc/business/index.md): Pricing, licensing, sales, and business process documentation for Equa - [Pricing Model](https://docs.equa.cc/business/pricing-model.md): Three-tier subscription structure, per-holder billing mechanics, credits, promo codes, and feature gating - [Product Overview](https://docs.equa.cc/business/product-overview.md): What Equa is, who it serves, how the platform is built, and what makes it different - [Discord](https://docs.equa.cc/channels/discord.md) - [Googlechat](https://docs.equa.cc/channels/googlechat.md) - [Grammy](https://docs.equa.cc/channels/grammy.md) - [Imessage](https://docs.equa.cc/channels/imessage.md) - [Channels](https://docs.equa.cc/channels/index.md) - [Location](https://docs.equa.cc/channels/location.md) - [Matrix](https://docs.equa.cc/channels/matrix.md) - [Mattermost](https://docs.equa.cc/channels/mattermost.md) - [Msteams](https://docs.equa.cc/channels/msteams.md) - [Signal](https://docs.equa.cc/channels/signal.md) - [Slack](https://docs.equa.cc/channels/slack.md) - [Telegram](https://docs.equa.cc/channels/telegram.md) - [Troubleshooting](https://docs.equa.cc/channels/troubleshooting.md) - [Whatsapp](https://docs.equa.cc/channels/whatsapp.md) - [Zalo](https://docs.equa.cc/channels/zalo.md) - [Zalouser](https://docs.equa.cc/channels/zalouser.md) - [Agent](https://docs.equa.cc/cli/agent.md) - [Agents](https://docs.equa.cc/cli/agents.md) - [Approvals](https://docs.equa.cc/cli/approvals.md) - [Browser](https://docs.equa.cc/cli/browser.md) - [Channels](https://docs.equa.cc/cli/channels.md) - [Configure](https://docs.equa.cc/cli/configure.md) - [Cron](https://docs.equa.cc/cli/cron.md) - [Dashboard](https://docs.equa.cc/cli/dashboard.md) - [Directory](https://docs.equa.cc/cli/directory.md) - [Dns](https://docs.equa.cc/cli/dns.md) - [Docs](https://docs.equa.cc/cli/docs.md) - [Doctor](https://docs.equa.cc/cli/doctor.md) - [Gateway](https://docs.equa.cc/cli/gateway.md) - [Health](https://docs.equa.cc/cli/health.md) - [Hooks](https://docs.equa.cc/cli/hooks.md) - [Cli](https://docs.equa.cc/cli/index.md) - [Logs](https://docs.equa.cc/cli/logs.md) - [Memory](https://docs.equa.cc/cli/memory.md) - [Message](https://docs.equa.cc/cli/message.md) - [Models](https://docs.equa.cc/cli/models.md) - [Nodes](https://docs.equa.cc/cli/nodes.md) - [Onboard](https://docs.equa.cc/cli/onboard.md) - [Pairing](https://docs.equa.cc/cli/pairing.md) - [Plugins](https://docs.equa.cc/cli/plugins.md) - [Reset](https://docs.equa.cc/cli/reset.md) - [Sandbox CLI](https://docs.equa.cc/cli/sandbox.md) - [Security](https://docs.equa.cc/cli/security.md) - [Sessions](https://docs.equa.cc/cli/sessions.md) - [Setup](https://docs.equa.cc/cli/setup.md) - [Skills](https://docs.equa.cc/cli/skills.md) - [Status](https://docs.equa.cc/cli/status.md) - [System](https://docs.equa.cc/cli/system.md) - [Tui](https://docs.equa.cc/cli/tui.md) - [Uninstall](https://docs.equa.cc/cli/uninstall.md) - [Update](https://docs.equa.cc/cli/update.md) - [Voicecall](https://docs.equa.cc/cli/voicecall.md) - [Access Control Model](https://docs.equa.cc/compliance/access-control-model.md): Role-based access control, cascading permissions, organization hierarchy, and data room security - [Audit Trail Design](https://docs.equa.cc/compliance/audit-trail-design.md): Event logging, action tracking, agent audit logs, gap analysis, and improvement roadmap - [Data Privacy & GDPR](https://docs.equa.cc/compliance/data-privacy-and-gdpr.md): Data collection practices, processing purposes, storage architecture, and user rights under GDPR and CCPA - [Data Retention Policy](https://docs.equa.cc/compliance/data-retention-policy.md): Session lifecycle, soft-delete mechanisms, retention schedules, and data lifecycle management recommendations - [Equity Regulatory Compliance](https://docs.equa.cc/compliance/equity-regulatory-compliance.md): SEC Rule 701, Regulation D, state blue sky laws, transfer restrictions, 409A valuations, and share tracking for equity management - [Incident Response Plan](https://docs.equa.cc/compliance/incident-response-plan.md): Detection, notification, containment, remediation, and post-incident review procedures for security and operational incidents - [Compliance & Security](https://docs.equa.cc/compliance/index.md): Security controls, data protection, and audit documentation for the Equa platform - [Security Architecture](https://docs.equa.cc/compliance/security-architecture.md): Authentication, encryption, session management, network security, and infrastructure controls - [SOC 2 Preparation](https://docs.equa.cc/compliance/soc2-preparation.md): Trust Service Criteria mapping, current controls, gaps, and remediation plan for SOC 2 Type II readiness - [Agent](https://docs.equa.cc/concepts/agent.md) - [Agent loop](https://docs.equa.cc/concepts/agent-loop.md) - [Agent workspace](https://docs.equa.cc/concepts/agent-workspace.md) - [Architecture](https://docs.equa.cc/concepts/architecture.md) - [Channel routing](https://docs.equa.cc/concepts/channel-routing.md) - [Compaction](https://docs.equa.cc/concepts/compaction.md) - [Context](https://docs.equa.cc/concepts/context.md) - [Group messages](https://docs.equa.cc/concepts/group-messages.md) - [Groups](https://docs.equa.cc/concepts/groups.md) - [Markdown formatting](https://docs.equa.cc/concepts/markdown-formatting.md) - [Memory](https://docs.equa.cc/concepts/memory.md) - [Messages](https://docs.equa.cc/concepts/messages.md) - [Model failover](https://docs.equa.cc/concepts/model-failover.md) - [Model providers](https://docs.equa.cc/concepts/model-providers.md) - [Models](https://docs.equa.cc/concepts/models.md) - [Multi-Agent Routing](https://docs.equa.cc/concepts/multi-agent.md) - [Oauth](https://docs.equa.cc/concepts/oauth.md) - [Presence](https://docs.equa.cc/concepts/presence.md) - [Queue](https://docs.equa.cc/concepts/queue.md) - [Retry](https://docs.equa.cc/concepts/retry.md) - [Session](https://docs.equa.cc/concepts/session.md) - [Session pruning](https://docs.equa.cc/concepts/session-pruning.md) - [Session tool](https://docs.equa.cc/concepts/session-tool.md) - [Sessions](https://docs.equa.cc/concepts/sessions.md) - [Streaming](https://docs.equa.cc/concepts/streaming.md) - [System prompt](https://docs.equa.cc/concepts/system-prompt.md) - [Task lifecycle](https://docs.equa.cc/concepts/task-lifecycle.md) - [Timezone](https://docs.equa.cc/concepts/timezone.md) - [Typebox](https://docs.equa.cc/concepts/typebox.md) - [Typing indicators](https://docs.equa.cc/concepts/typing-indicators.md) - [Usage tracking](https://docs.equa.cc/concepts/usage-tracking.md) - [Contributing Guide](https://docs.equa.cc/contributing-guide.md): How to contribute to the Equa platform documentation - [Debugging](https://docs.equa.cc/debugging.md) - [Environment](https://docs.equa.cc/environment.md) - [Authentication](https://docs.equa.cc/gateway/authentication.md) - [Background process](https://docs.equa.cc/gateway/background-process.md) - [Bonjour](https://docs.equa.cc/gateway/bonjour.md) - [Bridge protocol](https://docs.equa.cc/gateway/bridge-protocol.md) - [Cli backends](https://docs.equa.cc/gateway/cli-backends.md) - [Configuration](https://docs.equa.cc/gateway/configuration.md) - [Configuration examples](https://docs.equa.cc/gateway/configuration-examples.md) - [Discovery](https://docs.equa.cc/gateway/discovery.md) - [Doctor](https://docs.equa.cc/gateway/doctor.md) - [Gateway lock](https://docs.equa.cc/gateway/gateway-lock.md) - [Health](https://docs.equa.cc/gateway/health.md) - [Heartbeat](https://docs.equa.cc/gateway/heartbeat.md) - [Gateway](https://docs.equa.cc/gateway/index.md) - [Local models](https://docs.equa.cc/gateway/local-models.md) - [Logging](https://docs.equa.cc/gateway/logging.md) - [Multiple gateways](https://docs.equa.cc/gateway/multiple-gateways.md) - [Openai http api](https://docs.equa.cc/gateway/openai-http-api.md) - [Pairing](https://docs.equa.cc/gateway/pairing.md) - [Protocol](https://docs.equa.cc/gateway/protocol.md) - [Remote](https://docs.equa.cc/gateway/remote.md) - [Remote gateway readme](https://docs.equa.cc/gateway/remote-gateway-readme.md) - [Sandbox vs Tool Policy vs Elevated](https://docs.equa.cc/gateway/sandbox-vs-tool-policy-vs-elevated.md) - [Sandboxing](https://docs.equa.cc/gateway/sandboxing.md) - [Security](https://docs.equa.cc/gateway/security.md) - [Tailscale](https://docs.equa.cc/gateway/tailscale.md) - [Tools invoke http api](https://docs.equa.cc/gateway/tools-invoke-http-api.md) - [Troubleshooting](https://docs.equa.cc/gateway/troubleshooting.md) - [Glossary](https://docs.equa.cc/glossary.md): Equity management terminology used across the Equa platform - [Admin Guide](https://docs.equa.cc/guides/admin-guide.md): How to use the admin dashboard, manage users, and configure site settings in Equa - [Convertible Instruments Guide](https://docs.equa.cc/guides/convertible-instruments.md): Learn how to manage SAFEs, convertible notes, and conversion workflows in Equa - [Creating Agreements](https://docs.equa.cc/guides/creating-agreements.md): How to create operating agreements, board authorizations, and governing documents in Equa - [Dashboard Guide](https://docs.equa.cc/guides/dashboard.md): Understanding your Equa dashboards -- organization and user overviews - [Data Rooms](https://docs.equa.cc/guides/data-rooms.md): How to set up data rooms, manage access, and share files securely in Equa - [Document Management](https://docs.equa.cc/guides/document-management.md): How to upload, organize, and generate documents in Equa - [ESOP Administration](https://docs.equa.cc/guides/esop-administration.md): How to create equity incentive plans, option pools, grant options, and manage vesting schedules in Equa - [Frequently Asked Questions](https://docs.equa.cc/guides/faq.md): Answers to the most common questions about using the Equa platform - [Finance and Transactions Guide](https://docs.equa.cc/guides/finance-and-transactions.md): Learn how to use the finance dashboard, bank accounts, and transaction history in Equa - [Getting Started](https://docs.equa.cc/guides/getting-started.md): How to create your Equa account, verify your email, and set up your first organization - [Google Drive Sync](https://docs.equa.cc/guides/google-drive-sync.md): How to connect Google Drive, configure folder sync, and manage synced files in Equa - [User Guides](https://docs.equa.cc/guides/index.md): Step-by-step guides for using the Equa equity management platform - [Issuing Equity](https://docs.equa.cc/guides/issuing-equity.md): How to issue shares, create shareholdings, and generate certificates in Equa - [Managing Team Members](https://docs.equa.cc/guides/managing-team-members.md): How to invite members, manage profiles, and track invitations in Equa - [Managing Your Cap Table](https://docs.equa.cc/guides/managing-your-cap-table.md): How to add shareholders, define security types, and view ownership in Equa - [Team Messaging](https://docs.equa.cc/guides/messaging.md): How to use the integrated team messaging feature in your Equa organization - [Microsoft Integration](https://docs.equa.cc/guides/microsoft-integration.md): How to connect Microsoft 365 and manage groups in Equa - [Notifications Guide](https://docs.equa.cc/guides/notifications.md): Understanding email notifications, delivery, and troubleshooting in Equa - [Onboarding Walkthrough](https://docs.equa.cc/guides/onboarding.md): First-time user experience from registration to your first cap table entry - [Organization Setup](https://docs.equa.cc/guides/organization-setup.md): How to create and configure organizations in Equa - [Payments and Billing Guide](https://docs.equa.cc/guides/payments-and-billing.md): Learn how to manage your subscription, payment methods, and billing in Equa - [Profile and Settings](https://docs.equa.cc/guides/profile-and-settings.md): How to edit your profile, manage account settings, and view your portfolio in Equa - [Referral Program](https://docs.equa.cc/guides/referral-program.md): How to share your referral link, earn EquaCash, and redeem rewards in Equa - [Reports and Analytics](https://docs.equa.cc/guides/reports-and-analytics.md): How to run holder reports, pool summaries, and holdings reports in Equa - [Roles and Permissions](https://docs.equa.cc/guides/roles-and-permissions.md): How to create roles, assign permissions, and control access in Equa - [Troubleshooting](https://docs.equa.cc/guides/troubleshooting.md): Common issues and solutions for the Equa platform - [Using Equanaut AI](https://docs.equa.cc/guides/using-equanaut-ai.md): How to chat with the Equanaut AI assistant and use its tools in Equa - [Faq](https://docs.equa.cc/help/faq.md) - [Help](https://docs.equa.cc/help/index.md) - [Troubleshooting](https://docs.equa.cc/help/troubleshooting.md) - [Hooks](https://docs.equa.cc/hooks.md) - [Soul evil](https://docs.equa.cc/hooks/soul-evil.md) - [Equa Documentation](https://docs.equa.cc/index.md): Complete documentation for the Equa platform -- equity management, AI assistant, and developer tools - [Ansible](https://docs.equa.cc/install/ansible.md) - [Bun](https://docs.equa.cc/install/bun.md) - [Development channels](https://docs.equa.cc/install/development-channels.md) - [Docker](https://docs.equa.cc/install/docker.md) - [Install](https://docs.equa.cc/install/index.md) - [Installer](https://docs.equa.cc/install/installer.md) - [Nix](https://docs.equa.cc/install/nix.md) - [Uninstall](https://docs.equa.cc/install/uninstall.md) - [Updating](https://docs.equa.cc/install/updating.md) - [Multi-Agent Sandbox & Tools](https://docs.equa.cc/multi-agent-sandbox-tools.md) - [Audio](https://docs.equa.cc/nodes/audio.md) - [Camera](https://docs.equa.cc/nodes/camera.md) - [Images](https://docs.equa.cc/nodes/images.md) - [Nodes](https://docs.equa.cc/nodes/index.md) - [Location command](https://docs.equa.cc/nodes/location-command.md) - [Talk](https://docs.equa.cc/nodes/talk.md) - [Voicewake](https://docs.equa.cc/nodes/voicewake.md) - [Architecture for Newcomers](https://docs.equa.cc/onboarding/architecture-for-newcomers.md): How the Equa platform is structured -- system diagram, modules, and data flows - [CI/CD Pipeline](https://docs.equa.cc/onboarding/ci-cd-pipeline.md): How code gets built, tested, and deployed across Equa repositories - [Coding Standards](https://docs.equa.cc/onboarding/coding-standards.md): TypeScript conventions, linting, formatting, and patterns across Equa repositories - [Debugging Guide](https://docs.equa.cc/onboarding/debugging-guide.md): Tools and techniques for diagnosing issues across the Equa stack - [Developer Setup](https://docs.equa.cc/onboarding/developer-setup.md): Get the full Equa development environment running locally - [Developer Onboarding](https://docs.equa.cc/onboarding/index.md): Getting started guides for developers joining the Equa engineering team - [PR and Commit Workflow](https://docs.equa.cc/onboarding/pr-and-commit-workflow.md): How to branch, commit, and merge code across Equa repositories - [Repository Guide](https://docs.equa.cc/onboarding/repository-guide.md): What each repository does and how they connect - [Spequa Workflow](https://docs.equa.cc/onboarding/spequa-workflow.md): The spec-driven development pipeline for Equa projects: numbered phases 0–16, artifacts, conventions, and autonomous pipeline mode - [Testing Guide](https://docs.equa.cc/onboarding/testing-guide.md): How to run and write tests across all Equa repositories - [Android](https://docs.equa.cc/platforms/android.md) - [Exe dev](https://docs.equa.cc/platforms/exe-dev.md) - [Fly.io](https://docs.equa.cc/platforms/fly.md): Deploy Equabot on Fly.io - [Gcp](https://docs.equa.cc/platforms/gcp.md) - [Hetzner](https://docs.equa.cc/platforms/hetzner.md) - [Platforms](https://docs.equa.cc/platforms/index.md) - [Ios](https://docs.equa.cc/platforms/ios.md) - [Linux](https://docs.equa.cc/platforms/linux.md) - [Bundled gateway](https://docs.equa.cc/platforms/mac/bundled-gateway.md) - [Canvas](https://docs.equa.cc/platforms/mac/canvas.md) - [Child process](https://docs.equa.cc/platforms/mac/child-process.md) - [Dev setup](https://docs.equa.cc/platforms/mac/dev-setup.md) - [Health](https://docs.equa.cc/platforms/mac/health.md) - [Icon](https://docs.equa.cc/platforms/mac/icon.md) - [Logging](https://docs.equa.cc/platforms/mac/logging.md) - [Menu bar](https://docs.equa.cc/platforms/mac/menu-bar.md) - [Peekaboo](https://docs.equa.cc/platforms/mac/peekaboo.md) - [Permissions](https://docs.equa.cc/platforms/mac/permissions.md) - [Release](https://docs.equa.cc/platforms/mac/release.md) - [Remote](https://docs.equa.cc/platforms/mac/remote.md) - [Signing](https://docs.equa.cc/platforms/mac/signing.md) - [Skills](https://docs.equa.cc/platforms/mac/skills.md) - [Voice overlay](https://docs.equa.cc/platforms/mac/voice-overlay.md) - [Voicewake](https://docs.equa.cc/platforms/mac/voicewake.md) - [Webchat](https://docs.equa.cc/platforms/mac/webchat.md) - [Xpc](https://docs.equa.cc/platforms/mac/xpc.md) - [Macos](https://docs.equa.cc/platforms/macos.md) - [Macos vm](https://docs.equa.cc/platforms/macos-vm.md) - [Windows](https://docs.equa.cc/platforms/windows.md) - [Plugin](https://docs.equa.cc/plugin.md) - [Voice call](https://docs.equa.cc/plugins/voice-call.md) - [Zalouser](https://docs.equa.cc/plugins/zalouser.md) - [Anthropic](https://docs.equa.cc/providers/anthropic.md) - [Glm](https://docs.equa.cc/providers/glm.md) - [Providers](https://docs.equa.cc/providers/index.md) - [Minimax](https://docs.equa.cc/providers/minimax.md) - [Models](https://docs.equa.cc/providers/models.md) - [Moonshot](https://docs.equa.cc/providers/moonshot.md) - [Openai](https://docs.equa.cc/providers/openai.md) - [Opencode](https://docs.equa.cc/providers/opencode.md) - [Openrouter](https://docs.equa.cc/providers/openrouter.md) - [Synthetic](https://docs.equa.cc/providers/synthetic.md) - [Vercel AI Gateway](https://docs.equa.cc/providers/vercel-ai-gateway.md) - [Zai](https://docs.equa.cc/providers/zai.md) - [Deploy on Railway](https://docs.equa.cc/railway.md) - [AGENTS.default](https://docs.equa.cc/reference/AGENTS.default.md) - [RELEASING](https://docs.equa.cc/reference/RELEASING.md) - [Device models](https://docs.equa.cc/reference/device-models.md) - [Rpc](https://docs.equa.cc/reference/rpc.md) - [Session management compaction](https://docs.equa.cc/reference/session-management-compaction.md) - [AGENTS](https://docs.equa.cc/reference/templates/AGENTS.md) - [BOOT](https://docs.equa.cc/reference/templates/BOOT.md) - [BOOTSTRAP](https://docs.equa.cc/reference/templates/BOOTSTRAP.md) - [HEARTBEAT](https://docs.equa.cc/reference/templates/HEARTBEAT.md) - [IDENTITY](https://docs.equa.cc/reference/templates/IDENTITY.md) - [SOUL](https://docs.equa.cc/reference/templates/SOUL.md) - [TOOLS](https://docs.equa.cc/reference/templates/TOOLS.md) - [USER](https://docs.equa.cc/reference/templates/USER.md) - [Test](https://docs.equa.cc/reference/test.md) - [Phase 1: Frontend Ecosystem Upgrade](https://docs.equa.cc/releases/phase-1-frontend-upgrade.md): React 18, TypeScript 5.3, modern test toolchain, CI pipeline rebuild, and bundle optimization — March 2026 - [Phase 1 Post-Upgrade Fixes (PRs #511–#516)](https://docs.equa.cc/releases/phase-1-post-upgrade-fixes.md): Babel build fix, dashboard empty state + gateway token sync, API network-error handling, E2E locator repair, and Railway/CI cleanup — April 2026 - [Deploy on Render](https://docs.equa.cc/render.md) - [Scripts](https://docs.equa.cc/scripts.md) - [Authentication](https://docs.equa.cc/specs/001-authentication/spec.md): Password login, Google OAuth, magic links, sessions, and role-based access control - [Organization Management](https://docs.equa.cc/specs/002-organization-management/spec.md): Organization CRUD, member management, company types, equity structures, and address handling - [Cap Table](https://docs.equa.cc/specs/003-cap-table/spec.md): Shareholdings, security types, share pricing, funding rounds, valuations, transfers, and certificate signatures - [SPEC 004: ESOP](https://docs.equa.cc/specs/004-esop/spec.md): Employee stock option plans, pools, vesting schedules, and incentive management - [SPEC 005: Agreements](https://docs.equa.cc/specs/005-agreements/spec.md): Governing documents, operating agreements, and authorization management - [Convertible Instruments](https://docs.equa.cc/specs/006-convertible-instruments/spec.md): SAFEs, convertible notes, conversion mechanics, repayments, interest calculations, and instrument types - [Documents and Document Generation](https://docs.equa.cc/specs/007-documents-and-docgen/spec.md): File storage, data room, governing documents, certificate generation, operating agreement templates, and data room access control - [Data Rooms](https://docs.equa.cc/specs/008-data-rooms/spec.md): Virtual data room access control — merged into Spec 007 (Documents and DocGen) - [Finance Dashboard](https://docs.equa.cc/specs/009-finance-dashboard/spec.md): Financial overview, AR/AP aging, bank accounts, invoices, bills, reports, and scheduled CFO automation - [Payments](https://docs.equa.cc/specs/010-payments/spec.md): Payment profiles, subscriptions, billing transactions, promo codes, and Chargify integration - [SPEC 011: Billing and Subscriptions](https://docs.equa.cc/specs/011-billing-and-subscriptions/spec.md): Subscription management, payment processing, and billing via Chargify integration - [Team Members and Roles](https://docs.equa.cc/specs/012-team-members-and-roles/spec.md): Member management, role-based access control, permissions, invitations, and member limits - [User Profile and Dashboard](https://docs.equa.cc/specs/013-user-profile-and-dashboard/spec.md): Personal profile management, user dashboard, portfolio tracking, wallet integration, and account settings - [Reports](https://docs.equa.cc/specs/014-reports/spec.md): Holder reports, pools reports, and holdings reports derived from cap table data - [Referrals](https://docs.equa.cc/specs/015-referrals/spec.md): Referral system, EquaCash rewards, scratch card mechanics, invitation tracking, and EquaCash transfers - [Google Drive Integration](https://docs.equa.cc/specs/016-google-drive-integration/spec.md): OAuth-based Google Drive connection with folder sync, file tracking, and configurable sync rules - [Microsoft Integration](https://docs.equa.cc/specs/017-microsoft-integration/spec.md): Azure AD client-credentials OAuth for Microsoft 365 group management and Graph API access - [Equanaut AI Assistant](https://docs.equa.cc/specs/018-equanaut-ai-assistant/spec.md): AI-powered assistant with chat, tool execution, confirmation workflows, context assembly, onboarding pipeline, and security guardrails - [Admin Panel](https://docs.equa.cc/specs/019-admin-panel/spec.md): Site-wide administration dashboard for user management, statistics, and domain/email blacklists - [Onboarding and Welcome](https://docs.equa.cc/specs/020-onboarding-and-welcome/spec.md): New user welcome flow, profile building, PIN setup, company info collection, onboarding checklist, and AI-powered organization setup - [Notifications](https://docs.equa.cc/specs/021-notifications/spec.md): Transactional email delivery via AWS SES or SMTP with Handlebars templates and multi-transport support - [Activity Tracking](https://docs.equa.cc/specs/022-activity-tracking/spec.md): Organization action logging, event audit trail, and task management with exercise-option tracking - [File Storage](https://docs.equa.cc/specs/023-file-storage/spec.md): Content-addressed S3 file storage with multipart upload, deduplication, and Microsoft file integration - [Feature Specification: Team Messaging (Mattermost)](https://docs.equa.cc/specs/024-messaging/spec.md): Integrated team messaging for Equa organizations powered by Mattermost - [Feature Specifications](https://docs.equa.cc/specs/index.md): Detailed feature specifications for every Equa platform capability - [Assistant setup](https://docs.equa.cc/start/assistant-setup.md) - [Equabot Overview](https://docs.equa.cc/start/equabot-overview.md): Overview of the Equabot AI engine that powers Equanaut and the Equa platform - [Getting started](https://docs.equa.cc/start/getting-started.md) - [Hubs](https://docs.equa.cc/start/hubs.md) - [The Story Behind Equa](https://docs.equa.cc/start/lore.md): How the Equa platform came together and the ideas that shaped it - [Onboarding](https://docs.equa.cc/start/onboarding.md) - [Pairing](https://docs.equa.cc/start/pairing.md) - [Setup](https://docs.equa.cc/start/setup.md) - [Showcase](https://docs.equa.cc/start/showcase.md): Real-world Equabot projects from the community - [Wizard](https://docs.equa.cc/start/wizard.md) - [Testing](https://docs.equa.cc/testing.md) - [Token use](https://docs.equa.cc/token-use.md) - [Agent send](https://docs.equa.cc/tools/agent-send.md) - [Apply patch](https://docs.equa.cc/tools/apply-patch.md) - [Browser](https://docs.equa.cc/tools/browser.md) - [Browser linux troubleshooting](https://docs.equa.cc/tools/browser-linux-troubleshooting.md) - [Browser login](https://docs.equa.cc/tools/browser-login.md) - [Chrome extension](https://docs.equa.cc/tools/chrome-extension.md) - [Comet browser](https://docs.equa.cc/tools/comet-browser.md) - [Elevated](https://docs.equa.cc/tools/elevated.md) - [Equahub](https://docs.equa.cc/tools/equahub.md) - [Exec](https://docs.equa.cc/tools/exec.md) - [Gdrive](https://docs.equa.cc/tools/gdrive.md) - [Tools](https://docs.equa.cc/tools/index.md) - [Llm task](https://docs.equa.cc/tools/llm-task.md) - [Lobster](https://docs.equa.cc/tools/lobster.md): Typed workflow runtime for Equabot — composable pipelines with approval gates. - [Reactions](https://docs.equa.cc/tools/reactions.md) - [Skills](https://docs.equa.cc/tools/skills.md) - [Skills config](https://docs.equa.cc/tools/skills-config.md) - [Skills index](https://docs.equa.cc/tools/skills-index.md) - [Slash commands](https://docs.equa.cc/tools/slash-commands.md) - [Subagents](https://docs.equa.cc/tools/subagents.md) - [Thinking](https://docs.equa.cc/tools/thinking.md) - [Web](https://docs.equa.cc/tools/web.md) - [Tui](https://docs.equa.cc/tui.md) - [Comet bridge](https://docs.equa.cc/web/comet-bridge.md) - [Command Center](https://docs.equa.cc/web/command-center.md) - [Control ui](https://docs.equa.cc/web/control-ui.md) - [Dashboard](https://docs.equa.cc/web/dashboard.md) - [Web](https://docs.equa.cc/web/index.md) - [Webchat](https://docs.equa.cc/web/webchat.md) ## OpenAPI Specs - [openapi](https://docs.equa.cc/api-reference/openapi.json) ## Optional - [Changelog](https://github.com/EQUAStart/equabot/releases)