Mastering Equafy

A step-by-step guide to fair equity management.

1
Define risk weights for contributions

Setup Rules

Everything starts with the rules. Use the Multipliers panel to define risk weight for Cash, Work, and Assets.

Multipliers

Cash x4
Work x2
Assets x1
2
Add your team and protect the cap table

Team & Limits

Add your team and protect your cap table. Use the Limited Equity feature to set 'Hard Caps' and ensure long-term control.

Hard Cap:10% Active
3
Record time, money, and IP

Log Contributions

The heart of the system. Record time, money, or IP. The dynamic chart updates in real-time so everyone sees their true ownership.

Dynamic ownership · Live
4
Audit trail and PDF exports

Transparency & Reports

Trust is built on transparency. Check the Audit Log for every modification and export official PDF reports for your legal records.

Download PDF Report