Eqdeal Help Center

Find the answer. Finish the work.

Objective guidance for cap tables, funding rounds, valuations, stock option plans, investor relations, matchmaking, APIs, and AI agents.

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Start with your goal

Choose the work you need to complete

Each path moves from essential concepts to the exact task and its checks.

Set up your account and company

Create your identity, enter the right workspace, and configure access.

Build and maintain ownership

Understand the cap table, funding structures, equity events, and option plans.

Work with investors and partners

Manage portfolios, reporting, fundraising context, and connections.

Connect APIs and AI agents

Authorize integrations with controlled access and verify every connection.

Common work

Frequently used guides

Guide Create an Eqdeal account Register, confirm your identity, and sign in safely. Guide Add a company Create the company workspace that will hold its cap table. Concept Understand your cap table Learn how Eqdeal represents ownership and financing history. Guide Create and manage funding rounds Create, edit, and when eligible delete a funding round. Guide Issue shares and reserves Convert finalized financing records into issued ownership. Concept Understand stock option plans Understand pools, offers, participants, vesting, and exercises. Guide Manage KPIs and investor reports Create indicators, import data, and manage recurring reports. Guide Complete your Company Profile Present your company to potential investors and partners in Matchmaking. Guide Connect ChatGPT, Codex, or Claude through MCP Follow detailed setup instructions and authorize an AI client to use approved Eqdeal capabilities.

Complete library

Browse every topic

All guidance is public, localized, and reviewed against the live product.

Getting startedCreate your account and begin working in Eqdeal. 5 articles Company administrationMaintain company information, access, documents, and controls. 5 articles Cap-table fundamentalsUnderstand the ownership concepts represented by Eqdeal. 6 articles Rounds and contractsCreate and maintain financing structures before issuance. 9 articles Issuances and equity eventsRecord historical ownership events, conversions, and transfers safely. 8 articles Stock option plansManage pools, offers, participants, vesting, and exercises. 4 articles Portfolio and reportingReview investments, KPIs, reports, and governance information. 13 articles MatchmakingPresent your company clearly and describe the partners you want to reach. 9 articles Integrations and AI agentsConnect trusted systems through API, OAuth, and MCP. 4 articles TroubleshootingResolve access, validation, draft, and workflow issues. 3 articles

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