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Integrations and AI agents Guide Connect ChatGPT, Codex, or Claude through MCP Use this exact production address https://eqdeal.com/mcp Include the final /mcp. You do not need an API key or a separate MCP password: Eqdeal opens OAuth in your browser so you can sign in, create an account if needed, and approve the connection. ChatGPT Code… Portfolio and reporting Guide Manage KPIs and investor reports What Investor Relations connects Eqdeal connects indicator definitions, observations, goals, recurring report templates, report drafts, published snapshots, documents, and investor access. Each layer has a different purpose and state. Recommended reporting wor… Integrations and AI agents Guide Understand OAuth connections and permissions The short version OAuth lets you connect an application or AI agent to Eqdeal without giving it your Eqdeal password. You sign in directly to Eqdeal, review the requested access, and decide whether to allow it. What happens when you connect The application ope… Stock option plans Concept Understand stock option plans What a Stock Option Plan represents Eqdeal connects the approved option capacity, common offer terms, each participant’s position, vesting events, and the resulting equity records. Keeping those layers separate prevents a vested option from being mistaken for… Matchmaking Guide Complete your Company Profile Open the Company Profile Sidebar → Company profile The Company Profile brings together the information used to present your company in Matchmaking. It includes Overview, Pitch, Customers, Challenges, Indicators, and, where available, Potential Score. The Chall… Issuances and equity events Guide Issue shares and reserves Who can issue A company editor can confirm the operation once every contract in the round is validated and the round itself is validated. The action is unavailable while another calculation is already running for the company; wait for it to finish and try agai… Getting started Guide Complete and secure your profile Where to find your settings Account menu → Settings Personal settings belong to your user account, not to the active company. Changes follow you when you switch companies or portfolios. Maintain your profile Open Settings and review your personal and contact i… Cap-table fundamentals Concept Understand shares, reserves, and share classes Core equity quantities Authorized shares — the ceiling established for the company, when applicable.Issued shares — shares already recorded in the company’s historical ownership ledger.Treasury shares — company-held shares available according to the company’s… Rounds and contracts Guide Manage split and rounding rounds Choose the correct corporate action Split round — multiplies eligible issued quantities proportionally. You can target all equity or filter by equity type and selected equity classes. Rounding round — removes eligible decimal quantities by rounding down or to… Issuances and equity events Guide Erase round issuances in the Eqdeal UX Availability and scope This action exists only in the authenticated Eqdeal UX. Availability depends on the round and the user’s company access: ordinary investment-round controls are restricted to administrators, while eligible special-round controls can be av… Company administration Guide Manage company and cap-table documents Choose the correct location Company documents hold entity-level legal files.Investor documents support the investor identity or relationship.Contract documents support the investment terms.Transaction documents support a specific secondary transfer or other ev… Matchmaking Guide Complete an investor profile and investment theses Complete the investor identity Investor sidebar → Profile Confirm whether you are operating as an individual investor or through an institutional investor profile. The selected investor context determines the portfolio, theses, recommendations, and funnel you… Matchmaking Guide Find and assess recommended opportunities Start from a defined thesis Recommendations are useful only when the active investor profile and investment thesis are correct. Confirm both before interpreting a company as a match. Investor sidebar → Opportunities Assess a recommendation Open the company pro… Matchmaking Guide Request and manage Matchmaking connections Sidebar → Connections What a connection controls A Matchmaking connection records the relationship and can unlock contact or profile information according to the active product rules. It does not grant company-administrator access, cap-table access, or broader… Portfolio and reporting Guide Review and publish an investor report Complete the draft Investor Relations → Reports → View report Enter the required KPI observations and narrative information for the report period. Attach supporting documents only when the intended audience is allowed to access them. Review before publication…

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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.

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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.

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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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