Find the answer. Finish the work.

Issuances and equity events · Guide Issue shares and reserves …ulation is already running for the company; wait for it to finish and try again. Issue shares or reserves Open the finalized round or contract and choose its issuance action.Review the issuance summary and every affected stakeholder.Confirm the effective date,… Getting started · Guide Add a company …’s cap table, investors, contracts, documents, and permissions. Creating a workspace does not issue shares or verify the company automatically. If the company already exists Do not create a second workspace with a shortened name or different spelling. Open the… Cap-table fundamentals · Concept Understand your cap table What the cap table shows A cap table records who owns or may receive company equity, the instruments that created those positions, and how financing events changed ownership over time. How Eqdeal organizes it Rounds group related financing activity.Contracts r… 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… Rounds and contracts · Guide Create and manage funding rounds Create a round Company cap table → New event → Add investment round Choose the financing stage.Set the start date and currency.Save, then add the contracts that belong to the round.Open the round's Edit action afterward to give it a name, and use its Valuation… Rounds and contracts · Guide Set up the initial equity structure Purpose Initial equity records the opening founder or shareholder structure from which later financing events build. Record the opening structure Company cap table → Add contract or initial equity → Equity Confirm the incorporation date, authorized shares, sha… Issuances and equity events · Guide Review a round before issuance Why the review matters Issuance changes a projected or contractual position into recorded ownership history. Eqdeal blocks most concurrent company changes while the process runs to protect consistency. Pre-issuance checklist Confirm the company, round, contrac… 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… Cap-table fundamentals · Concept Understand valuation and dilution Valuation Valuation supplies the economic basis used by applicable contracts and rounds. A round valuation can serve several contracts; a contract-specific valuation overrides it only for that contract. Dilution Dilution describes the reduction in an existing… Rounds and contracts · Guide Create and manage investment contracts Create a contract Company cap table → Add contract → Choose transaction type Choose the round and the contract type supported by the legal instrument.Enter the contract date, currency, amount, and economic terms.Set valuation or conversion terms where applicab… Issuances and equity events · Guide Record a secondary transaction What Eqdeal records A Buy & Sell (B&S) transaction moves an existing economic position from a seller to a buyer. Before issuance, Eqdeal transfers a percentage of the seller’s contractual rights. After issuance, it transfers a quantity of shares, reser… Issuances and equity events · Troubleshooting Handle secondary transaction edge cases The seller has insufficient holdings Eqdeal rejects a share or reserve amount above the seller’s corresponding available balance. Review earlier B&S transactions, the selected seller investment, and whether the amount belongs in Shares or Reserves. Do not… Portfolio and reporting · Guide View investment contracts Open an investment contract Open the Investor View and select the investor profile.Find and expand the company in the Investments table.Select a contract row to open its details. Review the current position The contract row identifies the contract, issue date,… Cap-table fundamentals · Concept Equity and funding glossary Ownership records Cap tableThe structured record of stakeholders, instruments, issued positions, reserves, and ownership percentages for one company. StakeholderA person or legal entity represented in the company’s ownership structure. A stakeholder is not aut… Rounds and contracts · Guide Protect a position from future dilution Eligibility Dilution protection can be set on a contract, an individual investor, an option pool, or an option offer, whether or not that position already holds issued shares. It is commonly applied to a position that already has issued shares, so that later f… Company administration · Guide Maintain company information Company information areas Managed Companies → Select company → Company Details Representatives — users and access levels associated with the company.Legal info — registration, legal-entity information, and the company address. Plan & Billing is a separate… Portfolio and reporting · Guide Create an investor profile Choose the investor type An individual profile represents a natural person. An institutional profile represents an investment company or other organization and may require company information and representatives. Complete onboarding Choose individual or instit… Troubleshooting · Troubleshooting Resolve missing buttons or access errors Check these conditions Confirm the active company or investor profile.Confirm that your representative access level permits the action.Check whether the company plan or payment status limits the feature.Check whether an issuance, conversion, or option-lifecycl… Stock option plans · Guide Create and manage an option pool Before you create the pool Confirm the approved capacity, effective date or round, applicable share class, and dilution treatment. Pool size should come from the company’s authorized plan or other approved source, not from the number of participants currently… Issuances and equity events · Troubleshooting Correct an issued equity record What not to do Do not delete related identities, rewrite unrelated rounds, or create an offsetting transaction merely to hide the error. Do not trigger the destructive issuance-erasure action until its affected round and every subsequent event have been review… Troubleshooting · Troubleshooting Get help from Eqdeal Information to collect Your Eqdeal account email and the affected company or investor name.The page and action you were using.The exact visible error and approximate time.The round, contract, transaction, report, or draft name when applicable.What you expected… Portfolio and reporting · Guide View your ownership history Open ownership history Open the Investor View and select the investor profile.Find the company in the Investments table.Select the percentage button beside the company. Understand the information Ownership History shows the investor and company totals at the c… Company administration · Troubleshooting Understand company workflow locks Why Eqdeal locks a company Eqdeal briefly blocks one specific group of actions—issuing shares or reserves, erasing issuances, secondary transactions, debt or interest conversions, and stock-option lifecycle events such as pause, resume, exercise, end, and acce… Rounds and contracts · Concept Choose the correct contract type Common contract structures Equity — records an agreed purchase or allocation of shares.SAFE or investment reserve — records an instrument intended to convert according to its terms.Convertible debt — records principal, interest, maturity, and conversion or rep… Rounds and contracts · Guide Add investors to a contract Add an investor Contract stepper → Investors → Add investor Search existing individuals and organizations before creating a record.Select the correct investor or create the missing individual or institutional identity.Enter the investor-specific amount, quanti… Issuances and equity events · Guide Convert reserves and accrued interest Interest and reserves are separate conversions Convert interest — for eligible convertible debt, accrued interest is calculated through the selected conversion date and converted into reserves. It does not directly create shares. Convert reserves — eligible re… Issuances and equity events · Guide Record convertible debt repayment When to record repayment Use Repay debt when cash is paid on an eligible convertible debt position instead of converting that balance into equity. The position must still contain an eligible share or reserve balance, and the action is available to company edit…