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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… 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… Stock option plans · Guide Create offers and add participants Prepare the offer terms Use the approved plan and participant documentation. Confirm which pool supplies capacity, which people receive the offer, the quantity for each person, and the economic and vesting terms that apply. Option plans → Open pool → Create of… Stock option plans · Guide Manage vesting and option lifecycle events Establish the current position Open the offer or participant and review the start date, cliff, schedule, offered quantity, vested amount, exercised amount, goals, pauses, and prior events. The next action must be based on the participant’s current state, not o… Integrations and AI agents · Guide Connect ChatGPT, Codex, or Claude through MCP …o business-data changes. Your first safe workflows Read before writing Ask the agent to summarize a named company's cap table, investor reports, Stock Option Plan, valuation history, portfolio position, or matchmaking profile. Name the company Use the full com… Rounds and contracts · Concept Choose the correct contract type …aturity, and conversion or repayment terms.Stock option — records a right that follows the stock option plan and vesting conditions. How to choose Use the executed legal instrument as the source of truth. Select the Eqdeal type that matches its economic behavi… 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… 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… Cap-table fundamentals · Concept Understand stakeholders and investors Different roles in Eqdeal Stakeholder — a person or organization represented in the company’s ownership structure.Investor — a person or organization associated with an investment contract or portfolio.Representative — a user authorized to access or administer… 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… 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… 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… Getting started · Guide Create an Eqdeal account Before you begin Use an email address you control. Your Eqdeal account identifies you personally and may receive access to several companies or investor portfolios. Create the account Eqdeal home → Get Started for Free Enter your personal details and email add… 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… 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… Matchmaking · Guide Add company context Open the Overview tab Open Company Profile.Select Overview.Select Update overview. Provide useful context Start with the company, industries, funding status, and one-liner. Then add the distribution model, business stage, revenue status, company size, and regi… Troubleshooting · Troubleshooting Resume or discard a draft Why drafts exist Multi-step workflows save incomplete work so you can continue without prematurely creating a finalized contract or option offer. Only these two workflow types can be resumed from Drafts; a round is created and saved directly, not through a res… 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… Portfolio and reporting · Guide Change the portfolio display currency Change the display currency Open the Investor View and select the investor profile.In the portfolio overview, open the currency menu below the summary cards.Select the currency you want to use to compare portfolio totals. Understand the currency options The se… Matchmaking · Guide Complete your company pitch Open and edit the Pitch tab Open Company Profile.Select Pitch.Select the edit action and save your changes. Tell a coherent story Explain the customer problem, your product and its advantage, the business model, the company’s mission and history, the market, f… 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… Getting started · Guide Join or claim an existing company When to request access Request access when the correct company already appears during onboarding. Do not create another record merely because you cannot yet open it. Request access Managed Companies → Add company → Search company Select the matching legal enti… 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… Matchmaking · Guide Upload a pitch deck Why upload a pitch deck A pitch deck keeps the original supporting material with the Company Profile. Eqdeal can also analyze a PDF in the background to help populate profile data, reducing repeated manual entry. Upload and process the file Open Company Profil… 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,… Matchmaking · Guide Describe customers and suppliers Open Customers or Challenges Open Company Profile.Select Customers to describe demand, or Challenges to describe supplier needs and requirements.Add the current partner or a description of the profile you want to reach. Record current partners For a current cu… Portfolio and reporting · Guide Import KPI data from CSV Prepare the file Use the CSV structure provided by the KPI import workflow. Keep one observation per indicator and period, preserve the expected column names, and save the file with a consistent character encoding. Use stable KPI names or identifiers that matc… 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… 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…