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How does the Accounts menu work?

The Accounts menu shows all the holders of your company sorted in alphabetical order.

Each account has :
  • a type: Individual, Company or Investment Vehicle
  • a relationship to the company: Seed Investor, Employee, Founder,...
  • an access status: open "Yes" or closed "No" for the Account contact(s)

 

💡 The "relationship" parameter allows you to sort the different accounts in your cap table into "groups".

💡If none of the proposed relationships matches your needs, you can contact us at support@equify.eu

 

If you click on an account, you will see:

  • its portfolio (securities),
  • its account details (relationship, who is the account holder, which contacts are registered for this account),
  • its transactions and events,
  • governance groups and meetings,
  • documents related to or shared with this account.

In this section, you will find :