- 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 :
- How to create an account?
- How to edit or delete an account?
- How to export my account list?
- How to create a holding statement for one of my accounts?
- How do I open an Equify access to one of my accounts?