💡 Prerequisite for this tutorial: you must have read our introductory courses on Equify (less than 10 min reading time)
Follow the guide to set up your account!
1. Gather the necessary documents for the setup
You will only need a limited number of documents to keep track of your company on Equify.
File your documents chronologically (we advise you to create folders year by year and month by month): indeed, the operations to be added on Equify must be done in the same order as they were in reality.
2. How to transcribe the information
Use a chronological approach to record information on Equify.
Break down your history into major capital and governance events, year by year and month by month.
💡 Start with the company's constitution.
Then, transcribe each event that occurred: capital increase, transfers, allocations, exercises, etc...
Examples of step-by-step articles to transcribe the main events to the capital:
3. How to check your settings?
Your most recent capitalization table must be identical to Equify!
4. In case of questions during setup
Your onboarding coach is there to help you.
Write down your questions as precisely as possible on the onboarding follow-up file sent after your kick-off call and send it by email to your onboarding coach.
They will be able to answer your questions during the next scheduled session.