How to onboard your company on Equify?
💡 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.