Step by step tutorials

Administer and maintain your Equify account with these tutorials.

Equify for Lawyers

• How to manage your Law Firm's account on Equify?

My Equify onboarding

• How to onboard your company on Equify?
• List of documents needed for my onboarding on Equify

Tutorials

• How do I report my fundraising on Equify ?
• How to execute your closing on Equify ?
• How to grant free shares on Equify
• How do I add a secondary operation on Equify?

Tutos

• Introductory course 2 - transactions
• Introductory course 1 - objects : accounts, securities, pools and transactions
• Introductory course 3 - events, labels and documents