Mastering Equafy
Set up a static, hybrid or dynamic cap table — step by step.
Set up a static, hybrid or dynamic cap table — step by step.
Dynamic equity is optional
Use Equafy as a fully static cap table, a hybrid, or 100% dynamic. You choose the model — and you can switch whenever you want.
Static
A classic cap table with fixed percentages or fixed shares — exactly like the tools you already know. No contributions, no recalculations.
Hybrid
Lock protected percentages for founders or investors, and let the rest of the pie distribute dynamically from real contributions.
Dynamic
The whole pie splits automatically based on what each person actually contributes — time, cash, IP and resources. Recalculates in real time.
Same platform. Same 100% ownership. You decide how it’s split.
Create a project, give it a name, and you’re in. Invite your co-founders and team now or later — everyone sees the same live cap table.
Decide how ownership is split. Run a conventional static cap table with fixed percentages, a fully dynamic one based on contributions, or a hybrid that combines both. You can change your mind at any time — dynamic equity is always optional.
Add shareholders and set authorized shares. For a static setup, simply assign fixed percentages or share counts — that’s your whole cap table, no contributions required.
If you use dynamic equity, define the risk weight for Cash, Work, and Assets in the Multipliers panel. This decides how much each type of contribution is worth.
Multipliers
Lock in percentages that should never dilute using Fixed Equity, and set Hard Caps with Limited Equity to keep long-term control. Reserve a pool for future hires or investors.
The heart of the dynamic model. Record time, money, or IP and the chart updates in real time so everyone sees their true ownership. Skip this entirely if you’re running a static cap table.
Add vesting schedules, grant equity, issue new shares, model SAFEs and convertibles, and run round simulations before committing anything.
Trust is built on transparency. Check the Audit Trail for every modification and export official PDF reports for your legal records.
Do I have to use dynamic equity?
No. Dynamic equity is completely optional. You can run Equafy as a conventional static cap table with fixed percentages, exactly like the tools you already know.
Can I mix fixed and dynamic equity?
Yes — that’s the hybrid model. Lock protected percentages for founders or investors and let the rest of the pie distribute dynamically from contributions.
Can I switch models later?
Absolutely. You can adjust fixed equity, multipliers, caps and the reserved pool at any time. Total ownership always equals 100%.