Keep your records, cap table and data room ready for investors, then run the deal to closing in one room.
See what each company shares, get a due diligence report tied to the documents, and close from one shared agenda.
Start for free, no card needed. Your investors, buyers and lawyers are included.
One workspace for the whole deal, with the same documents from the first upload to the last obligation.
Upload what you have. Elias files each document, scores your readiness and drafts the fixes.
Open a room per deal. You choose what each party sees, and answers go out only when you approve them.
Investors and buyers get a due diligence report built from what you shared, every finding tied to a document.
One closing agenda, e-signatures and a closing book for every party, then rights and consents tracked after.
equitly keeps your records, cap table and data room ready for investors and buyers. When the deal starts, everyone works in one room: due diligence, questions, signatures and closing. Elias, our AI transaction agent for companies, files your documents, drafts your answers and builds the closing agenda, and nothing reaches the other side until you approve it.
See company plansSee what each company shares, ask questions and request documents in one room. Layla, our AI transaction agent for investors and buyers, reviews what you receive and writes your due diligence report, with every finding checked twice and tied to a document. Set your standard terms once and Layla drafts and reviews against them. Turn findings into closing conditions, sign and close from one shared agenda, then track your rights and consents across your portfolio.
See investor plansLawyers and law firms join through their client's invitation, included in the client's plan. equitly never supplies or recommends lawyers.
Every deal gets its own room: priced rounds, SAFEs and notes, a sale of the company, an acquisition or a share purchase. The lead investor and co-investors, or the buyer and sellers, all work in the same room, each with their own access. When both sides are on equitly, Elias matches each request to the company's vault and drafts the response for the team to approve.
Priced rounds, SAFEs and convertible notes. A lead and its co-investors in one room, each with its own questions and signatures.
From the first buyer conversation to closing. Elias flags change of control and assignment clauses and every consent a buyer will need.
Run diligence in the target's equitly deal room, or invite the target to one. Send your request list, and Layla writes your due diligence report from what the target shares.
Deal rooms are included in the Raise plan for companies and in every investor plan.
The readiness report, your cap table, a deal room and the closing agenda, shown with sample data.
A deal room as an investor sees it, the due diligence report and your portfolio, shown with sample data.
| Holder | Shares | Share |
|---|---|---|
| Priya NairFounder | 4,000,000 | 40.0% |
| Daniel OkaforFounder | 4,000,000 | 40.0% |
| EmployeesOptions granted, 9 holders | 800,000 | 8.0% |
| Option poolAvailable to grant | 1,200,000 | 12.0% |
| Total | 10,000,000 | 100.0% |
| Holder | Today | After |
|---|---|---|
| Priya Nair | 40.0% | 29.6% |
| Daniel Okafor | 40.0% | 29.6% |
| Employees | 8.0% | 5.9% |
| Option pool | 12.0% | 10.0% |
| Harbour AngelsSAFE converts at the $8.0M cap | SAFE | 4.9% |
| Fernhill CapitalLead investor, $2,000,000 | New | 13.3% |
| Oakmere VenturesInvestor, $1,000,000 | New | 6.7% |
| Total | 100.0% | 100.0% |
| Folder | Access |
|---|---|
| Corporate records | View and download |
| Finance and equity | View only |
| Commercial contracts | View only |
| Employment | No access |
Drafted by Elias, equitly's AI transaction agent for companies| Document | Access |
|---|---|
| Certificate of incorporation | View and download |
| Shareholders' agreement | View and download |
| Cap table, 14 October 2026 | View only |
| Northwind services agreement | View only |
Upload what you have, signed or not. Elias scores your readiness and ranks every gap, with the document behind it.
equitly's AI transaction agents, one for each side of the deal. They do the legwork; you and your advisers decide what goes out.
Elias
AI
Hi, I'm Elias, equitly's AI transaction agent for companies.
Layla
AI
Hi, I'm Layla, equitly's AI transaction agent for investors and buyers.
Most deals still run across a data room, a cap table spreadsheet, a signing tool and email. equitly keeps the whole deal on the company's own records.
| The job | Usually | On equitly |
|---|---|---|
| Records and readiness | Folders, a checklist and a lawyer's review | A vault Elias files, with a readiness score and ranked gaps |
| Cap table and the round | A spreadsheet | Built from your documents, with the round modelled |
| Data room | A separate data room tool | Per-party sharing in the deal room, with an access log |
| Questions and requests | Email threads and trackers | One list, answers drafted from your vault and approved by you |
| Due diligence | Read by hand, written up later | A report linked to every document, checked twice |
| Signing and closing | A signing tool and a manual closing book | One agenda, e-signatures and the closing book built at closing |
| After closing | Rights tracked in memos, if at all | A register of every right and deadline, with consents in the platform |
Your vault and deal rooms are hosted in Ireland and encrypted in transit and at rest.
Nothing is shared by default. Each party and its lawyers see only what you share, and every view and download lands in the access log.
PDFs open page by page, stamped with the viewer's name, email and the date.
Your drafts, notes and approvals stay with your team.
An investor's due diligence report stays with the investor; the company never sees it.
Elias and Layla run on Anthropic's Claude models. Your data is not used to train AI models.
Companies from $79 a month. Investors and buyers from $199 a month. Your investors, buyers and lawyers are included.
Start with your vault. Elias files what you have and shows what is missing.
Start for free, no card needed. Or book a 30-minute demo.