Specialized time is consumed reconciling sources
Documents, calculations and parallel spreadsheets make every new event operationally expensive.
Eqdeal solutions
Technology and operations for legal teams
Expand capacity without displacing legal authority.
Transform documents, instruments and equity events into structured, traceable operations while the firm remains at the center of judgment.
Designed for
- Corporate, venture capital, M&A and equity-compensation practices
- Firms with recurring rounds, convertibles or incentive plans
- Legal operations teams organizing a multi-client practice
Core outcomeLess repetitive work. More capacity for analysis and advice.
The operating challenge
Capital work breaks when context is fragmented.
Eqdeal creates continuity between the information you receive, the decisions you make and the records you need tomorrow.
The structure stops evolving after the legal delivery
A completed transaction often ends in a static file without operational continuity.
Technology can blur professional responsibility
The firm needs efficiency without displacing interpretation, approval, authorship or signature.
Connected capabilities
One operational foundation, built around your responsibilities.
Use the platform directly or through an authorized agent without losing control of the underlying records.
Equity operations
Connect documents, instruments, events, calculations and history.
Multi-client method
Replicate processes with isolated permissions and clear responsibilities.
Assisted operation
Let Eqdeal organize approved sources and execute defined routines.
Integrated legal delivery
Include Capo only when the firm explicitly chooses a separately scoped legal service.
Connected operating journey
Information enters once and becomes more useful over time.
The workflow can start with one representative project and expand without rebuilding the operating history.
- 01
Inventory approved sources
Map documents, instruments, stakeholders, historical events and inconsistencies.
- 02
Build the operational representation
Structure calculations, permissions and evidence for the firm's review.
- 03
Support the legal workflow
Model rounds, conversions, incentive plans and recurring governance events.
- 04
Preserve continuity
Keep the approved structure useful for reporting, future work and client operations.
AI-first, permission-aware
Automate retrieval and operational preparation without automating the legal conclusion.
Connect an MCP-compatible agent with OAuth. It receives only the companies and capabilities available to the signed-in user, while Eqdeal remains the system of record.
Review MCP connection optionsAsk your agent
“List instruments that do not reconcile with the current ownership position.”
“Prepare a comparison of this scenario for the responsible lawyer's review.”
“Show the source and history behind each stakeholder position.”Sensitive changes remain subject to Eqdeal permissions, validation and confirmation.
Delivery models
A clear operating model before the work begins.
Investment under consultation. The proposal reflects volume, modules, implementation, integrations, support and professional responsibilities.
- 01Platform operated and reviewed by the law firm.
- 02Eqdeal-assisted operations with firm approval.
- 03Eqdeal + Capo delivery with explicit roles and contracts.
Responsibility made explicit
Eqdeal does not issue legal opinions or sign legal work. In the standard models, the law firm interprets, approves and signs the legal conclusion.
Next step
Let's design the right Eqdeal operation for you.
Tell us what you manage today, where the data lives and which decisions need a better foundation.