Equafy
Equafy’s supplied website redirects to getaportia.com, whose homepage identifies the product as Aportia.
What Equafy is
Equafy’s supplied website redirects to getaportia.com, whose homepage identifies the product as Aportia. It is a web-based cap table, team, and legal management product supporting static, hybrid, and dynamic equity models. Users can record cash, work, tangible, intangible, and other contributions, including recurring entries and simulations. Equity administration covers share classes, vesting, grants, SAFEs, convertible notes, share issuance, and funding-round simulation. Cap tables import from Excel, Google Sheets, Numbers, or CSV, while equity documents export as PDFs. Shareholders may receive individual logins to see their shares, ownership percentage, estimated value, vesting, grants, and contribution history. Listed controls include a full audit log, role-based access, atomic share operations, and private company-scoped document storage. Data is encrypted in transit and at rest, with SOC 2-compliant infrastructure. Plans include one project and unlimited members. Monthly pricing is $19.99 a month, or $199.99 a year, each after a 7-day trial. There is no free plan.
Good
- Supports static, hybrid, and dynamic equity models
- Tracks recurring contributions and simulations
- Imports Excel, Sheets, Numbers, and CSV cap tables
- Shareholders can review personal ownership details
- Includes audit logs and role-based access
Watch out
- Supplied domain redirects to a differently named product
- Every listed plan includes one project
- No free plan
- Legal templates are not professional legal advice
Who it suits
Equafy/Aportia suits companies managing cap tables, contributions, shareholder access, and equity documents. It also fits teams needing English or Spanish support and imports from common spreadsheet formats.
Verdict
Aportia combines equity administration, contribution records, shareholder access, and document handling in a web service. Its one-project limit and paid-only structure should be considered before choosing a plan.
Plans and prices
From Equafy's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Monthly Plan | $19.99 a month | 1 project · Unlimited members · All Slicing Pie models · PDF report export · Priority support · Vesting and grants · SAFEs and convertible notes · Share transfers and issuance · Round simulator · Full audit log · Legal document templates · $19.99/month after a 7-day free trial |
| Yearly Plan | $199.99 a year | 1 project · Unlimited members · All Slicing Pie models · PDF report export · Priority support · 2 months free vs monthly · Vesting and grants · SAFEs and convertible notes · Share transfers and issuance · Round simulator · Full audit log · Legal document templates · $199.99/year after a 7-day free trial |
The facts
Each one read from Equafy's own pages, with the date it was checked.
What it does
- Contribution tracking
- The feature page says users can log cash, work, tangible, intangible, and other contributions, including recurring contributions and simulations.checked 7 Oct 2026
- Data processors
- The privacy policy names Stripe for payments, Supabase for authentication, database storage and backend services, and Vercel for cloud hosting and frontend delivery.checked 7 Oct 2026
- Domain redirect
- The supplied getequafy.com address redirects to getaportia.com, whose current homepage identifies the product as Aportia.checked 7 Oct 2026
- Encryption and infrastructure
- The Legal Center states that data is encrypted at rest and in transit and that the infrastructure is SOC 2 compliant.checked 7 Oct 2026
- Equity administration
- Features include share classes, vesting, grants, SAFEs, convertible notes, share issuance, and funding round simulation.checked 7 Oct 2026
- Imports and exports
- Users can import cap tables from Excel, Google Sheets, Numbers, or CSV, and export equity documents as PDFs.checked 7 Oct 2026
- Integrations
- The feature page says cap tables can be imported from Excel, Google Sheets, Numbers, or CSV; the privacy policy names Stripe, Supabase, and Vercel as service providers.checked 7 Oct 2026
- Legal-use caveat
- The Legal Center says its legal resources and templates are not professional legal advice and recommends review by a qualified legal expert.checked 7 Oct 2026
- Notable limit
- All listed subscription plans include one project, while members are unlimited.checked 7 Oct 2026
- Privacy rights
- The privacy policy describes GDPR and CCPA rights and says the company does not sell personal information.checked 7 Oct 2026
- Security controls
- The feature page states Aportia has a full audit log, Supabase Auth login, role-based access controls, atomic share operations, and private company-scoped document storage.checked 7 Oct 2026
- Shareholder access
- Shareholders can have individual logins to view their own shares, ownership percentage, estimated value, vesting, grants, and contribution history.checked 7 Oct 2026
- Support and languages
- The feature page lists a help center, in-dashboard support contact, and an interface available in English and Spanish.checked 7 Oct 2026
- What it does
- Aportia provides cap table, team, and legal management, including static, hybrid, and dynamic equity models.checked 7 Oct 2026
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