Docs/Getting Started/Quickstart Guide

Welcome to Kapitalyze

This guide will help you get up and running with Kapitalyze in under 30 minutes.

Step 1: Create Your Account

Visit kapitalyze.com/register and sign up with your work email. You will receive a verification email within a few minutes.

Step 2: Set Up Your Company

After logging in, enter your company name, CIN (if available), registered address, and other basic details. You can also import this information by entering your CIN.

Step 3: Add Your Team

Invite your team members by entering their email addresses and assigning roles such as Admin, Editor, or Viewer.

Step 4: Configure Modules

Enable the modules you need from the Settings page. Start with Cap Table, Compliance Calendar, and Board Meetings.

Step 5: Import Data

Use our import tool to bring in shareholder data, director information, and historical compliance records from spreadsheets.