SUPER ADMIN

Capital Quest

The internal command center for your $1M friends & family raise — data room, cap table, investor pipeline, and quarterly updates, all in one place. Fully owned FFH infrastructure — no third-party dependencies.

Platform Compliance

🎯 Raise Progress

Track your path from friends & family close to Seed.

⚡ Quick Actions

Move the raise forward from here.

📜 Recent Activity

🏢 Company Information

The source of truth for officers, incorporation, addresses, and registered agent. Shown to investors in the gate-guarded Data Room.

💎 Capital Raise Playbook

A short, opinionated roadmap for your $1M F&F / Hybrid Collaborative Partner Fund. Check items off — they sync to your Capital Raise project board automatically.

Document	Category	Visibility	Uploaded	Actions
No documents yet. Click "Upload Document" or "Seed Sample Categories" to get started.

📚 Standard Data Room Categories

For a pre-seed F&F round, aim for at least one document in each of these six buckets.

📘 Formation
Articles of Incorporation, Bylaws, EIN letter, 83(b) filings.

🎯 Pitch Materials
Pitch deck, one-pager, elevator video, investor FAQ.

💵 Financials
3-year model, cap table, use of funds, historical P&L.

👥 Team
Founder bios, advisory board, org chart, key hire plan.

📈 Traction
User metrics, partnership letters, press, testimonials.

⚖️ Legal
IP assignments, employment agreements, SAFE templates.

Ownership Distribution

Holders

Summary

Holder	Type	Shares / Amount	Invested	% Ownership	Date	Actions
No holders yet. Click "+ Add Holder" to start your cap table.

Compose

Period

Subject

Body

Preview

Subject appears here

Period

Your body copy will render here as you type.

📜 Update History

Saved investor updates. Copy and paste into your mail client to send.

Period	Subject	Saved	Actions
No updates saved yet. Compose your first one above.

📊 Equity Center

Equity Center · Cap Table & Board Mgmt

Cap table, stock grants, board members, and board actions — all in one place. Targets 3 taps from "grant stock" to "sent for signature".

Shareholders

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Active grants

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Board members

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Schema live: equity_shareholders, equity_grants, equity_board_members, equity_board_actions (Supabase migration 006). Next session: Stock Grant 3-step wizard + cap-table view.

📝 Documents Center

Corp Docs with eSign & Mgmt

Pre-loaded FFH boilerplate. Click a template → pick recipient → Send. Canvas signature capture + audit trail. 3 taps to success.

🔒 Mutual NDA

Two-way confidentiality

🤝 MOU

Partnership framework

🎓 Advisor Agreement

Equity-for-advisory

✍️ Consulting / SOW

Paid scope of work

Recent sends

— No sends yet

Schema live: documents_templates (4 seeded), documents_sent, documents_signatures, documents_audit (migration 006). Next session: 3-tap send flow + canvas signature + Edge Function email.

Capital Quest

📁 Investor Data Room

📊 Cap Table

🎯 Investor Pipeline

✉️ Investor Updates

Subject appears here

Add Document to Data Room

Add Cap Table Holder

Add Investor to Pipeline

📊 Equity Center

📝 Documents Center