Quickstart

Get started with CapSign in minutes. Create your smart wallet instantly with Face ID or Touch ID - no complex setup required. Identity verification can be completed later when you're ready to invest.

Prerequisites

To create your account, you'll need:

• A device with Face ID or Touch ID (iOS, Mac, Android with biometric support)

• A stable internet connection

That's it! No email, no government ID - just your biometric authentication. You can start exploring immediately.

Step 1: Create Your Account

Visit app.capsign.com to create your account.

What Happens:

1. Click "Sign Up" or "Get Started"

2. Set up biometric authentication

   • Your device will prompt you to use Face ID or Touch ID

   • This creates a secure passkey stored in your device's secure enclave

3. Create your smart wallet

   • A smart account (ERC-4337) is automatically created

   • Your wallet address is derived from your passkey's public key

   • No seed phrases to manage!

What is a Smart Account?

Your CapSign account uses a smart contract wallet that:

• Requires biometric authentication for all actions

• Supports gasless transactions (no need to hold ETH)

• Can be recovered through social recovery mechanisms

• Works seamlessly across multiple devices

Time required: 30 seconds

Step 2: Explore the Platform

You can now explore CapSign and familiarize yourself with the interface. Many features are available immediately without identity verification.

What You Can Do Without Verification

• View your wallet and address

• Explore the interface

• Read documentation

• Set up account preferences

• Add additional contexts (when invited to entities)

Step 3: Complete Identity Verification (When Ready)

When you're ready to invest or access regulated features, complete identity verification.

Why Identity Verification?

CapSign operates in private securities markets and requires KYC (Know Your Customer) compliance for investment activities. This protects both you and the platform while ensuring regulatory compliance.

Verification Process:

1. Navigate to Settings → Identity Verification

2. Complete verification through Persona

   • CapSign uses Persona (via Bridge.xyz integration) for identity verification

   • Provide basic information and ID documents

   • Complete liveness check with selfie

3. Automated verification

   • Persona performs real-time identity checks

   • Results typically within 1-5 minutes

   • Manual review if needed: 1-24 hours

What Happens Behind the Scenes:

• Your information is verified through Persona via Bridge.xyz integration

• An attestation is created on-chain via Ethereum Attestation Service (EAS)

• This attestation proves your identity without revealing personal details

• The attestation is linked to your wallet address

Issuer-Issued Attestations

In addition to identity verification, issuers can issue attestations for their users directly through the CapSign UI:

• Accredited Investor Status - Issuers verify and attest to accreditation

• Professional Credentials - Custom attestations for qualifications

• Custom Attestations - Application-specific credentials

These issuer attestations are used primarily for investment qualification and compliance.

Time required: 5-10 minutes (plus review time)

Note: Verification is required for investment activities, but you can create your account and explore the platform without it.

Step 4: Explore Multi-Entity Workflows

Once you're set up, CapSign supports complex organizational access patterns.

Understanding Contexts

CapSign supports multi-entity workflows through context switching:

Use Cases:

• Individual Investor: Your personal investment account

• Corporate Employee: Access your company's investment entity

• Fund Manager: Manage multiple SPVs and fund entities

• Multi-Role: Switch between GP of Fund A, LP in Fund B, CFO of Corp C

How It Works:

1. Click the account context menu (top right)

2. Select the entity you want to access

3. All features now operate in that context

4. Switch instantly - no logging in and out

Example: You're a fund manager with 3 SPVs and also an LP in another fund:

• Context 1: Personal account (individual investor)

• Context 2: SPV Alpha (GP role)

• Context 3: SPV Beta (GP role)

• Context 4: SPV Gamma (GP role)

• Context 5: XYZ Fund (LP role)

Switch between all five from the context menu.

Your Dashboard

After logging in, you'll see:

• Current Context - Which entity you're operating as

• Wallet Balance - Smart account balance for current context

• Attestations - Identity credentials (once verified)

• Documents - Signed and pending documents

• Activity - Recent transactions and actions

Key Features to Try

1. View Your Attestations

   • See all identity attestations linked to your account

   • Share attestations with third parties

   • Understand what each attestation means

2. Sign a Document

   • Navigate to Documents

   • Upload or select a document

   • Sign with your biometric authentication

   • The signature is recorded on-chain

3. Manage Your Wallet

   • View your wallet address

   • Check balances across different tokens

   • Review transaction history

4. Explore Settings

   • Update profile information

   • Configure notification preferences

   • Manage connected accounts

   • Review security settings

Understanding Key Concepts

Smart Accounts

Your CapSign account is a smart contract wallet (ERC-4337), not a traditional externally owned account (EOA). This means:

• Programmable - Advanced features like recovery, spending limits, and multi-sig

• Gasless - Platform sponsors gas fees for certain operations

• Secure - Multi-factor authentication and advanced security features

Learn more: Key Concepts - Smart Accounts

Passkeys

Instead of passwords or seed phrases, CapSign uses passkeys:

• Stored in your device's secure enclave (never on servers)

• Protected by Face ID or Touch ID

• Can't be phished or stolen remotely

• Synced securely across your devices via iCloud Keychain or Google Password Manager

Learn more: Key Concepts - Passkeys

Attestations

Attestations are on-chain credentials that prove facts about you:

• Identity verification (KYC)

• Accredited investor status

• Geographic location

• Age verification

• Custom credentials

Learn more: Key Concepts - Attestations

Next Steps

Now that you're set up, explore these guides:

For Users

• Identity Verification Guide - Detailed KYC walkthrough

• Managing Your Wallet - Wallet operations

• Viewing Attestations - Understanding your credentials

• Security Best Practices - Keep your account safe

For Developers

• Protocol Overview - Understand the smart contracts

• Interface Documentation - Build on CapSign

• API Reference - Complete API documentation

Troubleshooting

Can't create account?

• Ensure your device supports Face ID or Touch ID

• Check that you're using a supported browser (Chrome, Safari, Edge)

• Clear browser cache and try again

Verification taking too long?

• Most verifications complete within minutes

• Check your email for any requests for additional information

• Contact support if verification exceeds 24 hours

Can't sign in?

• Ensure biometric authentication is enabled on your device

• Try the "Use a different passkey" option

• Contact support for account recovery assistance

Getting Help

Need assistance? We're here to help:

• FAQ - Common questions and answers

• Discord Community - Chat with users and team

• Email Support - Direct support

• Troubleshooting Guide - Technical issues

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Ready to start? Create your account now →