# 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](https://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](/capsign/getting-started/key-concepts.md#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](/capsign/getting-started/key-concepts.md#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](/capsign/getting-started/key-concepts.md#attestations) ## Next Steps Now that you're set up, explore these guides: ### For Users * [**Identity Verification Guide**](https://github.com/capsign/docs/blob/main/guides/identity-verification.md) - Detailed KYC walkthrough * [**Managing Your Wallet**](https://github.com/capsign/docs/blob/main/guides/managing-your-wallet.md) - Wallet operations * [**Viewing Attestations**](https://github.com/capsign/docs/blob/main/guides/viewing-attestations.md) - Understanding your credentials * [**Security Best Practices**](https://github.com/capsign/docs/blob/main/guides/security-best-practices.md) - Keep your account safe ### For Developers * [**Protocol Overview**](/capsign/protocol-developers/protocol.md) - Understand the smart contracts * [**Interface Documentation**](https://github.com/capsign/docs/blob/main/interface/README.md) - Build on CapSign * [**API Reference**](https://github.com/capsign/docs/blob/main/api-reference/README.md) - 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**](/capsign/getting-started/faq.md) - Common questions and answers * [**Discord Community**](https://discord.gg/gSmnZ9wmNv) - Chat with users and team * [**Email Support**](mailto:support@capsign.com) - Direct support * [**Troubleshooting Guide**](https://github.com/capsign/docs/blob/main/advanced/troubleshooting.md) - Technical issues *** **Ready to start?** [Create your account now](https://app.capsign.com) → --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://capsign.gitbook.io/capsign/getting-started/quickstart.md?ask= ``` The question should be specific, self-contained, and written in natural language. 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