Multi-Entity Accounts

CapSign supports managing multiple organizational contexts from a single login through context switching.

What is Multi-Entity Support?

With multi-entity support, you can access multiple investment accounts from a single CapSign account:

  • Personal Account - Your individual investments

  • Corporate Accounts - Companies you're authorized to represent

  • Fund Accounts - Investment funds and SPVs you manage

  • Multiple Roles - Different roles in different organizations

No need to log in and out - just switch contexts from the account menu.

How It Works

Context Switching

Each context has its own:

  • Wallet address - Separate smart wallet for each entity

  • Identity - Separate legal identity (individual vs. entity)

  • Permissions - Different capabilities in each context

  • Assets - Separate token holdings and investments

Account Menu

The account menu (top right of the app) shows:

  • Current context - Which entity you're operating as

  • Available contexts - All entities you have access to

  • Context switcher - One-click switching between entities

Use Cases

1. Fund Manager with Multiple SPVs

Scenario: You manage 3 SPVs and are also an LP in another fund.

Contexts:

  1. Personal Account - Your individual investments

  2. SPV Alpha (GP role) - Real estate fund

  3. SPV Beta (GP role) - Venture capital fund

  4. SPV Gamma (GP role) - Secondary market fund

  5. XYZ Fund (LP role) - LP investment in another fund

Workflow:

  • Create an offering as SPV Alpha

  • Invest in an offering as Personal Account

  • Review investments as SPV Beta

  • View LP statements as XYZ Fund

2. Corporate Employee

Scenario: You work at a company that makes corporate investments.

Contexts:

  1. Personal Account - Your individual investments

  2. Acme Corp (Employee role) - Company investment account

Workflow:

  • Invest personally as Personal Account

  • Sign documents on behalf of the company as Acme Corp

  • Review company portfolio as Acme Corp

3. Multi-Fund LP

Scenario: You're an LP in multiple investment funds.

Contexts:

  1. Personal Account - Your individual account

  2. Fund A (LP role) - LP in Fund A

  3. Fund B (LP role) - LP in Fund B

  4. Fund C (LP role) - LP in Fund C

Workflow:

  • Make new investments as Personal Account

  • Review Fund A performance as Fund A

  • Sign subscription docs as Fund B

Context Features

Personal Context

Available to: Everyone (default)

Capabilities:

  • Browse offerings

  • Invest in offerings (with KYC)

  • Hold tokens

  • Sign documents

  • View attestations

Cannot:

  • Create tokens

  • Create offerings

  • Issue attestations

Entity Context

Available to: Authorized representatives of legal entities

Capabilities:

  • All personal context features, plus:

  • Create tokens

  • Create offerings

  • Issue attestations (accreditation, etc.)

  • Manage entity profile

  • Add/remove authorized signers

Requirements:

  • Entity must complete KYC

  • You must be an authorized representative

Setting Up Multi-Entity Access

Adding an Entity Context

  1. Complete personal KYC if you haven't already

  2. Entity completes KYC through their admin

  3. Entity adds you as an authorized signer

  4. You receive invitation via email

  5. Accept invitation in the app

  6. New context appears in your account menu

Switching Contexts

  1. Click the account menu (top right)

  2. Select the context you want to switch to

  3. The app reloads in that context

  4. All actions now operate as that entity

Current Context Indicator

The current context is always displayed in the account menu and at the top of key pages:

🏢 Operating as: SPV Alpha

This helps you confirm which entity you're acting on behalf of.

Security Considerations

Signatures

When you sign a transaction or document in an entity context:

  • The signature is legally binding for that entity

  • You are representing the entity, not yourself

  • Make sure you have proper authorization

Wallet Ownership

  • Personal context - You own the smart wallet (passkey-controlled)

  • Entity context - The entity owns the wallet (EOA-controlled)

    • You sign on behalf of the entity with your EOA wallet

    • Multiple people can be authorized signers

Permissions

Different users may have different permissions within an entity:

  • Admin - Full control, can add/remove users

  • Signer - Can sign documents and transactions

  • Viewer - Read-only access to entity data

(Permission system coming soon)

Technical Details

How Context Switching Works

  1. Authentication - You authenticate once with your personal passkey

  2. Session storage - Your current context is stored in your session

  3. API calls - All API calls include your current context

  4. Smart contract interactions - Transactions use the context's wallet

Wallet Types by Context

  • Personal context - ERC-4337 smart wallet (passkey-controlled)

  • Entity context - ERC-4337 smart wallet (EOA-controlled)

    • You sign with an EOA wallet (MetaMask, Coinbase Wallet, etc.)

    • The entity wallet then executes the transaction

Learn more: Wallet Architecture

Best Practices

1. Always Check Current Context

Before signing anything, verify you're in the correct context:

🏢 Operating as: [Entity Name]

2. Keep Contexts Separate

Don't mix personal and entity funds:

  • Personal investments → Personal context

  • Entity investments → Entity context

3. Maintain Proper Records

Keep records of which context you used for each action for:

  • Tax purposes

  • Audit trails

  • Legal compliance

4. Use Descriptive Entity Names

When setting up entities, use clear names:

  • ✅ "Acme Ventures Fund I"

  • ✅ "Beta Real Estate SPV"

  • ❌ "My Fund"

  • ❌ "SPV 1"

Troubleshooting

I don't see an entity context I should have access to

  1. Check that the entity admin added you as an authorized signer

  2. Accept the invitation if you received an email

  3. Refresh the page to reload contexts

  4. Contact the entity admin if you still don't see it

I'm seeing transactions I didn't make

Check the current context - you may be viewing an entity's transactions, not your personal transactions.

I can't create a token in my personal context

Only entity contexts can create tokens. Switch to an entity context or create one.

FAQs

Q: How many contexts can I have? A: Unlimited. You can be associated with any number of entities.

Q: Can I have multiple personal contexts? A: No. You have one personal context. Use entity contexts for organizational accounts.

Q: Who owns the tokens in an entity context? A: The entity owns the tokens, not you personally.

Q: What happens if I leave an organization? A: The entity admin removes your access, and the context disappears from your account menu.

Q: Can I transfer tokens between contexts? A: Yes, but it's a transfer between two separate wallets. The sender context sends to the receiver context's wallet address.

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