Shareholder data properties are now clearer and more comprehensive. There's also a new Shareholder Information view to show all the data properties. Because we transitioned from full name only to first and last name, you may need to edit your shareholder to split the name.
Set up stock legend for your company, which can then be added to stock grants. A default legend element called "Default - Securities Act of 1933" is added as an example, which you can edit and add to based on your needs.
Securities that were accepted by shareholders are protected from edit and delete.
To improve long-term record keeping, we now link stock grants that result from repurchases to the original RSA grant.
Track whether your company issues certificate-free stock so Captable.io can help you deliver Notice of Issuance of Stock to your shareholders.
Option grant vesting visualization now reflects whether the grant's vesting was stopped.
Stock grant and certificate IDs uniqueness is now enforced. We also warn you if you used duplicate IDs in the past.
More transparent and easy-to-understand access control levels.
Fully diluted ownership sharing can now be turned off for each company.
Vesting calculations now group fractional shares into whole shares, instead of rounding for every period.
Fast409A submission and payment process is now more robust thanks to a new technical implementation with our 409A valuation partner Morgan Stanley.
Timeline view can now be paginated, loads much faster for large cap tables.
Cap table import and export templates are now unified into a single template. We added cap table summary statistics and rounded out the exported shareholder data fields. It also has a fresh new design!
You can now upload a Microsoft Powerpoint (.pptx) file as an attachment.
View and sort Stock Options, Exercises and Restricted Stock Awards across all your stock plans.
Quickly understand what's granted and what's still available in your stock plans with new visualizations and summary statistics.
Stay compliant with IRS Section 83(b) election tracking.
To improve long-term record keeping, we now link the option grant and resulting stock grant together during an exercise, and show you the unexercised balance for every option grant.
More comprehensive and transparent data for shareholders with summary statistics and layout for large shareholdings in the revamped shareholder portal. Views are updated to be consistent with company stock plan view.
Keeping an eye on what's changed on your cap table helps you keep it safe. We added an Activity Digest email notification. It's sent weekly on Monday to all your cap table admins. There's also a new Notification Settings view in the app.
We added a new Company view, where you can easily find your company information and 409A valuations. All cap table related views are consolidated in the Ownership view.
Enter a custom lapsed date when lapsing options.
Add post-money SAFE support in our Clerky integration for supported Y Combinator batches
Y Combinator companies can now sign up by themselves to access all YC-specific features
In Convertible Instrument Calculator, we now highlight Series A investors’ portion so you can see how pro rata investors shrink the Series A availability
For law firms, there’s now an easy way to manage lots of client cap tables at scale with our new law firm dashboard. A dedicated master admin at your firm can manage access for your legal team as members rotate on and off of projects. Contact firstname.lastname@example.org to set up your firm’s dashboard.
Federal exemption can now be tracked for eligible equity awards. Rule 701 and Section 4(a)(2) are supported.
Assess your Rule 701 exemption eligibility with the new Rule 701 Report.
An email notifications is sent to all cap table admins when a new admin is added.
Moved exercised stock options to Securities -> Plans view so they can be tracked with stock option grants. Exercised stock options no longer change the allocated shares in your stock plan, or the number of authorized shares in the underlying stock class.
Cancelled restricted stock is no longer part of the total In Shareholder detail view
Added in-app help and improved labeling for fully diluted total shares across all share classes
Repurchase restricted stock
For Y Combinator companies, you can now import your fundraising info from Clerky
Issue restricted stock from option pool
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