Captable.io Release Notes - 2020

May 2020

  • Create and audit vesting schedules that can be reused for all vesting securities.
  • Lapsed option grants can be un-lapsed.
  • Investors - your whole team, including your fund admin firm, can now view and manage all your holdings accepted by any team member on one dashboard. Contact support to set this up.
  • Partner offers can now be redeemed with a code when changing the subscription plan and providing a payment. Contact your ecosystem affiliates, such as Y Combinator, SVB and Orrick, for a partner code.

April 2020

  • Cap tables reports and ledgers can now be exported as of a specific date, which cuts down on the manual work for your finance / legal workflows.

March 2020

  • The full audit log history can be filtered and exported as a spreadsheet report.

February 2020

  • Exercise transactions can now be reverted in the app, so errors can be corrected without contacting support.
  • Captable.io ledger export now shows dates and summary statistics for securities that have been canceled, repurchased, vested or exercised.
  • All stock grants from all stock classes are now shown together in a unified stock ledger table, so they can be filtered, sorted and paginated.
  • Live product demo & Q&A with the Captable.io product team can now be scheduled here.

January 2020

  • Y Combinator - added support for the S20 batch.
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