Captable.io Release Notes - 2020
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- Accurately track how much funding you raised with updated capital contribution calculations. What investors paid for stock can be different from the stock class's price per share. You can enter the cash and additional considerations, such as IP, each investors paid.
- An updated app homepage that shows your cap table overview. This view's math is now the same as our cap table spreadsheet report. You can now search for a specific stakeholder and see what they own in this view's Detailed Ownership section.
- Stock plan reserved shares can now be zeroed out. When you retire a stock plan, zeroing it out instead of deleting it lets you keep the stock plan for record keeping.
- Ensure your total authorized / reserved shares are accurate at any point in time by editing your stock class / stock plan's amendment history.
- Fast409A - enter information required by our valuation partner Morgan Stanley's Know-Your-Customer process in the questionnaire, save time on the back-and-forth.
- A custom vesting schedules tranche can now have a 0-month duration. Use it to record shares that vest upfront at the vesting start date.
- Track how much time employees and stakeholders have to exercise their vested options after they leave your company. Create a departure exercise schedule template and apply it to stock option grants. Multiple departure causes, such as disability and retirement, can be tracked separately.
- Create custom vesting schedules with different timed tranches. For example, a stepped, accelerating vesting schedule that vests 10%, 20%, 30%, 40% each year over 4 years.
- Know exactly when and how many shares you vest. View detailed share, exercise and fair market value calculations for each vesting tranche when viewing security details.
- A revised Shareholders view that highlights shareholder info. Shareholder ownership breakdown is moved to the Ownership > Cap Table Overview section.
- Y Combinator - added support for the W21 (Winter 2021) and S21 (Summer 2021) batch.
- Import multiple new stakeholders in bulk using a spreadsheet template.
- Export reports as of a specific date. This cuts down on the manual work for your finance / audit workflows.
- Audit missing documents attached to each security with the new document audit report.
- Export exercise transactions as a spreadsheet report.
- Export shareholder contacts as a spreadsheet report.
- 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.
- The full audit log history can be filtered and exported as a spreadsheet report.
- 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.
- Y Combinator - added support for the S20 (Summer 2020) batch.