Captable.io Release Notes - 2020
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- A new cap table overview. The summary 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 the detailed ownership view.
- 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 the cap table report and ledger reports as of a certain date, great for accounting and tax work.
- 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.
- 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.
- 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.