Captable.io Release Notes

April 2019

  • 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.

March 2019

  • 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.

February 2019

  • 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
  • This Captable.io Support Knowledge Base!

January 2019

December 2018

  • Automatically create matching stock grants during stock option exercises
  • Easily switch between your favorite LTSE tools like Captable.io with the new tool switcher
  • Support for the new Y Combinator post-money SAFE throughout the app, including ability to convert to fixed ownership
  • Added special support for Y Combinator Winter 2019 batch companies, for example, the ability to Quick Create a YC Deal
  • Updated NoteGenie.io and SAFEGenie.io to support all convertible instruments, including post-money SAFEs

October 2018

  • 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 ray@ltse.com 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.
  • Your Captable.io account is now your LTSE Account, providing you access to multiple tools for building startups.
  • An email notifications is sent to all cap table admins when a new admin is added.

September 2018

  • 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.

August 2018

  • 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

July 2018

  • Repurchase restricted stock

March 2018

  • For Y Combinator companies, you can now import your fundraising info from Clerky

February 2018

  • Issue restricted stock from option pool
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