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.
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 email@example.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.
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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