EquityList Product Updates

Tax ID and Securities Account documents can no longer be downloaded during account approval. They can only be viewed in the in-platform PDF viewer, preventing local downloads during approval.

Why it matters: These documents contain sensitive personal and identity information. Making them view-only during account approval enhances privacy and compliance by preventing the files from being downloaded and stored locally.

Equity Awards > Pools

When configuring a SAR pool, you can now choose a new ‘Cash + Stock’ settlement method, in addition to the existing Cash and Stock options.

• Cash: No impact on share dilution; settled in cash only
• Stock: Full impact on dilution; settled in shares
• Cash + Stock (new): Full impact on dilution — because the split isn't fixed at setup, the full pool is treated as stock-settled.

Equity Awards > Reporting

The reporting experience has been redesigned to make reports easier to find. Your most frequently used reports are now surfaced at the top, and improved search lets you narrow down to the exact report you need.

In the PDF editor used for e-signing documents, you can now place fields — such as signature, designation, and stamp — directly onto a document by dragging and dropping them from the UI, rather than inserting template variables as before.

You can add multiple signature blocks anywhere on the page and assign each one to a different signatory — so the layout matches your company's legal document requirements, where different signatories may sign in different places.

Cap Table > Shares > Share Certificates

The share certificate section has had a full UI overhaul, moving to a cleaner tabbed layout that reduces clutter and improves readability.

Share issuance details (how shares were issued on the cap table) and consideration data (the value exchanged to acquire them, i.e. cost basis) are now clearly separated rather than mixed together.