[NEW] Our Product Recap for Q2 2025 is live.
Learn more
Icon Rounded Closed - BRIX Templates
Product Updates
>
Record past share repurchases with automatic cap table updates

EquityList Product Updates

record-past-share-repurchases-with-automatic-cap-table-updates
all posts

Cap Table

Record past share repurchases with automatic cap table updates

Under Cap Table > Shares > Share Certificates > [Certificate] > ‘Actions’ you can now reflect previously executed share repurchases directly on the platform.

Whether shares were bought back due to an employee departure or the company decides to clean its cap table, you can record repurchases and let EquityList handle all downstream adjustments automatically.

Once recorded, the system updates certificate statuses, adjusts the balance of remaining shares,  and maintains a clean audit trail for compliance.

This ensures your equity records stay aligned with reality, even when transactions happen outside the platform.

  • Record both full and partial repurchases with repurchase reason, pricing, and date
  • Upload supporting documentation for future audits
  • Auto-calculated transaction value with override support
  • New certificate automatically issued for remaining shares in a partial repurchase
  • Cap table and activity log updated instantly after confirmation