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New stakeholder dashboard (Jan 2026)

EquityList Product Updates

stakeholder-dashboard-jan-2026

New stakeholder dashboard (Jan 2026)

Your stakeholders' equity now looks and feels like the real investment they are.

We've completely redesigned the stakeholder dashboard with clearer numbers, better visibility, and an experience that treats equity the way any serious financial holding should be treated.

What’s new(er)? 👇️

Re-designed ‘Home’ page

A portfolio-style dashboard showing total vested value, equity growth over time, and pending actions.

‘Grants’ page

Stakeholders can view their grants at a glance with status, vesting progress, and current value.

New ‘Ledger’ page

A complete transaction history so stakeholders can see exactly how their equity changed over time.

Deep-revamp to ‘Beneficiary’ section (under ‘Settings’)

Stakeholders can add beneficiaries, allocate them equity by percentage, and store proof-of-identity verification.

New ‘Liquidate’ page

Stakeholders can register interest in future liquidity events (like buybacks) and estimate their potential proceeds with the built-in simulator.

‘Exercise’ page

A clearer way to create and track exercise requests with status, amounts, and perquisite breakdowns.