EquityList Product Updates

What's new?
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Admins can now select the preferred settlement option for their SAR pool. Choosing ‘share- based' settlement will now impact your fully diluted cap table, whilst cash won’t.
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• # of new grants issued and breakdown of their status
• # of new share certificates issued
• Status of pending grant executions
• Data room activity
• Investor update activity

• Track the number of grants executed, pending, or in the draft stage
• Breakdown of reasons for pending grants that require your immediate attention
• Number of employees invited
• Data Room usage and view count
• Investor Updates sent, and more.

We have currently released a beta version and have focussed on Equity Grants, Investor Communication, and Data Rooms for the time being.

We plan to add a lot more insightful graphs and metrics in the coming days to empower your equity management oversight and decision-making.

• You can now use the admin activity log to audit and investigate admin-related events
• View records of actions performed by individual admins across different suites with corresponding time stamps
• Apply admin-wise filter and export as a .csv file

• Clean UI and platform experience, easier to navigate
• Actions Board added to highlight any pending actions from an employee’s end or important company notifications
• Enhancements to data validations when submitting a new Exercise Request
• Revamped ‘Value Calculator’