EquityList Product Updates

When you move between detailed views — you can now see a breadcrumb trail showing your exact navigation path. Furthermore, clicking any section of the breadcrumb instantly takes you back to that page.

• Clear context: Always know where you are within EquityList.
• Quick navigation: Jump back to higher-level pages in one-click.
• Consistent experience: Available across all major modules inside the platform.

For admins, when you need to review debt alongside equity holdings for any shareholder (under Cap Table > Shares > Shareholders > [shareholder name]), you’ll now also see a dedicated ‘Debentures’ table along with the existing tables for share certificates, convertible debt, SAFEs, and warrants.

The same is applicable for your shareholders when they review their own dashboards.

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When you generate a grant letter, the document now auto-fills with today’s date at the top, instead of using the historical grant date. This keeps the letter aligned with the actual day it’s created.

This update affects Indian companies only.

When you need to prepare expense calculations under IND AS 15 or AS 102, you can now generate cleaner, standardized reports with improved formatting and clear data references. This enables your finance and audit teams get consistent, review-ready outputs every time.

• Simpler layouts: ‘Net Cost’ column removed for clarity.
• Consistent formatting: Number, date, and text alignment now match the Vesting Report style.
• Quick context: Top section now shows “Qty = Quantity | Date Format = YYYY-MM-DD.”
• Currency clarity: Cost columns include a currency symbol header.
• Structured headers: Updated field names for easier reconciliation and analysis.

When you need to update multiple records at once, you can now bulk import data across all major modules using our new ‘Smartsheet’ interface (shortcut: Quick Actions > Bulk Actions).

• Unified imports: Works for ESOP, SAR, and RSU grants, employees, exercises, terminations, and all key instruments like CCDs, SAFEs, and warrants.
• Spreadsheet friendly: Easily upload .xlsx or .csv files using our downloadable templates
  • Tip: Find these templates in the smartsheet itself under File > Export As.
• Smart mapping: Quickly match your spreadsheet columns to platform fields in seconds.
• Bulk actions: Instantly create or update records without manual entry.