EquityList Product Updates

(Under Company > Banking Information) When you need to store or verify bank details for fundraising, you can now capture both global and region-specific banking fields — all validated automatically based on the selected country.

• Smart forms: Common fields like Bank Name, Account Number, and Entity Type appear by default.
• Region-aware fields: IFSC and PAN in India, ACH Routing and EIN in the US, IBAN/SWIFT globally, and more.
• Built-in validation: Ensures every field follows regional banking standards before submission.
• Secure & compliant: All financial data is encrypted, logged, and auditable.
• Scalable system: Supports continuous expansion to new countries and regulatory requirements. [Note: Currently, available only on request]

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.