EquityList Product Updates

When employees want to exercise their stock options, the draft state has now been disabled and requests are only saved once they’re intentionally locked.

So along with reducing the total number of steps, this further eliminates clutter from incomplete requests and stops unwanted email notifications (especially during blackout periods for listed companies).

When you need to clean up outdated or inactive records, you can now archive draft-stage stakeholders, grants, share certificates, and other equity instruments—while staying compliant with ownership and execution rules.

[Note: Archiving is restricted for any active or linked records to prevent accidental data loss.]

When you're managing high-volume equity operations, the ‘Bulk Actions’ panel helps you save time and reduce manual work—whether you're uploading ESOP, SAR, or RSU grants, handling exercises, processing SAFEs or CCDs, or managing share certificates and convertible notes.

With smart templates, automatic data validations, and instant document generation, you can now process up to 12 types of equity-linked actions—all in one streamlined workspace under ‘Quick Actions’.

Under Equity Awards › ESOP Exercises, an ‘Allotment Date’ field now appears when you mark one or many exercise requests as executed.

Select a date there itself as opposed to manual spreadsheet uploads to back-fill allotment details later.

Under Cap Table › Shares › Share Classes, when adding new a class, the ‘Class Type’ dropdown now lists Compulsorily Convertible Preference Shares (CCPS) alongside Common and Preferred.

The form too has been organized into blocks so you can input data with less scrolling and less chances of errors.

Why it matters:

Elevating CCPS to a separate share class—rather than as a toggle buried with ‘Preferred’ previously—keeps things more organized and is just better user experience.