EquityList Product Updates

Under Cap Table > Shares > Share Certificates, share splits can now be formally recorded inside EquityList using the transfer workflow.

When creating a transfer, admins can select “Split” as the reason, ensuring the resulting certificate is clearly marked with a ‘Split’ state for easier auditability and downstream tracking.

Transfers to the same shareholder are supported within this workflow, as a mechanism to help represent split activity when no ownership change occurs.

Under Cap Table > Shares > Share Certificates > [Certificate] > ‘Actions’ you can now reflect previously executed share repurchases directly on the platform.

Whether shares were bought back due to an employee departure or the company decides to clean its cap table, you can record repurchases and let EquityList handle all downstream adjustments automatically.

Once recorded, the system updates certificate statuses, adjusts the balance of remaining shares,  and maintains a clean audit trail for compliance.

This ensures your equity records stay aligned with reality, even when transactions happen outside the platform.

• Record both full and partial repurchases with repurchase reason, pricing, and date
• Upload supporting documentation for future audits
• Auto-calculated transaction value with override support
• New certificate automatically issued for remaining shares in a partial repurchase
• Cap table and activity log updated instantly after confirmation

Reports update

• Consistent formatting across cap table reports
  When you review cap table reports, you’ll now see uniform header colors, column widths, and number alignment — matching the formatting used in other equity award reports.
• Overall standardized report format and logic review
  When you generate reports, they now follow the updated layout and logic used in the grant vesting reports — ensuring every report looks and calculates consistently.

Cleaner share class view in ‘Detailed Cap Table Report’

When you review your detailed cap table report (under Cap Table > Exports), you’ll now see only actual share classes (like common and preferred shares). Warrants, CCDs, and other convertible instruments no longer appear since they haven’t been issued yet (thereby, no longer cluttering the report with empty columns).

When you track pool allocations and grants, you’ll now see them on separate pages — reducing confusion and giving each its own detailed view.

• You can find the new ‘Pools’ page on the left-side menu under Equity Awards > Pools.
• The ‘Grants’ page, like earlier, continues to exist under Equity Awards > Grants.

Both pages retain the original categorization and separate list for ESOPs, SARs, and RSUs with clear labels.

(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]