November 2023
- Bulk issuance in-app🐫
- Transaction history report for convertible loan notes📃
- Google SSO 💻
- Reminder to file for the ERS annual return 🔔
- Stakeholder transactions 👯
- Register of allotment 🎰
Bulk issuance in-app 🐫
Capdesk offers you the possibility of issuing Options, Share Grants, Warrants, RSUs and Phantom (Virtual) Shares in bulk using our in-app workflow. By doing this, you will not need to resort to fill in information in a spreadsheet. This saves time and you do not have to switch between different apps to issue grants to various stakeholders at the same time.
This support article will guide you through the steps of the process.
Transaction history report for convertible loan notes 📃
You can now download a report for your convertible loan note transactions. Click on the Convertible loan note tab on the left hand side of the menu and then select Reports. Customise your report and then click Request report.
Google SSO 💻
We have added a new alternative to sign up to Capdesk - Google SSO. Find all the details in this support guide.
Reminder to file for the ERS annual return 🔔
Just in time for the July 6 2024 deadline, we have implemented a reminder email (similar to what we already have for EMI and CSOP) when it is time for file for ERS annual return. If you have 2 or more types of plans, then instead of sending you both a CSOP and EMI reminder email, those 2 emails are now bulked into 1 email.
Stakeholder transactions 👯
The stakeholder transactions page combines all of a stakeholders' holdings across all securities and types and allows administrators to see all of a stakeholders' transactions in one place!
Simply head to the Stakeholders page under Company stakeholders, then select Inspect transactions by clicking on the three dotted action button next to each stakeholder.
Register of allotments 🎰
We have just released support for maintaining a register of allotments which is always in sync with your Cap Table. You'll find the register under the brand new Company registers section in the left menu.
Here's a list of features we've added:
Cap table and allotments (in the register) are always in sync
Pending tab to review and work with allotments before publishing to your register
Adding allotments from existing or new transactions (individually or in bulk)
Ability to publish pending allotments to your register of allotments
Support for SH01 filing from either the published register or pending allotments (and filing statuses on allotments)
Support for exporting (XLSX) the published register or pending allotments
Find the full support article here.
Comments
0 comments
Article is closed for comments.