What's new in Capdesk - May 2024

May 2024

• Adding a reason to grant issuances 
• View grant transactions when previewing employee dashboards
• Personalised access for stakeholders
• Register of Members
• Account setup overview
• More actions on a stakeholder level

Adding a reason to grant issuances

Keep track of how much of your pool is used for employee acquisition (new hire) vs. retention (promotion, refresh, etc) by adding a grant reason to grant issuances.

View grant transactions when previewing employee dashboards

As an administrator you are now able to click View transactions on the employee dashboard when previewed. If draft mode is OFF, only published transactions will be reflected, if draft mode is ON, both published and draft transactions will be shown.

Personalised access for stakeholders

The access settings for investors and grantholders in the Stakeholders settings page are now customizable per stakeholder. You can now tailor the information you share with your stakeholders, allowing for more precise and effective communication.

Find more information on how to set this up here. 

Register of members

A register of members (ROM) is one of the most important statutory registers which a UK company must maintain. It contains details of shareholders and their holdings and it is a crucial piece of staying compliant and you can now use it on Capdesk.

Find more information on how to set it up here.

Account setup overview

To fully benefit from your Capdesk subscription, it's essential to finish the tasks outlined on your Account setup page. Setting up your company's Capdesk account is a simple three-step process which you can read more about here. 

More actions on a stakeholder level

We are centralising all actions pertaining to the stakeholder and making the stakeholder navigation more intuitive. Under each stakeholder, you now have more possible actions you can perform as an administrator.

Go to Company stakeholders > Stakeholders > click on the name of a stakeholder.