August 2024
- Compensation upsell page
- Unpriced round modelling
- Cancel and reissue pending grant issuances
- Improved admin side navigation
- Granting equity to new employees is now connected to your HRIS
- Issuing Unpriced Investments (Round Closing)
- Ability to search by grant or employee ID
- One dashboard across all stakeholder types
- Registers set-up page
Compensation upsell page
Build a competitive compensation strategy with professional guidance from our experts with just a few clicks. Head over to the Compensation page and book a session with one of our specialists.
Unpriced round modelling
The Convertible Securities Calculator allows you to model SAFEs (pre-money and post-money), ASAs and Convertible Loan Notes based on your existing Cap table and your expected first priced round.
Find further information about this tool here.
Cancel and reissue pending grant issuances
Similar to the already available reissue failed grants, you can reissue grants that are pending a signature saving time to cancel and recreating the transaction inputting all the details.
Improved admin side navigation
We have made changes to the regular admin side navigation to help you easily find the relevant features you need.
The Equity compliance page has been renamed to Compliance which contains the Companies House/HMRC filings, Disqualifying events and Valuations pages. We also renamed the Company stakeholders page to Stakeholder management, which now also contains the Stakeholders, Employees, and HR integrations pages.
Granting equity to new employees is now connected to your HRIS
New employees recorded in your HRIS now automatically flow into Capdesk. With a click of a button you can draft grants for the new joiners. The system automatically figures out the grant details for the new joiners including vesting start date and vesting schedule based on defaults set on your equity plan.
Issuing Unpriced Investments (Round Closing)
Create SAFEs and ASAs on Capdesk and issue them to your investors via our online issuance flow. Either use the market standard Capdesk SAFE and ASA templates we have created with a leading law firm, or upload and use your own SAFE/ASA documents.
Find more information about the new process in this support guide.
Ability to search by grant or employee ID
Instead of searching by name or email address, you can now search for a specific grant or user via the grant ID or the employee ID.
One dashboard across all stakeholder types
Previously, having a certain type of investment (issued shares, issued grants, etc) would prompt stakeholders with one of two types of dashboards - the investor dashboard and the employee dashboard.
We have simplified this by reflecting all types of investments under one dashboard, keeping all the features of the existing ones.
Registers set-up page
All UK customers with company registers enabled (under Settings and add-ons) will see a new menu item named Registers set up which has replaced the 3 share registers. Once the new activation wizard is completed you get full access once again!
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