Capdesk Support Team
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Activity overview
Latest activity by Capdesk Support Team-
Capdesk Support Team created an article,
What's new in Capdesk - February 2023
Keep up to date with the latest product releases and updates in Capdesk! February 2022 Quick issue equity from the dashboard 🏎 Improvements to the employee exercise flow 🏃♀️ Updated employee equi...
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Capdesk Support Team created an article,
What's new in Capdesk - January 2023
January 2023 Emails with valuation reports 📬 Revamping Import Files 🗂 Ordinary Investor Holding view 📊 Emails with valuation reports 📬 As if it wasn't enough to request valuations directly ...
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Capdesk Support Team created an article,
What's new in Capdesk - December 2022
December 2022 Non-linear vesting for option grant 🧮 New acceptance emails for stakeholders 📨 A new way to give feedback on Capdesk 🎙 Non-linear vesting for option grants 🧮 Non-linear vesting sche...
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Capdesk Support Team created an article,
What's new in Capdesk - November 2022
November 2022 Times and date improvements ⏰ Email 2FA 💌 Request valuations 📱 Time and date improvements ⏰ Capdesk serves customers from all over the world, and we noticed that the different time ...
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Capdesk Support Team created an article,
What's new in Capdesk - October 2022
October 2022 Stakeholders page 📄 Stakeholders page 📄 We want stakeholder management to be one of the smoothest parts of the customer experience ad Capdesk. This new update allows administrators t...
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Capdesk Support Team created an article,
How to merge stakeholders
Merge stakeholders You can merge two stakeholders together, to have all of their holdings under one email address in the account. This will keep one email address and delete the other, so please en...
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Capdesk Support Team created an article,
How to bulk import amendments to option grants
If you have to make some changes to multiple grants, you can prepare an import file with the amendments. You can amend: Exercise price Expiration date Vesting schedule (this includes pause vesting...
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Capdesk Support Team created an article,
How to cancel phantom share grants
An overview on how to record a cancellation for a phantom share grant. You can cancel phantom share grants in multiple ways, depending on what the cancellation itself means: 1. Register offline ca...
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Capdesk Support Team created an article,
How to cancel RSU grants
An overview on how to record a cancellation for an RSU grant. You can cancel RSU grants in multiple ways, depending on what the cancellation itself means: 1. Register offline cancellation - if you ...
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Capdesk Support Team created an article,
Termination rules for option grants
Termination rules vary depending on the type of option scheme, and the leavers' circumstances. This article aims to describe the different termination options available when terminating an option g...