EquityList Product Updates

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]

When you move between detailed views — you can now see a breadcrumb trail showing your exact navigation path. Furthermore, clicking any section of the breadcrumb instantly takes you back to that page.

• Clear context: Always know where you are within EquityList.
• Quick navigation: Jump back to higher-level pages in one-click.
• Consistent experience: Available across all major modules inside the platform.

For admins, when you need to review debt alongside equity holdings for any shareholder (under Cap Table > Shares > Shareholders > [shareholder name]), you’ll now also see a dedicated ‘Debentures’ table along with the existing tables for share certificates, convertible debt, SAFEs, and warrants.

The same is applicable for your shareholders when they review their own dashboards.

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