EquityList Product Updates

Under Employees > All Employees, it’s now much easier for HR and admin teams to see which employees have dashboard access and which don’t, without manually checking individual records.

The employees page includes new filters that let you segment by dashboard access, employment status, joining date, termination reason, employee type (full-time or contractual), and tax percentages, among others.

These filters simplify access reviews, onboarding checks, and offboarding audits, while also helping HR teams track employees by lifecycle or policy settings.

You can also revoke dashboard access in bulk directly from the filtered list whenever required.

From the left-side menu, under Employees > All Employees, you can now make changes to multiple employee records at once without relying on bulk-upload spreadsheets. Select the employees you want to update, click on ‘Bulk Actions’, and choose the ‘Update Employees’ option.

A modal will let you pick the specific field you want to update and enter the new value. Once confirmed, the platform applies that change to all selected records instantly.

This helps you manage recurring updates without needing external files or manual edits.

Under Cap Table > Shares > Share Certificates, share splits can now be formally recorded inside EquityList using the transfer workflow.

When creating a transfer, admins can select “Split” as the reason, ensuring the resulting certificate is clearly marked with a ‘Split’ state for easier auditability and downstream tracking.

Transfers to the same shareholder are supported within this workflow, as a mechanism to help represent split activity when no ownership change occurs.

Under Cap Table > Shares > Share Certificates > [Certificate] > ‘Actions’ you can now reflect previously executed share repurchases directly on the platform.

Whether shares were bought back due to an employee departure or the company decides to clean its cap table, you can record repurchases and let EquityList handle all downstream adjustments automatically.

Once recorded, the system updates certificate statuses, adjusts the balance of remaining shares,  and maintains a clean audit trail for compliance.

This ensures your equity records stay aligned with reality, even when transactions happen outside the platform.

• Record both full and partial repurchases with repurchase reason, pricing, and date
• Upload supporting documentation for future audits
• Auto-calculated transaction value with override support
• New certificate automatically issued for remaining shares in a partial repurchase
• Cap table and activity log updated instantly after confirmation

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).