EquityList Product Updates

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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When you generate a grant letter, the document now auto-fills with today’s date at the top, instead of using the historical grant date. This keeps the letter aligned with the actual day it’s created.