Product Updates

12/17/2021: Version 2.29.1: Minor Bug Fix and Improvements Sitewide
• Minor Bug Fix
• Minor Improvements Sitewide

12/13/2021: Version 2.29.0: Adding Organization(s) as a Team Member Feature, Global Updates
• Global updates to add new team member page, and edit team member page
• New Feature: Ability to add an organization as a team member
• New Feature: Ability to edit an existing member from Individual to Organization or vice versa
• New Feature: Ability to link an Equa account using their Equa ID

11/22/2021: Version 2.28.2: Cap Table Export Feature, Minor Updates, Bug Fixes and Sitewide Improvements
• New Feature: Ability to export Cap Table
• New loading modal
• Minor bug fixes site wide
• Minor improvements site wide

11/10/2021: Version 2.28.1: Minor Bug Fix Sitewide
• Bug Fix: Error when updating an Incentive Plan Term
• Bug Fix: Unable to create a vesting schedule for an immediate grant

11/8/2021: Version 2.28.0: Incentive Plans / Vesting Schedules V3 and more
• Updated Feature: Incentive Plans/Vesting Schedules V3
• Vast Improvements to all Incentive Plan existing features, hover over details, and entire workflow
• Expanded custom library for vesting schedules
• Added tab functionality with new Incentives tab added to the process
• Minor bug fixes for mobile view
• Minor improvements site wide

9/21/2021: Version 2.27.2: Fixed missing Incentive Plans
• Fixed missing Incentive Plans

9/20/2021: Version 2.27.1: Minor Bug Fix and Improvements Sitewide
• Minor Bug Fix
• Minor Improvements Sitewide

8/25/2021: Version 2.27.0: New Equa Cash Transfer Feature, New Organization Referral Program, and more
• New Feature: Equa Cash Transfer w/ Billing History
• New Feature: Organization Referral Program
• Improvements to Equa Cash Scratch Off Tickets Program
• Incentive Plans V2 Minor Updates
• Global Updates to Certificate Tabs Designs
• Various new page design improvements throughout
• Minor bug fixes and improvements site wide

7/19/2021: Version 2.26.0: New Navigation Design, Various Improvements, and more
• New navigation design
• Improvements to Legends functionality
• Improvements to Equities functionality
• Back End Normalization to Profile details, Org details, email addresses
• Multiple global design improvements
• Minor bug fixes and improvements sitewide

7/6/2021: Version 2.25.0: Updated Incentive Plans V2, Various Improvements, and more
• Updated Feature: Incentive Plans V2
• Design updates and improvements to Org Settings
• Design updates and improvements to Addresses
• Back End Improvements
• Bug Fixes for various vesting schedule issues
• Minor bug fixes and improvements sitewide

5/26/2021: Version 2.24.0: New Features: Roles & Permissions, New Account Welcome Flow, Various Global Updates, and more
• New Feature: Roles & Permissions
• New Feature: New Account Welcome Flow
• Multiple global design improvements
• Back End Migration and Improvements
• Bug Fix: Cancelled Certificates not displaying on Cap Table
• Bug Fix: Credit Card Expiration Field not recognizing 2021 as valid date
• Bug Fix: Themes reverting back to previous theme when switching to new page
• Minor bug fixes and improvements sitewide

5/11/2021: Version 2.23.0: New Onboarding Checklist Feature, Various Global Updates, and more
• New Feature: Onboarding Checklist
• Improvements to Back End
• Improvements to Modals
• Various Global Updates
• Minor bug fixes and improvements sitewide

4/26/2021: Version 2.22.1: Hot Fix for Incentive Plan Bugs and more
• Hot Fix for Incentive Plan Bugs
• Minor additional bug fixes and improvements

4/16/2021: Version 2.22.0: Billing Page Improvements and more
• Improvements to Billing page
• Bug Fix: 500 Server error when creating/editing convertible instruments
• Bug Fix: “Cannot find shareholding” error is displayed when transferring shares
• Bug Fix: Unable to load documents to some shareholders
• Other various minor bug fixes and improvements sitewide

3/23/2021: Version 2.21.0: Various Bug Fixes Sitewide
• Various Organization Details bug fixes
• Bug Fix: Documents & Notes asking for download in lieu of opening in new tab
• Bug Fix: Cap Table Holders count not syncing with billing amount
• Bug Fix: Server error when user clicks on Edit Holdings in Portfolio

2/25/2021: Version 2.20.0: Various Improvements, Fixes for Customer Support Issues, and more
• Improvements to Missing Field Entry Notification
• Improvements for Cancelling Certificates When Needed
• Convertible Note Email Designed
• Misc. multiple Customer Support request items addressed
• Multiple Bug Fixes and improvements mainly for Incentive Plans, Cap Table Certificates, and Documents & Notes

2/12/2021: Version 2.19.0: New Documents & Notes Designs, Updated Org Settings, Improvements to Certificate Views, and more
• Updated Organization Settings Creation and Edit Pages
• New Documents & Notes Streamlined Design Implemented
• Improvements to the new Profile Registration on the back end
• Adjustments to certain role permissions
• Improvements to certificate views
• Multiple minor mobile Interface improvements
• Misc. Customer Support request issues resolved
• Multiple Bug Fixes and Improvements sitewide

1/27/2021: Version 2.18.2: New User Profile Page, New Admin Ability to Update Legends, Updated Convertible Certificates View, and more
• New User Profile Page Design Implemented
• New Admin ability to Update Legends and push to Certificates
• Fixed multiple Date Issues throughout site
• Updated Certificate View for Convertibles
• Added Optional Phone Number to Team Members Info
• Multiple Bug Fixes and Improvements sitewide

1/11/2021: Version 2.18.0: New Light Theme, New Invitation Emails, Team Member Minor Updates, Legend Improvements, and more
• New Light Theme Added to Profile Settings
• New Invitation Emails Launched
• Increased Team Members per page from 25-50
• Legends updated to have two pages if longer
• Updated minor style designs for Data Room, Cap Table scroll bar, etc.
• Multiple Minor Improvements and Bug Fixes to Incentive Plans, Cap Table, Data Room and Convertible Instruments

12/24/2020: Version 2.17.0: Updates to Table Designs, Minor Improvements Sitewide, and more
• Updates to table designs
• Minor improvements sitewide
• Multiple bug fixes sitewide

12/15/2020: Version 2.16.6: Multiple Improvements and Bug Fixes
• Multiple bug fixes and improvements, mainly for the convertible instruments, incentive plans, and cap table
• Hired and On Boarded our new QA Specialist

11/19/2020: Version 2.16.1 Multiple Bug Fixes
• Multiple bug fixes, cap table, and billing issues addressed

11/13/2020: Version 2.16.0: Soft Release of Convertible Instruments, Cap Table Improvements, and more
• Soft release for Convertible Instruments
• Initial Cap Table Fully Diluted support
• Basic support for viewing Option certificates
• Portfolio improvements
• Many bug fixes and minor improvements

10/30/2020: Version 2.15.0: Soft Release of Portfolio Page, Various Incentive and Option Improvements, and more
• Soft release of the Portfolio page with some known issues being worked on
• Lots of fixes to Incentive plan and option pages
• Storage of registration metadata
• Lots of other fixes and improvements

10/26/2020: Version 2.14.5: Restructuring of Pools and Options, and more
• Restructured how pools and options are stored to fix multiple problems
• Many bug fixes and minor improvements

10/26/2020: Version 2.14.5: Restructuring of Pools and Options, and more
• Restructured how pools and options are stored to fix multiple problems
• Many bug fixes and minor improvements

10/15/2020: Version 2.14.0: New Adding External Links to Data Room Feature and more
• Users can now add external links to Data Rooms
• Bug fixes and minor improvements

10/6/2020: Version 2.13.0: New Certificate Pages Feature and more
• New certificate pages
• Lots of bug fixes and smaller improvements

9/16/2020: Version 2.12.0: New Billing Pages Feature and more
• New billing pages
• Editing and deleting incentive plans, pools, and option holders
• Multiple bug fixes and minor improvements sitewide

8/28/2020: Version 2.11.8: Hot Fixes for Data Room and Security Type Seniority
• Bug fix: Unable to upload folders
• Bug fix: Folder names with periods not displaying properly
• Bug fix: Unable to edit security type seniority

8/21/2020: Version 2.11.7: New Security Type Feature, Cap Table Fixes and more
• Security Type editing
• Cap Table sorting fixes
• Rounding Cap Table footer totals
• Capital contribution editing fixes

8/19/2020: Version 2.11.6: Now Supporting AMEX and Various Minor Bug Fixes
• Support for American Express credit cards
• Bug Fix for the Rainbow Bar sometimes extending beyond the right of the screen
• Bug Fix for LLC Unit Security Types not appearing in the Security Types table
• Bug Fix for incorrect capital contribution values in the Cap Table view
• Bug Fix for the Edit Legend form populating the legend name field with the author's name

7/21/2020: Version 2.11.1 Minor Bug Fixes and Improvements sitewide
• Minor bug fixes sitewide
• Minor improvements sitewide

7/17/2020: Version 2.11.0: Minor Bug Fixes and Improvements Sitewide
• Minor bug fixes sitewide
• Minor improvements sitewide