Early-stage founders and investors operate in a world where speed is everything—getting set up correctly from day one is equally critical. You can't afford to move fast and break things when it comes to equity management. This month's updates are all about blending both: lightning-fast setup without compromising on accuracy or compliance.
Here are three key releases that are already making a difference for teams at every stage.
Simplified share vesting setup
Setting up share vesting used to require navigating complex plan rules and lengthy configuration processes. Not anymore.
We've streamlined the entire experience so you can now set up share vesting in a matter of minutes. Simply add the details directly into the shareholder section, turn on vesting, and you're ready to go. No more wrestling with complicated plan structures or getting bogged down in administrative setup when you should be focusing on building your business.
This update is particularly powerful for early-stage teams who need to move quickly while ensuring their equity structure is rock-solid from the start. It's speed and precision working together, exactly as it should be.
Stress-free compliance reporting
Compliance reporting is crucial for scale-ups, but it doesn't have to be a source of stress, especially during reporting season.
Our new compliance reporting feature lets you generate up-to-date 3921 reports with copies A, B, and C all built in. Whether you're dealing with ISO exercises for employees or preparing for annual reporting requirements, everything is automated and ready to go. No more scrambling to compile reports or worrying about missing critical compliance deadlines.
We've designed this feature to remove the anxiety from reporting season, giving you confidence that your compliance is handled professionally and thoroughly, every single time.
Personalised communication tools
Great companies understand that professional communication builds trust and engagement with both investors and employees.
Our new personalized communication features let you customize your messages to investor and employee groups with personal touches like first names, last names, and custom introductions. But here's the fun part: don't forget to turn on emoji responses for quick feedback loops. It's a small detail that makes a big difference in engagement and shows that professional doesn't have to mean impersonal.
These tools help you maintain the level of communication that builds lasting relationships with your stakeholders while saving time on routine updates and announcements.
Always shipping, always improving
These updates represent our commitment to shipping meaningful improvements every week. We're constantly listening to feedback and building features that solve real problems for real teams.
Whether you're a founder setting up your first equity plan or a scale-up managing complex compliance requirements, we're here to make sure equity management accelerates your growth rather than slowing it down.
This article is designed and intended to provide general information in summary form on general topics. The material may not apply to all jurisdictions. The contents do not constitute legal, financial or tax advice. The contents is not intended to be a substitute for such advice and should not be relied upon as such. If you would like to chat with a lawyer, please get in touch and we can introduce you to one of our very friendly legal partners.
