Eqvista – CapTable roadmap

We are developing our products very fast. We don’t usually hold long meetings and discussions over very minor decisions. We have an experienced team making decisions on their best industrial knowledge, therefore we were able to move fast and develop one of the most user friendly CapTable management platforms on the market. We are oriented to UX & UI so you can issue and manage shares on our platform without extended knowledge of equity practice.

April – June | 2018

• Admin Panel, My Account front-end and Interface
• Users and storage system
• Supporting both electronic and digital/paper shares (PDF share generator)

July – September | 2018

• Shareholder roles
• Issue shares
• Equity shares class
• Documents management system
• Timeline

October – December | 2018

• Convertible notes, KISS, SAFE
• Option pool
• Equity Plan Management
• Warrants

January – March | 2019

• Captable interface
• Dashboard
• Onboarding upgrade
• Responsive design
• Excel export functionality

April – June | 2019

• Vesting schedules and Vesting plans
• Extra functionality for: RSU, RSA, Options – ISO, NSO, EMI and Warrants

July – September | 2019

• Milestones, Help and Support section, Community FAQ
• Financial modeling, Stock based company expense, Round Modeling & WaterFall analysis
• Secondary transactions – transfer, split, sell, exercise of options, sales – All recorded in one table, transaction log
• API Startupr & IncParadise
• Equity/Warrant/Option grant update of UX

October – December | 2019

• New vesting system: time-based and milestone, or goal-based vesting
• Equity/Warrant/Option grant update of UX
• Smart reminders for employees – vest, pause, sell, cancel, exercise, etc.
• Multi-currency accounts

January – March | 2020

• Payment Gateway
• Financial modeling; Exit analysis, Debt, Dilution
• Cap Table Versioning

APRIL – JUNE | 2020

• Board resolutions
• Started MVP updating plan

JULY – September | 2020

• Shareholders Page updated
• Brand new documents component (still not on a final step)
• Updated brand new components: Equity grant, Warrant grant, Option grant
• Updated all secondary transaction components: Transfer, Repurchase, Cancelation, Vesting control.
• Updated interface for issue shares/options/warrants operations.

OCTOBER – November | 2020

• Updated user system. Now the same user can have multiple accounts under different roles.
• Updated user invitation system.
• New component: Electronic acceptance.

DECEMBER – February | 2021

• New component: Company certificates (generate and sign equity grants certificates).
• Updated core database architecture, classes no longer require share reservations.

MARCH – MAY | 2021

• Added: Fractional shares
• Updated vesting schedule architecture. Exercise, transfer, repurchase now available while the grant has an active vesting schedule.
• 2 Factor Authentication

JUNE – SEPTEMBER | 2021

• Reporting
• Updated dashboard
• User notification

OCTOBER – DECEMBER | 2021

• Mass Import
• Startup Valuation
• Smart Notifications

JANUARY – MARCH | 2022

• Email notifications to users
• Expansion of Startup Valuation

APRIL – JUNE | 2022

• Shareholder filtering
• Major UI/UX update
• Superuser & user roles update

JULY – SEPTEMBER | 2022

• SAFE note & Option Grant e-signing
• Certificate search

OCTOBER – DECEMBER | 2022

• Waterfall Analysis & Round Modeling Reports
• User signature customization
• Stock Option Expensing (ASC 718)

JANUARY – MARCH | 2023

• Spreadsheet feature update
• Subscription Improvements
• Data Room update

APRIL – JUNE | 2023

• Partial Share/Option Cancellation
• Shareholder Search
• Email Notification Settings

JULY – SEPTEMBER | 2023

• VC Eqvista Raise
• FMV Addition
• Default Vesting Schedule
• Social Login Integration
• New Certificate Template

OCTOBER – DECEMBER | 2023

• Form 3921
• Early Exercise Options
• Shareholder Account Update
• Convertible Note Tab in Spreadsheet
• Secondary Transaction in Shareholder View

JANUARY – MARCH | 2024

• Financial Statements
• 83(b) Election
• Rule 701
• ISO $100k limits

April – June | 2024

• Comparable Companies
• Anti-dilution grants
• Repay option for convertible notes
• Customisable capital committed
• Restart and stop vesting
• Startup Valuation V2

July – September | 2024

• Shareholder access in Spreadsheet
• Full view of company accounts
• Spreadsheet Convertible Note Tab update
• Post-money SAFE agreement
• Vesting report
• Rounding improvements

October – December | 2024

• Customising certificates
• Enhancing shareholder account features
• Spreadsheet Convertible Note Tab update
• Refining rounding options

January – March | 2025

• Specific changes to tailor the platform to LLC – Easily add an LLC to your Eqvista account, manage equity, members, and company details, and issue units with customizable options—all from one dashboard
• Customising date formats – The date format features customized dates throughout the application. Users can choose between two formats and this is applied in all date-related entries within the platform.
• Enabling document previews – Documents Overview navigates files easier by saving time and provides a smoother experience when reviewing key documents, especially when verifying uploaded files and cross-checking details.

Features in Progress

• Group structure
• Real-time 409A valuation
• QSBS