Eqvista – CapTable roadmap
Here is a summary of what we have developed in the past few months and what the product will be in the near future.
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.
We also welcome any suggestions if you feel we should implement anything prior to our plan. We put clients first so we are happy to receive any suggestions at: tom@eqvista.com.
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
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Brand new documents component (still not on a final step)
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Updated brand new components: Equity grant, Warrant grant, Option grant
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Updated all secondary transaction components: Transfer, Repurchase, Cancelation, Vesting control.
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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
PLANS FOR JANUARY – MARCH | 2024
- Comparable Companies
- Real time 409a Valuation
- Financial Statements
- 83(b) Election
- Rule 701
- ISO $100k limits
- Customisable Certificate Options
Features in Progress
- Easy shareholders onboarding – excel format API (suitable for 50+ shareholders onboarding)
- Rule 144
- ASC505
- AMT Tax for ISO exercises
- NSO tax (withholdings for employees)
- Dual Signature
Interested in issuing & managing shares?
If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!