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)

PLANS FOR JANUARY – MARCH | 2023

• Spreadsheet feature update
• Form 3921 & 83(b) election
• Data Room update

Features in Progress

• Easy shareholders onboarding – excel format API (suitable for 50+ shareholders onboarding)
• Rule 701
• ISO $100k limits
• 83(b) election
• Rule 144
• Rule 3921
• ASC505
• AMT Tax for ISO exercises
• NSO tax (withholdings for employees)
• LLC types
• Dual Signature
• Different currencies