EquityList Product Updates

Comprehensive cap table ledger report

EquityList now provides a Comprehensive Cap Table Ledger export that consolidates all relevant information into a single report. This report, accessible under Cap Table > Exports, offers detailed insights, from ESOP grants to share certificates, and share classes.

What’s included in this report?

1. Summary and detailed cap table: The report’s first two tabs provide a summarized view of the cap table, followed by a more detailed breakdown of shareholder holdings and equity distribution.
   
2. Equity certificates by share class: Separate tabs are provided for each share class, including Equity, Seed, Series A, Series B, etc., making it easy to view equity certificates organized by class.
   
3. Convertible instruments: The ‘Convertibles’ tab captures details for convertible notes and SAFEs, with fields for type, capital contribution, discount, conversion date, and linked share certificate ID for converted instruments.
   
4. ESOP and SAR grants: Dedicated tabs provide an overview of ESOP and SAR grants, including vesting details. Additional fields such as federal exemption and state of residence are included where applicable for compliance.

This all-in-one report is designed to streamline cap table management, offering a holistic view for easy reference and decision-making. Any feedback is welcome as we continue refining this enhancement!

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