EquityList Product Updates

Cap table admins can now transfer one share certificate to multiple recipients in a single flow. Be it a simple transfer to one shareholder or multiple, our new flow reduces both time and effort to record multiple transfer actions.

You can now:

• Add multiple share certificate recipients in a single transfer panel without disrupting your flow.
• Add new share certificate information for each transfer like 'Certificate ID', 'Price Paid', 'Number of shares transferred', 'Notes', and upload the 'Transfer Agreement'.
• Track the source of a share certificate from Cap Table > Shares > Share Certificates. Sort between different sources such as 'Issued' (for direct issuance) or 'Transferred' (if the certificate originated out of a transfer).
• View the transfer trail within a share certificate.

[Note: In case of partial transfers, the platform will cancel the original share certificate and create a new share certificate entry with the balance shares assigned to the original shareholder. You can always edit the details of the new share certificate in case you’d like to override the Certificate ID.]