EquityList Product Updates

We’re excited to unveil an improved version of our ‘Valuations’ feature (find it under ‘Cap Table’ on the left-side menu).

It's a comprehensive single-view to track past and current valuations of your company (à la historical ledger, so to speak).

What’s new?

• With the nifty new view, we’ve highlighted three important pieces:
  1. Your company’s current fair market value (FMV),
  2. the number of days left till the current FMV is valid,
  3. a progress chart to visualize the growth in value of your company since it started, along with its post & pre-money valuation.
     
• The dashboard also shows details for each valuation like:
  • Effective Date (the date from which the valuation became effective),
  • Round Type (the funding round it applies to),
  • Valuation Type (how was the valuation determined e.g. through a merchant banker, registered valuer, 409A, in-house, etc.),
  • FMV Per Share (the FMV of a share calculated from its related valuation),
  • Option Pools (the valuation affects the FMV for which options pools; selected previously by you when adding a valuation), and more.
    
• Finally, if your company has also conducted a separate valuation for its stock options then you have the freedom to store that information too under the ‘*Options*’ tab.
  
  Important: If you apply the ‘Options’ FMV to an options pool, then it will overwrite the ‘Shares’ FMV that had previously been set for that same pool.