The latest product news from Capdesk – February 2022.

   New self-service features

You're now able to create, amend and delete data pre-split on Capdesk. Previously, you'd have to ask Capdesk Support to help with this but you can now complete these tasks yourself.

With this update, you can issue, publish, edit (draft), cancel and transfer transactions and equity awards, pre-split, from your own account.

Video tutorial for pre-split transactions ➡️

Video tutorial for pre-split equity awards ➡️

   Phantom shares update

You can now decide whether phantom (virtual) shares come from inside a pool, authorised specifically for this plan, or outside of the share pool.

You will now see phantom shares counted as part of the fully diluted view on the company dashboard.

Finally, phantom shares can now be included as part of exit modelling and round modelling reports, just like other types of grant.

Learn more about phantom shares on Capdesk ➡️

• We've made huge improvements to the reports flow, and reports now take no longer than ten minutes to generate.
• In draft mode, you can now change the plan for a grant and also change the share class of the plan for grants.

• We've added a new widget that shows the status of your report, how many reports you've exported and what happens next.

Want to take advantage of any of the features listed here? Simply submit a request to our Customer Success team today and we’ll talk you through it.