September 2024
- SEIS 3 certificates
- Open, closed and unpriced investments
- Description field now included on the grant template
SEIS 3 certificates
Following the fundraising launch, SEIS3 signing has just been released and is now ready for use, meaning that we now have feature parity between EIS and SEIS in-app.
This means you can sign SEIS3 certificates for investors to claim tax advantage in-app via Docusign.
The SEIS3 process is the same as for EIS filing and is available on the Compliance > Filings > HMRC tab.
Open, closed and unpriced investment
The Convertible notes page has been moved and renamed to Closed investments which is now found under Fundraising > Unpriced investments.
Going forward to avoid confusion between the terminology of Convertible notes and the actual instruments (SAFE, ASA, CLN, other) we'll avoid using the umbrella term Convertible notes and instead refer to the actual instrument (SAFE, ASA, CLN, other).
Description field now included on the grant template
You can now apply customized vesting descriptions directly within the grant template when issuing grants, streamlining the process and reducing both time and effort required for manual input.