October 2024
- More cap table filters
- Governance - storing historical resolutions
- Advance assurance requests
- Read-only administrator access to documents
- Filling CS01 directly within Companies House
- Retain table views in user flows
- Highlighting a new transaction or modification to a transaction
More Cap Table filters
For a better customer experience we have released additional filters for the non-stakeholder views on the Cap table page. These changes brings the page more in line with the stakeholder view, giving you, as admins, deeper insights into company statistics and making it easier to access the information you need.
Governance - storing historical resolutions
A new feature designed to simplify how you manage essential documents. With Governance, admins can now securely store, organize, and access board minutes and shareholder resolution documents directly on the platform.
This new feature helps centralize governance records, ensuring that key documents are easily available when you need them most. You can find more information on how to use the feature here.
Advance assurance requests
You can now request SEIS and EIS advance assurance documents through the platform. Simply go to Fundraising - Advance Assurance and follow the flow to make the request.
Read-only administrators have now access to documents
Administrators with read-only access can now conveniently access online document sets for all equity types, including options and warrants, alongside internal documents. This feature enhances transparency and ensures that relevant information is readily available.
Filling CS01 directly within Companies House
Take full advantage of keeping all your company registers on Capdesk from Carta by simplifying the process of (A) ensuring all your registers are compliantly up to date and (2) filing your CS01 with ease and high visibility to the changes found within the filing.
The annual confirmation statement contains a mix of information on your company, shareholders and legal setup. All of this information can be found on Capdesk and maintained easily if you fully use the CoSec offering - and as such, simplify the otherwise painstaking process of locating and verifying all the information.
You can find a detailed steps by step guide to the process here.
Retain table views in user flow
You can now filter and retain the filters that were applied on the table before performing or submitting any action on any table with filter saving enabled. Simply Apply filter → Perform action → Navigate back to table → The pre-set filters are still active.
Highlighting a new transaction or modification to a transaction
When a new transaction is created or an existing one is modified, it will now appear in bold, making recent updates instantly recognizable. This enhancement improves user experience by helping you easily identify changes in the tables.