November 2024
- Stakeholder transactions report
- Support for direct filing of AP01, AP02, AP03 and AP04
- Set up an EMI plan through Capdesk from Carta
- Keyword Search feature in resolution documents
- Compensation tools
- Generating SEIS and EIS compliance statements
Stakeholder transactions report
A new report with all stakeholder fields, holding totals, and breakdown of holdings with share transaction details, grants, and unpriced investments.
Support for direct filing of AP01, AP02, AP03 and AP04
We have added support for direct filing of AP01, AP02, AP03 and AP04 (appointment of individual/corporate directors/secretaries) which means that once your account is linked to Companies House, you file these directly to Companies House going forward.
Set up an EMI plan through the platform
Our EMI Share Plan simplifies issuing equity to employees, including Unapproved options for non-qualifying staff, with all necessary documents available via Capdesk.
Find more information about the process here.
Keyword search feature in resolution documents
This tool addresses a key corporate governance challenge by enabling quick, intuitive searches for specific resolutions, enhancing compliance and efficiency.
Resolutions are crucial for proving compliance with shareholder agreements and articles of association. However, locating specific resolutions in folder-based systems can be time-consuming. The Keyword Search solves this by allowing you to easily find and access specific resolutions within the account.
Compensation tools
With the new compensation bands feature, you can finally have a single of source of truth for compensation in your company. Use the compensation bands to quickly look up what to offer new candidates. Map existing employees to the compensation bands and ensure fair compensation.
Find step by step guidance on the process here.
Generating SEIS and EIS compliance statements
It is now possible to generate compliance statements through Capdesk leveraging the data on the platform. Read this guide for step by step instructions on the workflow.