Capdesk product news – October 2021

Capdesk product news – October 2021

Author: Scarlett Pierce
|
Read time:  1 minute
Published date:  October 12, 2021
Learn how to adjust convertible loan notes and update your public company valuation in the October instalment of Capdesk product news.

The latest product news from Capdesk – October 2021.

feature updates

Flexible convertible loan notes

Convertible loan notes on Capdesk are now a lot more flexible. You can change the share class of the note upon conversion, and record converted advanced subscription agreements (ASAs) as EIS/SEIS transactions.

Watch the video tutorial ➡️

 

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  • Treasury shares are visible on the cap table for greater accuracy

  • All sample import files are now updated, allowing for simpler data imports

  • Option plans and allocations can be drawn from an individual shareholder

  • Updated public valuations show your stakeholders exactly what their shares are worth today – see product release notes for more information

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.

Scarlett Pierce is Carta’s Product Marketing Manager for the UK and Europe. She joined the team in late 2022 when Carta acquired European equity management startup Capdesk. Prior to Capdesk, Scarlett worked as a digital marketer for brands as diverse as the UK Government, Amazon Alexa and Louis Vuitton.