New in Nth Round

May 5, 2022

Bulk Import Tools

April 25, 2022

Real-Time Polling for Trading Platform

New and existing orders appear instantaneously when viewing the list of outstanding offers to buy/sell.

April 20, 2022

Upload KYC Verification Form (506C)

April 15, 2022

Bulk Manage, Save, and Print Documents

Tools for admins to import, assign, and distribute large amounts of documents.

April 5, 2022

Drag and Drop Data Sources

Allows for external or imported sources of user data.

March 30, 2022

Bulk Upload for Reports

March 15, 2022

Advanced Proxy Voting for Trustees

Users can vote for all of the accounts that they are responsible for at once.

February 20, 2022

Performance-based Vesting

Toggle between time-based and goal-based criteria when creating new vesting schedules

February 15, 2022

"In-the-Money" Graphing

January 30, 2022

Document Types for Sorting and Filtering

December 23, 2021

Bulk Import Events & Transactions

December 10, 2021

Bulk Import Wiring Instructions

Allows admins to upload wiring instructions for all users at once.

December 8, 2021

Document Bulk Upload

November 30, 2021

Account Summary PDF

Allows users to create an exportable PDF of their account holdings.

November 30, 2021

Fundraising Volume Discounts

When fundraising, admins can designate a volume-based discount based on the number of shares/units that are being purchased.

November 20, 2021

Advanced Cap Table Import

November 10, 2021

Friendly Names

October 30, 2021

Cap Table <> Ledgers Cross-Check

October 22, 2021

Generate Statements On-the-Fly

October 5, 2021

Content Contributors

Admins can designate contributors of content for certain classes. This is particularly helpful for fund managers wanting to allow their portfolio companies to post their own reporting.

September 30, 2021

Performance Graph with Floating Statements

Show more detailed data in-line with performance graphs, such as income statement data.

September 15, 2021

LP-managed Collection and Confirmation of Wiring Instructions

September 9, 2021

Integrate DocuSign for Fundraising, Voting, Confirmations, etc.

August 18, 2021

Generate Gorgeous Stock Certificates on-the-fly

August 13, 2021

Enhanced Capital Calls and Distribution Notices

August 3, 2021

Incorporate Strike Price for Options, SARs, etc.

July 28, 2021

Capital Account Statements

July 10, 2021

Optional Attachment for Group Emails

July 1, 2021

Inline Math for Equity Balances (à la Chrome address bar)

June 23, 2021

Manage and Display Structured Earn-out Payments

June 15, 2021

Calculate Basis and ROI for Various Holdings

June 1, 2021

Collect and Display History of Sent Group Emails

May 18, 2021

In-App Messaging for Indications of Interest (no email reliance)

May 5, 2021

Handle Debt Instruments in Ledgers

May 3, 2021

Cap Table Search/Filter by Name

April 22, 2021

Multi-Tagging of Updates and Reports

April 16, 2021

Email Notifications for Vesting Events

Receive automatic email notifications whenever vesting events occur.

April 15, 2021

Automatically Adjust Cap Table for Vesting

Vesting events now are monitored and reflected automatically on cap table balances.

April 11, 2021

Pattern Recognition for New Vesting Schedules

Creating a new vesting schedule has gone from tedious to almost like a video game!


April 8, 2021

Email Addresses in Ledger Exports

Exports now include email addresses, which are very handy for cross-referencing.

April 8, 2021

Information Modals for Suggestions

Information links are beginning to appear to help new users learn the ropes.

April 7, 2021

Remember Group Email Modal Contents

If you draft a Group Email and close it, the contents are not lost and will reappear when you open up the editor again.

March 28, 2021

Individual Notes for Event Allocations

Individual notes for Event allocations can be handy to record special memos and keep track of details.

March 28, 2021

Updates to Observer Switch Account

More information is included in the Switch Account menu (and under the Greeting) to help identify which account an Observer is viewing.


March 16, 2021

Facility to Send Group Invitations

Need to send a bunch of invitations to your portal? Now it’s a snap!

March 14, 2021

Rooms Polling for Real-Time Updates

Having active conversations in Rooms? Very cool! Now the posts are updated in real-time (every 5 seconds).

March 14, 2021

Pro Tip: Cap Table Double-Click

Click once to Edit. Click twice to Preview. Try it on the Cap Table list as well.

March 14, 2021

Cost Basis Analysis/Display

Using Ledger entries, cost basis can be tracked for every investment.

March 13, 2021

Ability to Edit Existing Transactions

Instead of deleting a Transaction and starting over (somewhat painful), now an existing Transaction can be tweaked.

March 1, 2021

Export Details from Fundraising Table

For fundraising, all kinds of details about each investor are available for download.

February 28, 2021

Fast Auto-Join for Crowdfunding

To support Reg A+ and Reg CF, a public join flow admits prospects as soon as their email address is confirmed and verified.

February 25, 2021

Capital Gains and ROI analysis/display

Investments, Returns, Capital Gains, ROI, all at your fingertips, and all filterable by class.

February 14, 2021

Exciting New Feature: YOUR ROOMS

Need a boardroom, a data-room, or a deal-room? Now they are fast, easy, and secure. Like instant popcorn!

February 13, 2021

Cap Table Export with Detailed Information

Includes observers and items in Your Documents for each user

February 10, 2021

Paste Raw HTML for Group Email

An advanced feature for sending graphics-rich emails, like templates or invitations

February 9, 2021

Credit Card Support for Crowdfunding

Uses built-in Stripe integration

January 28, 2021

Verify Email from Your Profile

Admins now can add their email signature and verify in the same place

January 26, 2021

Show ALL for Ledgers

For clients with many equity classes, seeing all Ledger entries at once is a breeze

January 24, 2021

Vibrant Landing Page for Fundraising

"You never get a second chance to make a first impression!"


January 14, 2021

Cool Animation for the Invest Checklist

Sections furl and unfurl gracefully, and signatures appear as you type


January 10, 2021

Fundraising Teaser

Show top fundraising document top right on Overview, with Invest Now button

January 4, 2021

Enhanced Document Security

Incorporates pre-signed CloudFront URLs with automatic expiration

January 4, 2021

Hero Video with Poster

Display company video front and center on Overview, with preview image

December 29, 2020

Change Admin Status

Allows admin to set or revoke admin status of other users

December 24, 2020

Confirm Verification

Improves email verification process, and displays current status

December 23, 2020

Clickable Treemap

Single-click on rectangle to Edit user, double-click to Preview user

December 20, 2020

Change Email Address

Allows admin to change the email address of any user

December 17, 2020

Grid Style Rendering

Improves and stabalizes layout of Portfolio page

December 15, 2020

Grid Style Rendering

Improves and stabalizes layout of Team page

December 10, 2020

Copy Link to Item

Allows any user to copy and share a link to an Update or Report

December 4, 2020

Edit Existing Data

Events and Transactions can be deleted and re-entered, Valuations can be edited

November 29, 2020

Paste Inline Images

Images pasted into an email are conveyed as universal links

November 24, 2020

Issuing Equity

Entering a new Transaction can update automatically user equity balances

November 23, 2020

Class Tags and Filters

Allows Updates to be tagged and filtered by class, and visible only to holders of that class

November 18, 2020

Upload PDFs, etc.

Beyond weblinks and text posts, Updates now can be uploaded PDFs

November 12, 2020

Conventional Link Option

If desired, pre-authenticated Nth Links can revert to conventional links

November 10, 2020

Standalone Join Page

November 5, 2020

Additional Questions

November 1, 2020

Edit Equity Classes

Admins can edit the ticker, name, image, and caption for an Equity Class

November 1, 2020

Implied Value Analyzer

Given a series of contributions and dstributions, calculates implied value

October 30, 2020

User Avatars

Lets users create or update their own avatars

October 28, 2020

Event Allocations

Can automatically allocate Events pro rata across holders, and allow subsequent editing

October 25, 2020

Hide/Show Treemap

Allows admins to hide or show the treemap, and maintain their preference

October 21, 2020

Select Individuals

Beyond filtering, allows admins to multi-select one or more users for group emailing

October 18, 2020

Export Function

Exports to csv filtered ledger data, including Events, Transactions, and Valuations

October 12, 2020

Allocation Worksheet

This tool helps plan and analyze allocations for capital calls, distributions, etc.

October 11, 2020

Image Preloading

For a better user experience, all landing images are pre-loaded

October 6, 2020

Investor Agreement

October 2, 2020

Track User Responses

October 2, 2020

Custom Labels

Certain tab and element labels now can be customized

October 1, 2020

Scrollable Holdings

For users holding multiple classes, displays holdings in a scrollable viewport

September 29, 2020

Mobile Abbreviations

On smaller mobile screens, abreviates cap table statistics under treemap

September 28, 2020

Request Verification

Verify email address so that group emails come directly from the admin's email address

September 25, 2020

Emails with Authlinks

Nth Links include tokens pre-suthenticated for each recipient

September 24, 2020

Observer Roles

For users with advisors, lawyers, accoutants, etc, provides Observer access

September 17, 2020

Landing Page Videos

Provides option to embed a video as the centerpiece of the Investor Portal

September 8, 2020

Add Equity Classes

Admins can add a new Equity Class, and specify the ticker and name

September 4, 2020

Invitation Image

Admins now can customize invitations with their own logo

August 27, 2020

Preview Mode

Allows admins to Preview exactly what any selected user will experience

August 24, 2020

Contributions, Distributions

Expands Events environment to include contributions, distributions, and returns of capital