New in Nth Round

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

August 14, 2020

Standalone Request Access

Initial launch of Fundraising Automation with flow to establish pre-existing relationship

August 5, 2020

Leave a Message

Users can easily leave a messsge for the company, sent via email

July 27, 2020

Edit Existing Items

Allows admins to delete or edit title, date, and description of existing Reports

July 22, 2020

2 Factor Authentication

Lets admins add extra protection to select Your Documents using 2FA

July 17, 2020

Edit Existing Items

Admins can edit the image, title, date, and description for any Update

July 16, 2020

Your Profile Settings

July 2, 2020

User Profile Editing

Allow users to manage their own name, phone number, and avatar

June 21, 2020

Edit Existing Items

Allows admins to delete or edit title, date, and description of existing Your Documents

June 18, 2020

Nth Links

Admins now can embed deep links to specific areas in their Investor Portal

June 1, 2020

Indications of Interest

As an alternative trading platform, acts like a conventional block-trading bulletin board

May 17, 2020

Step-by-Step Guide

Provides easy-to-use flow for onboarding investors to blockchain-based trading

May 7, 2020

Portfolio Page

Addition of new tab display images and links for RE, PE, and VC portfolios

May 1, 2020

Vesting Schedules

Allows admins to create and append multiple vesting schedules for a user

April 24, 2020

Class Tags and Filters

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

April 19, 2020

Initial Release

Dedicated Invest page with investor questionnaire, agreement, and wiring instructions

April 16, 2020

Device Authentication

Completion of fully-compliant Auth 2.0 security

April 2, 2020

Etherscan Connection

Imports trading history for a smart contract using the Etherscan API

March 22, 2020

Export Function

Exports to csv filtered cap data, including email addresses and equity balances

March 14, 2020

Real Estate Language

A setting that overrides corporate labels with real estate and fund oriented labels

March 8, 2020

Your Transacitons

Allows users to see their transaction history easily, and filter by class

February 22, 2020

Valuations, Transactions

Launch of Ledgers environment with Transactions and Valuations