Users of your Nth Round platform can independently manage personal details, including wiring instructions and ACH Records. These updates are securely encrypted in-flight and at-rest.
We now integrate with Plaid for ACH bank connections and payment authorization.
Verification of data in real-time to meet your KYC and AML processes (via Orum and Google Geocoding APIs).
Filter your cap table in even greater detail by including email addresses. Simply select the checkbox next to the "Search/Filter" area to include in the results.
Leverage eSignature functionality for your formal agreements based on custom templates, configured to exacting client specifications.
Create a PDF of a formal accredited investor questionnaire and safely archive for posterity.
Using a simple mapping document, you can now import or export an entire equity class.
Create custom workflows for issuing equity, utilizing your document template library.
Our virtual data rooms now keep track of all views.
Our curated newsfeed makes it easy for you to have instant access to the top news and coverage from across the private markets. Subscribe here.
All Nth Round sites are now secured by first-party cookies, which persist for 30 days.
Tools for admins to import, assign, and distribute templated documents.
As part of a new offering or a secondary market transaction, have your investors go through an accredited investor verification flow.
All documents within your investor portal now have a log of who viewed it, when, and for how long.
Forward events from your investor portal to your own Google Analytics account.
Collect and track proxy voting signatures using your own custom template.
New and existing orders appear instantaneously when viewing the list of outstanding offers to buy/sell.
Tools for admins to import, assign, and distribute large amounts of documents.
Allows for external or imported sources of user data.
Users can vote for all of the accounts that they are responsible for at once.
Toggle between time-based and goal-based criteria when creating new vesting schedules
Allows admins to upload wiring instructions for all users at once.
Allows users to create an exportable PDF of their account holdings.
When fundraising, admins can designate a volume-based discount based on the number of shares/units that are being purchased.
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.
Show more detailed data in-line with performance graphs, such as income statement data.
Receive automatic email notifications whenever vesting events occur.
Vesting events now are monitored and reflected automatically on cap table balances.
Creating a new vesting schedule has gone from tedious to almost like a video game!
Exports now include email addresses, which are very handy for cross-referencing.
Information links are beginning to appear to help new users learn the ropes.
If you draft a Group Email and close it, the contents are not lost and will reappear when you open up the editor again.
Individual notes for Event allocations can be handy to record special memos and keep track of details.
More information is included in the Switch Account menu (and under the Greeting) to help identify which account an Observer is viewing.
Need to send a bunch of invitations to your portal? Now it’s a snap!
Having active conversations in Rooms? Very cool! Now the posts are updated in real-time (every 5 seconds).
Click once to Edit. Click twice to Preview. Try it on the Cap Table list as well.
Using Ledger entries, cost basis can be tracked for every investment.
Instead of deleting a Transaction and starting over (somewhat painful), now an existing Transaction can be tweaked.
For fundraising, all kinds of details about each investor are available for download.
To support Reg A+ and Reg CF, a public join flow admits prospects as soon as their email address is confirmed and verified.
Investments, Returns, Capital Gains, ROI, all at your fingertips, and all filterable by class.
Need a boardroom, a data-room, or a deal-room? Now they are fast, easy, and secure. Like instant popcorn!
Includes observers and items in Your Documents for each user
An advanced feature for sending graphics-rich emails, like templates or invitations
Uses built-in Stripe integration
Admins now can add their email signature and verify in the same place
For clients with many equity classes, seeing all Ledger entries at once is a breeze
"You never get a second chance to make a first impression!"
Sections furl and unfurl gracefully, and signatures appear as you type
Show top fundraising document top right on Overview, with Invest Now button
Incorporates pre-signed CloudFront URLs with automatic expiration
Display company video front and center on Overview, with preview image
Allows admin to set or revoke admin status of other users
Improves email verification process, and displays current status
Single-click on rectangle to Edit user, double-click to Preview user
Allows admin to change the email address of any user
Improves and stabalizes layout of Portfolio page
Improves and stabalizes layout of Team page
Allows any user to copy and share a link to an Update or Report
Events and Transactions can be deleted and re-entered, Valuations can be edited
Images pasted into an email are conveyed as universal links
Entering a new Transaction can update automatically user equity balances
Allows Updates to be tagged and filtered by class, and visible only to holders of that class
Beyond weblinks and text posts, Updates now can be uploaded PDFs
If desired, pre-authenticated Nth Links can revert to conventional links
Admins can edit the ticker, name, image, and caption for an Equity Class
Given a series of contributions and dstributions, calculates implied value
Lets users create or update their own avatars
Can automatically allocate Events pro rata across holders, and allow subsequent editing
Allows admins to hide or show the treemap, and maintain their preference