What's new?

You can now see additional data in cap table reports, including the interest issue date and the documents that were shared with the interest holder.

What's important or valuable about this change?

When reporting on interests issued to holders, you can gain more insights with key information including the issue dates in cap table views and document names in the interest export, allowing you to increase auditability and ensure the correct documents have been shared with holders.

What do I need to do?

1. Using the configuration menu in cap table views, select the issue date field. This will add an issue date column to the cap table view and you’ll be able to export this data.

1. View and audit documents that were shared with holders in the interest ledger export

How do I learn more or get help?

For more information on cap table reports, please visit our support site.