Product Updates

Equa's App Product Updates

Most Recent Updates

9/21/2021: Version 2.27.2: Fixed missing Incentive Plans
• Fixed missing Incentive Plans

9/20/2021: Version 2.27.1: Minor Bug Fix and Improvements Sitewide
• Minor Bug Fix
• Minor Improvements Sitewide

8/25/2021: Version 2.27.0: New Equa Cash Transfer Feature, New Organization Referral Program, and more
• New Feature: Equa Cash Transfer w/ Billing History
• New Feature: Organization Referral Program
• Improvements to Equa Cash Scratch Off Tickets Program
• Incentive Plans V2 Minor Updates
• Global Updates to Certificate Tabs Designs
• Various new page design improvements throughout
• Minor bug fixes and improvements site wide

Previous Updates

  • 7/19/2021: Version 2.26.0: New Navigation Design, Various Improvements, and more
    • New navigation design
    • Improvements to Legends functionality
    • Improvements to Equities functionality
    • Back End Normalization to Profile details, Org details, email addresses
    • Multiple global design improvements
    • Minor bug fixes and improvements sitewide

  • 7/6/2021: Version 2.25.0: Updated Incentive Plans V2, Various Improvements, and more
    • Updated Feature: Incentive Plans V2
    • Design updates and improvements to Org Settings
    • Design updates and improvements to Addresses
    • Back End Improvements
    • Bug Fixes for various vesting schedule issues
    • Minor bug fixes and improvements sitewide

  • 5/26/2021: Version 2.24.0: New Features: Roles & Permissions, New Account Welcome Flow, Various Global Updates, and more
    • New Feature: Roles & Permissions
    • New Feature: New Account Welcome Flow
    • Multiple global design improvements
    • Back End Migration and Improvements
    • Bug Fix: Cancelled Certificates not displaying on Cap Table
    • Bug Fix: Credit Card Expiration Field not recognizing 2021 as valid date
    • Bug Fix: Themes reverting back to previous theme when switching to new page
    • Minor bug fixes and improvements sitewide

  • 5/11/2021: Version 2.23.0: New Onboarding Checklist Feature, Various Global Updates, and more
    • New Feature: Onboarding Checklist
    • Improvements to Back End
    • Improvements to Modals
    • Various Global Updates
    • Minor bug fixes and improvements sitewide

  • 4/26/2021: Version 2.22.1: Hot Fix for Incentive Plan Bugs and more
    • Hot Fix for Incentive Plan Bugs
    • Minor additional bug fixes and improvements

  • 4/16/2021: Version 2.22.0: Billing Page Improvements and more
    • Improvements to Billing page
    • Bug Fix: 500 Server error when creating/editing convertible instruments
    • Bug Fix: “Cannot find shareholding” error is displayed when transferring shares
    • Bug Fix: Unable to load documents to some shareholders
    • Other various minor bug fixes and improvements sitewide

  • 3/23/2021: Version 2.21.0: Various Bug Fixes Sitewide
    • Various Organization Details bug fixes
    • Bug Fix: Documents & Notes asking for download in lieu of opening in new tab
    • Bug Fix: Cap Table Holders count not syncing with billing amount
    • Bug Fix: Server error when user clicks on Edit Holdings in Portfolio

  • 2/25/2021: Version 2.20.0: Various Improvements, Fixes for Customer Support Issues, and more
    • Improvements to Missing Field Entry Notification
    • Improvements for Cancelling Certificates When Needed
    • Convertible Note Email Designed
    • Misc. multiple Customer Support request items addressed
    • Multiple Bug Fixes and improvements mainly for Incentive Plans, Cap Table Certificates, and Documents & Notes

  • 2/12/2021: Version 2.19.0: New Documents & Notes Designs, Updated Org Settings, Improvements to Certificate Views, and more
    • Updated Organization Settings Creation and Edit Pages
    • New Documents & Notes Streamlined Design Implemented
    • Improvements to the new Profile Registration on the back end
    • Adjustments to certain role permissions
    • Improvements to certificate views
    • Multiple minor mobile Interface improvements
    • Misc. Customer Support request issues resolved
    • Multiple Bug Fixes and Improvements sitewide

  • 1/27/2021: Version 2.18.2: New User Profile Page, New Admin Ability to Update Legends, Updated Convertible Certificates View, and more
    • New User Profile Page Design Implemented
    • New Admin ability to Update Legends and push to Certificates
    • Fixed multiple Date Issues throughout site
    • Updated Certificate View for Convertibles
    • Added Optional Phone Number to Team Members Info
    • Multiple Bug Fixes and Improvements sitewide

  • 1/11/2021: Version 2.18.0: New Light Theme, New Invitation Emails, Team Member Minor Updates, Legend Improvements, and more
    • New Light Theme Added to Profile Settings
    • New Invitation Emails Launched
    • Increased Team Members per page from 25-50
    • Legends updated to have two pages if longer
    • Updated minor style designs for Data Room, Cap Table scroll bar, etc.
    • Multiple Minor Improvements and Bug Fixes to Incentive Plans, Cap Table, Data Room and Convertible Instruments

  • 12/24/2020: Version 2.17.0: Updates to Table Designs, Minor Improvements Sitewide, and more
    • Updates to table designs
    • Minor improvements sitewide
    • Multiple bug fixes sitewide

  • 12/15/2020: Version 2.16.6: Multiple Improvements and Bug Fixes
    • Multiple bug fixes and improvements, mainly for the convertible instruments, incentive plans, and cap table
    • Hired and On Boarded our new QA Specialist

  • 11/19/2020: Version 2.16.1 Multiple Bug Fixes
    • Multiple bug fixes, cap table, and billing issues addressed

  • 11/13/2020: Version 2.16.0: Soft Release of Convertible Instruments, Cap Table Improvements, and more
    • Soft release for Convertible Instruments
    • Initial Cap Table Fully Diluted support
    • Basic support for viewing Option certificates
    • Portfolio improvements
    • Many bug fixes and minor improvements

  • 10/30/2020: Version 2.15.0: Soft Release of Portfolio Page, Various Incentive and Option Improvements, and more
    • Soft release of the Portfolio page with some known issues being worked on
    • Lots of fixes to Incentive plan and option pages
    • Storage of registration metadata
    • Lots of other fixes and improvements

  • 10/26/2020: Version 2.14.5: Restructuring of Pools and Options, and more
    • Restructured how pools and options are stored to fix multiple problems
    • Many bug fixes and minor improvements

  • 10/15/2020: Version 2.14.0: New Adding External Links to Data Room Feature and more
    • Users can now add external links to Data Rooms
    • Bug fixes and minor improvements

  • 10/6/2020: Version 2.13.0: New Certificate Pages Feature and more
    • New certificate pages
    • Lots of bug fixes and smaller improvements

  • 9/16/2020: Version 2.12.0: New Billing Pages Feature and more
    • New billing pages
    • Editing and deleting incentive plans, pools, and option holders
    • Multiple bug fixes and minor improvements sitewide

  • 8/28/2020: Version 2.11.8: Hot Fixes for Data Room and Security Type Seniority
    • Bug fix: Unable to upload folders
    • Bug fix: Folder names with periods not displaying properly
    • Bug fix: Unable to edit security type seniority

  • 8/21/2020: Version 2.11.7: New Security Type Feature, Cap Table Fixes and more
    • Security Type editing
    • Cap Table sorting fixes
    • Rounding Cap Table footer totals
    • Capital contribution editing fixes

  • 8/19/2020: Version 2.11.6: Now Supporting AMEX and Various Minor Bug Fixes
    • Support for American Express credit cards
    • Bug Fix for the Rainbow Bar sometimes extending beyond the right of the screen
    • Bug Fix for LLC Unit Security Types not appearing in the Security Types table
    • Bug Fix for incorrect capital contribution values in the Cap Table view
    • Bug Fix for the Edit Legend form populating the legend name field with the author's name

  • 8/14/2020: Version 2.11.5: Remaining Cap Table Enhancements and more
    • The remaining cap table enhancements for this round
    • Full support for editing capital contributions
    • Updated Google Tag Manager
    • Lots of bug fixes
    • Lots of improvements

  • 7/21/2020: Version 2.11.1 Minor Bug Fixes and Improvements sitewide
    • Minor bug fixes sitewide
    • Minor improvements sitewide

  • 7/17/2020: Version 2.11.0: Minor Bug Fixes and Improvements Sitewide
    • Minor bug fixes sitewide
    • Minor improvements sitewide

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