Every feature, fix, and security improvement we've shipped, month by month. The product launched as Minute Book Cloud in October 2025, began integrating with Equity Vault in January 2026, completed the merger on April 17, and was renamed to Octelligence on May 6.
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How a SAFE works for Canadian incorporators: pre-money vs post-money, valuation caps and discounts, how conversion and dilution play out at a priced round, and the securities and tax wrinkles that don't apply south of the border. Read it →
Why founders use a holdco, how corporate-records obligations multiply across the group, intercompany transactions, the Section 85 rollover, governance across entities, and how holdco groups fail under diligence. Read it →
Side-by-side comparison of the two regimes: what each requires, where records sit, inspection rights, beneficial-ownership registers, retention periods, and what it all means for cross-border startups and holdcos. Read it →
The first-principles version: what a cap table is, what belongs on it, why the share register is the source of truth, and how dilution, option pools, and SAFEs interact from incorporation through a priced round. Read it →
A new section dedicated to long-form educational content on corporate records, equity, and the law and tax that sits behind both. The first pillar, The Complete Guide to Corporate Minute Books, covers what records belong inside a minute book, the requirements across Canadian, US, and UK jurisdictions, paper vs digital, and how minute books fail under diligence. Browse the Learning Center →
Octelligence launched on Product Hunt as "the only cap table tool with a real corporate records book." Welcome to anyone arriving from PH. The docs and the comparison pages are the best starting point.
Eleven new articles published covering getting started, share class setup, SAFE conversion, options vesting, certificate issuance, transfers, corporate records, team access, migration paths, and a long-form FAQ. Browse the docs →
Detailed alternatives pages positioning Octelligence against the four most common cap-table-only platforms, with feature-by-feature comparison and migration notes. See all comparisons →
Long-form post covering the structure of a cap table, key terminology, and the most common mistakes early-stage founders make. Read it →
Five of the most referenced Equity Vault posts now live at octelligence.com with consolidated authorship and updated internal linking. Old URLs continue to resolve.
Standalone acceptable-use and service-level-agreement pages joined the existing privacy, terms, DPA, and subprocessors documents under Trust.
The first LLC-specific governance document is live. The Operating Agreement template fills the same role for LLCs that the bylaw wizard fills for corporations: capital contributions, members and managers, distribution waterfall, transfer restrictions, and dissolution. Built with the same wizard flow as the bylaw and shareholder-agreement wizards.
First benchmark study applying the Governance Maturity Framework to private corporations. Tier distribution, dimension-by-dimension findings, and cuts by stage and jurisdiction. Read it →
The full list of subprocessors, including AWS, Stripe, Postmark, and Cloudflare, is now public with notification commitments for any changes. Required by most enterprise procurement reviews.
Sticky column headers, denser default row height, and improved keyboard navigation when paging through long holder lists. Especially noticeable on cap tables with 200+ holders.
In-depth post on the stock ledger as it's understood in US (Delaware-typical) corporate practice, and how it relates to the share register. Read it →
New hero, refreshed value proposition, and a single CTA. "Corporate records. Equity. One platform." replaces the previous longer message and ties together both halves of the product.
The new domain is live with redirects from minutebookcloud.com and equityvault.app preserving every URL. SSL, hreflang, and canonicals all configured.
The original brand, Minute Book Cloud, described the corporate-records side accurately but no longer captured the full scope after the Equity Vault merger completed on April 17. Octelligence covers both corporate records and equity in one platform. Same team, same database, same data, new identity.
The first version of the docs section goes live alongside the marketing site, with the docs hub, sidebar navigation, and the structure that the May 21 article wave then filled in.
A dedicated landing for downloadable resources, starting with the share certificate template. Will expand to additional founder and counsel resources over coming months.
New solutions page positioning the platform for firms managing many client corporations, with the Portfolio Licensing pitch and concrete workflows for paralegals and bookkeepers.
Dedicated landing for cap table and financing features, with side-by-side coverage of SAFE conversion, option pools, vesting, and waterfall analysis.
Three solutions pages went live: Digital Corporate Records, Share Certificates, and For Law Firms & Accountants. Each gets its own value proposition without crowding the homepage. The cap table solutions page follows a week later.
A timeline view of every equity event: incorporation, share issuances, transfers, options granted, SAFEs raised and converted, financing rounds. All laid out chronologically. Lands with the rest of the Equity Vault feature set as the merger completes.
Warrants with strike price, expiration date, and exercise conditions are now a first-class instrument. Tracked separately from options on the cap table.
Monthly, quarterly, milestone-based, or fully custom schedules can be defined per option grant. The standard 4-year-with-1-year-cliff also lands as a single-click template.
Grant ISOs, NSOs, or non-US stock options to employees and advisors with their own vesting schedule, strike price, and expiration. Granted, vested, and exercised states are tracked separately. Part of the equity feature set ported in with the Equity Vault merger.
The Equity Vault integration that began on January 4 formally completes today. The remaining equity features (stock options, vesting, warrants, equity timeline) land alongside the merger this week. The corporate-records and equity layers are now a single product under a unified data model, single team, and single billing system. The brand transition to Octelligence follows on May 6.
Create an option pool with a fixed authorized count. Subsequent grants draw from the pool and surface a pool-utilization indicator next to the cap table summary. The first of the equity-side features to land in the final merger week.
Four-tier model for evaluating private-corporation governance across seven dimensions, with a 0 to 100 scoring methodology and an open framework applicable across CBCA, DGCL, and Companies Act 2006 jurisdictions. Read it →
French pages now display prices in CAD with French-language plan names and feature descriptions. Stripe checkout localized to French.
Every certificate now moves through one of three states. State changes are timestamped and logged, and the public verification page always reflects the current state.
The full marketing site is now bilingual EN/FR with hreflang annotations and a French solutions, pricing, alternatives, and contact tree. Required for Quebec-incorporated customers and Bill 96 compliance.
Four-column plan comparison with feature roll-ups and an interactive plan-comparison row that scrolls horizontally on mobile. Made the differences between Starter, Growth, and Scale much easier to read at a glance.
On Portfolio Licensing, diligence exports now carry the firm's brand on the cover page, headers, and watermark. Every client export looks like it came from the firm rather than from the platform.
Public verification pages now carry your corporation's (or firm's, on Portfolio Licensing) logo and color scheme. The verification page is often the first interaction a bank or auditor has with your brand, so it should be yours rather than ours.
For firms on Portfolio Licensing, the portfolio dashboard now surfaces every filing due across every client corporation in a single sortable view. Paralegals stop missing deadlines across a portfolio.
Firms managing many clients now have a top-level dashboard with client list, filings calendar roll-up, and bulk team-management actions across clients.
A new plan designed for law and accounting firms managing many client corporations. Volume pricing, firm-branded certificates, cross-entity reporting, and a portfolio admin tier. See Portfolio Licensing →
PDFs now embed fonts and metadata to PDF/A archival standards, so they remain readable in long-term archives. Verification QR codes were updated to higher error-correction so they scan reliably from worn or photocopied paper.
Server-side pagination for share registers with thousands of entries. Page loads stay under 300ms even for the largest registers we have on the platform.
As the Equity Vault integration deepens, the activity log now spans both halves of the product. Issuances, transfers, minute book edits, register changes, and cap table actions all live in one chronological view, filterable by source.
Growth and Scale plans now include hands-on migration assistance. We handle holder import, historical issuances and transfers, options and vesting, minute book entry, and reconciliation, regardless of the source system (Carta, Pulley, Mantle, Cake, Excel, or paper). Typical turnaround: 5 business days for a clean cap table.
Convert multiple SAFEs in one transaction at a priced round. The conversion engine handles cap, discount, and MFN provisions, generates the new preferred certificates, and produces a pre-round/post-round snapshot.
At any financing event, an automatic before-and-after snapshot is captured. The snapshot is permanent, exportable, and linked to the related board approvals from the Annual Meetings module.
Draft a complete set of bylaws through a guided wizard. Board composition, officer roles, meeting requirements, quorum, indemnification, share transfer restrictions, and dispute resolution. Tailored to your jurisdiction (CBCA, OBCA, Delaware, and others). Reviewed by counsel before adoption.
Bylaws and articles of amendment are now version-tracked. Every change captures the effective date and the approving resolution, and the prior version stays queryable.
Structured comparison of CBCA, DGCL, and UK Companies Act 2006 across nine governance dimensions: written consent, director residency, inspection rights, beneficial ownership, share certificates, conflicts, annual meetings, audit, and dissolution. Read it →
Issuances can now be recorded with their original date and original certificate number. The verification page shows the actual historical date, which matters for diligence and corporate-records integrity during a migration.
Convertible notes with interest accrual, maturity dates, and qualified-financing conversion mechanics are now a first-class instrument. Notes appear separately from SAFEs on the cap table.
The first equity-side feature merged in from Equity Vault. Record SAFEs as their own instrument class with valuation cap, discount rate, and MFN provisions. Pre-conversion they appear on the fully-diluted view at their cap or post-money assumption.
Generate a full shareholder agreement from a structured intake: classes of shares, voting thresholds, pre-emptive rights, ROFR, drag-along, tag-along, valuation methodology, and exit waterfall. The wizard reflects each share class already defined in the cap table so the agreement and the cap table never drift apart.
Previous limit was 2,500. Imports now stream and process server-side rather than blocking the browser, so large historical registers come in cleanly.
The activity log now supports filters by actor, action type, and date range. Exportable as CSV or as part of the diligence package.
Convert common to preferred or preferred to common between existing share classes. Conversions preserve the chain of title and supersede the previous certificates.
Annual returns, change notices, and tax filings now fire reminders 30, 14, and 3 days before the due date. The dashboard surfaces any filing due in the next 60 days.
Model new share issuances and authorized-count changes without committing to them. Scenarios are saved per workspace and can be shared with counsel for review before execution. Modeling for SAFEs, options, and warrants follows once those instruments land in March and April.
Track outstanding debt obligations (promissory notes, term loans, lines of credit, and similar) with principal, rate, maturity, and security interests. Required under CBCA s. 50 for federally incorporated entities and equivalent provisions in several provinces.
People with Significant Control register, aligned with UK Companies Act 2006 requirements. Captures nature of control, percentage thresholds, and effective dates for each PSC.
Individuals with Significant Control register, aligned with CBCA s. 21.1 requirements. Required for most Canadian federal and provincial corporations since 2019, and one of the most frequently mishandled corporate records.
The first integration milestone: the cap table view from Equity Vault now reads from the same share register that Minute Book Cloud has been maintaining since October. Holders, share classes, and current ownership all reflect a single source of truth. Deeper instrument types (SAFEs, options, warrants) follow in March and April.
Structured minute book entries for annual general meetings, special meetings, board meetings, and written resolutions. Each entry captures meeting type, date, attendees, quorum, resolutions passed, and the signed PDF. Replaces the previous pattern of treating the minute book as a folder of files.
Seven structured ways corporate records fail under diligence: incomplete authorization, ownership-record drift, unenforceable transfer history, IP leakage, dormant filing decay, conflict-of-interest blind spots, and convertible-instrument ambiguity. For each: producing conditions, surfacing documents, and remediation. Read it →
The cap table now refuses an issuance that would exceed a share class's authorized count, and prompts you to file articles of amendment first. Eliminates one of the most common and most expensive diligence findings.
Toggle between issued-and-outstanding and fully-diluted views of the cap table. At this point fully-diluted treats authorized but unissued shares and any reserved pools; SAFE, option, and warrant treatment follows once those instruments land.
Each shareholder now has a profile page showing every holding, every transfer, and the documents attached to each. The page is exportable for counsel. Grants and warrants are added to the profile when those instruments arrive.
The first cap table view, brought over from Equity Vault as integration begins. Holders, share classes, totals, and ownership percentages. This is the foundation; the equity-instrument features (SAFEs, options, warrants, equity timeline) land progressively over the next three months.
Work begins on integrating Equity Vault's equity layer into Minute Book Cloud. The basic cap table view lands this month; SAFEs follow in March; options, warrants, and equity timeline follow with the formal merger on April 17. The rename to Octelligence follows May 6.
Every workspace now has continuous backup with 90 days of point-in-time recovery. Backup status is visible from Settings › Workspace.
Owners can now set session timeout policies per corporation. Default is 14 days; sensitive workspaces typically dial it down to 24 hours or less.
Every certificate now has a unique public URL that anyone (bank, auditor, counsel) can visit to confirm a holding is current. This is the difference between a certificate that exists as a document and a certificate that exists as a queryable record.
The first half of QR-verified certificates: a unique QR code on every certificate PDF. Scanning the code from a phone opens the verification page once it ships two days later.
Add board members, investors with information rights, or auditors as Viewers with access scoped to specific sections of the corporate records. Reduces the "share everything" pattern that creates leakage risk.
The first two roles ship: Owner (full control including billing and deletion) and Editor (full operational access without billing). Both are required to have 2FA enabled.
Self-serve upgrade from Free or Starter into Growth or Scale, with monthly or annual billing. Card details never touch our servers.
Pay annually and save vs. monthly on every paid tier. The annual option is the default highlight on the pricing page.
Free supports one corporation with the corporate records core. Starter at $19/mo adds branded certificates and the filings calendar. Growth and Scale unlock multi-corporation workspaces, concierge migration, and (after the integration ramp-up) the cap table and equity features.
Articles of incorporation, articles of amendment, bylaws, and similar constitutive documents are now version-tracked. Each new upload preserves the prior version with its effective date instead of overwriting.
Register edits, document uploads, certificate issuances, and member changes all log the actor's IP and a precise timestamp. The activity log is queryable under Settings › Activity.
Certificate numbers are auto-generated and sequential within each share class. Manual override is allowed during historical-import flows to preserve original numbering.
Five-stage model for evaluating how a private corporation manages its records, from ad-hoc to diligence-ready. For each stage: observable signals, common failure modes, the diligence outcome, and the operational playbook for moving up. Read it →
The registered office address is recorded with an effective date. Changes are appended as new entries rather than overwrites, so notices that arrived at the old address remain traceable to the address registered at the time.
A dedicated ledger for share transfers: from-holder, to-holder, share class, count, date, consideration, and authorizing document. Transfers also supersede the seller's certificate and generate a new one for the buyer.
The transactional record of every issuance, transfer, conversion, and cancellation against the share classes. Distinct from the shareholders register (which lists current holders); this register tracks events over time.
The first version of certificate generation. PDFs include all elements required by Canadian and US corporate statutes: corporation, holder, class, count, date, certificate number, signature block. QR-based verification ships in December.
Upload articles of incorporation, bylaws, unanimous shareholder agreement, and any articles of amendment. Each upload is timestamped and stored as part of the corporate records package.
Authy, 1Password, Google Authenticator, and any other TOTP app work. 2FA will be required before any sensitive action (issuance, transfer, member change) once the roles ship in December.
The third register template ships. Captures each current shareholder with name, contact, share class, count, and effective date. Combined with the directors and officers registers, the three together cover the most basic CBCA / state-corporation record-keeping requirements.
President, CFO, secretary, treasurer, and other officers, each with role, appointment date, and resignation date. Historical entries stay queryable for diligence and disputes.
The first register template ships. Structured entries with name, appointment date, resignation date, and residency (used by the residency-check feature that follows in November).
Define share classes (common, preferred, and custom) with authorized counts, par value, voting rights, and dividend preferences. This is the legal-structure foundation. The cap table view comes later, after the Equity Vault integration begins in January.
The first workspace primitive. Capture corporation name, jurisdiction, incorporation date, business number, and registered office. Everything else in the product hangs off this entity.
The plumbing: account sign-up, email verification, password recovery, session management, and the AWS infrastructure that everything else runs on. Encryption at rest and in transit from day one.
The first version of the Minute Book Cloud marketing site goes live, with the initial pitch focused on the minute book and corporate records use case.
The product's first day. The pitch: a structured, queryable replacement for the binder of paper records that most Canadian and US private corporations keep their minute book in. Built solo, shipping continuously from this date forward.
The changelog lists every shipped change. For quarterly themed bundles with highlights and screenshots, check the releases page.
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