Changelog

Oct 20

Records

Loans & Debt, with payments, interest, and approvals

Financing → Loans & Debt replaces the debt obligations register. Summary cards show the total outstanding, the next maturity, and the weighted average rate, and the register can be filtered by status and by lender: shareholder, director, officer, or third party. Each debt opens in a side panel that leads with the outstanding principal, interest accrued to date, the maturity date, and an estimate of the total due at maturity. A Transactions tab records payments and further advances. Ledger suggests the interest part of each payment from the interest owed on its date, which you can change, and the payment that clears the principal and interest marks the debt repaid. A debt now takes a loan term that sets its maturity date (which you can still change), a repayment type (at maturity, in installments, or on demand), and its interest: interest-free, simple, compound, or paid periodically. A new debt is approved like a share issuance: approve it first, record it now and ratify it, or record the approval later. Approving first drafts the debt as pending with a resolution that includes a borrowing clause, and completing the approval makes the debt outstanding. Debts appear in Authorization Records, the Record Graph, and Corporate Oversight, and the Loans & Debt Ledger in the Document Library is generated like the other registers.

Oct 20

Platform

People Directory and import fixes

In the People Directory, a person's Corporations tab now shows each association and governance appointment, while equity sits on the Equity interests tab alone, with ended instruments and former shareholdings in a Former section. Importing corporations from a CSV now creates the new corporations in the file, with their name, country, jurisdiction, and number, where rows naming a new corporation used to be skipped, and a corporation listed twice in one file is created once. The Edit shareholder form no longer asks for an address for a corporate shareholder, since its address is its registered office.

Oct 19

Certificates

Issued certificates stay fixed

A share certificate's issued PDF can now be produced only once. If two people generate it at the same moment, or a button is clicked twice, the second request opens the PDF already issued, so a certificate that has been delivered or verified always matches its record. The first issued PDF of a new certificate also sets who signs it: the signatories you choose, otherwise your certificate defaults, otherwise your active signatories. A reissued certificate, or the remainder certificate after a partial transfer or return, now gets its own signatories when it is issued instead of copying them from the certificate it replaces, and an inactive signatory can't be chosen. Also fixed: generating certificate PDFs in bulk failed.

Oct 19

Security

Stronger protection for sign-in and account links

Sign-in, password reset, email verification, and the contact form are now rate limited, which slows down repeated attempts. Password reset, email verification, and account activation links work only if they were sent to the account's current email address, and a new activation link cancels earlier ones. Changing your email cancels any reset or verification links still outstanding. When a workspace requires two-factor authentication, that now applies to everyone who can reach its corporations, including people invited to a single corporation and members who also own a workspace of their own.

Oct 16

Team

Hand over an account, or move a corporation to another one

Ownership can now change hands in two ways. To hand over the whole account, the account owner chooses Make account owner on another active user's menu in User Management. A drawer shows what moves to the new owner and what stays, including corporations, linked People Directory entries, report schedules, and billing, along with anything that would block the handover. The new owner has 7 days to accept or decline, and the handover happens all at once; the previous owner stays on as an Admin, or with standard edit access on plans without per-corporation roles. Billing now belongs to the account owner alone, and other users see that billing is managed by the account owner. If an owner can't act, our support team can start a transfer at their request or, after verifying the request, recover the account without them; the new owner must accept in every case. To move a single corporation to an account owned by someone else, the account owner uses Transfer to another account in the corporation's Danger Zone. You review what moves, what is copied, and what ends, and choose which people on your side may ask to keep access (no one, by default). The recipient chooses an account they own, or creates one with a plan (a Starter trial included), gives each access request a role or refuses it, acknowledges anything their plan doesn't include, and accepts or declines. Both sides see the transfer's status, the sender can cancel it, and report schedules for a transferred corporation are paused. In both cases, each side confirms with their password or two-factor code.

Oct 15

Team

Link people to a corporation without a role

The People Directory can now link a person to a corporation even when they hold no office or shares, with relationships such as employee, advisor, or primary contact. A Connections column and filter keep governance roles, equity interests, and these associations apart, and the person panel has a card for each corporation showing the association, current and former appointments, and current and former equity interests. Add person now takes first, last, and preferred names, and in the same step can link the person to a corporation, appoint them as a director, officer, or board member, or both. Each corporation has one primary contact, and naming a new one asks before replacing the current one. On a corporation shared with you, personal details you don't have access to read Not available. Also fixed: committing a people or corporations CSV import failed for every file.

Oct 15

Team

Fixes for shared corporations

The corporation switcher now lists corporations shared with you under a Shared heading after your own, and refreshes each time it opens, so a corporation shared with you during your session appears without signing in again. On a shared corporation, people pickers and the possible-duplicate warning now search that corporation's own directory, so choosing someone no longer fails with "That directory entry no longer exists", and pages such as the Document Library, People Directory, and Exports stay on the shared corporation instead of falling back to your default one. The corporation logo can be uploaded from the Overview again and shows on All Entities, and dialogs opened from a side panel now appear above it rather than behind it.

Oct 14

Records

Corporate Intelligence Reports

Corporate Intelligence Reports turn an entity's records into a weekly, monthly, or quarterly report: governance and equity activity, issued ownership at the start and end of the period, authorization and evidence, pending signatures, overdue tasks, upcoming deadlines, interests and membership activity, instruments and dividends, and anything entered late for an earlier date. Each finding is marked Action required, Review recommended, or Informational, and opens the records behind it with a link to each in Ledger. A report is frozen when it is generated, so it reads the same later, and downloads as a PDF. A consolidated report combines up to 25 entities into a portfolio summary followed by each entity's sections. Schedules email each report with a summary and a link to people who can open every entity in it, and report settings choose the sections included and how long reports are kept. Included on Intelligence.

Oct 14

Records

See what needs attention across your entities

Corporate Oversight brings the open items from every entity you can open onto one page. Summary cards count outstanding approvals, missing supporting records, and overdue tasks; Entities at a glance lists each entity with its open items; and the Attention queue lists every item with filters for urgency, owner, entity, and age, each linking to the page where it is resolved. Open items by age, corporate health, deadlines in the next 30 days, and recent activity complete the page, and a scope control switches between all your entities, your own workspace, and those shared with you. Included on Intelligence.

Oct 12

Plans

New plans: Starter, Growth, Scale, and Intelligence

Plans are now one ladder, Starter, Growth, Scale, and Intelligence, each including everything in the plan before it, in place of separate individual and Portfolio plans. Starter maintains the record; Growth adds advanced equity instruments, financing scenarios, and compliance workflows; Scale adds Record Graph, historical reconstruction, the Compliance Dossier, and role-based access; and the new Intelligence plan, at $499 a month or $4,995 a year, adds Entity Relationships, Structure Scenarios, bulk certificate PDFs, and branded certificate verification. Plans include 1, 3, 5, and 15 entities and 2, 3, 5, and 10 users. To manage more entities without changing plans, add them from the billing page at your plan's add-on price; before you confirm, you see what is charged today and at renewal, and switching plans shows the same preview. Fully diluted ownership and the Equity Timeline are on every plan, and shareholders, share classes, and storage are unlimited on all of them. Existing subscriptions keep their plan and pricing, and Enterprise is available on a custom agreement. See current plans →

Oct 12

Records

See ownership and governance on any past date

Cap Table, Shareholders, and Leadership & Governance now take an as-of date. Pick a past date and the cap table shows issued ownership as recorded on that day, the shareholder register as it stood, and the directors, officers, board members, managers, partners, trustees, and declared controllers in office then, with the titles they held. The date is part of the link, so a historical view can be shared, and a banner makes clear it is reconstructed from the records rather than a certified historical record. Options, warrants, and SAFEs are not reconstructed yet, and the page says so. Compare dates sets two dates side by side and shows what was added, removed, or changed in ownership, governance, relationships, and declared control, with the transactions behind each ownership change. Changing an appointment's dates now asks for a reason and keeps the earlier values, an ended appointment can be reappointed as a new term, and a Historical Snapshot export captures any date. Included from Scale up.

Oct 12

Records

Try a structure change before you make it

Entity Relationships has a new Scenarios tab for testing a change to a group's structure without touching the records. Start a private draft from today's structure or a past date, then propose changes: transfer a holding, add a new entity, insert a holding company, remove an entity, or add a management relationship. The canvas shows the proposed structure against the current one with each change marked, and the results show each holder's ultimate interest before and after, worked out through chains of ownership and cross-holdings, along with indicative control and where a holder crosses 25%, 50%, or two-thirds. Share a scenario with colleagues, compare two scenarios, and export one, and if the records change after you start, the scenario offers to rebase onto them. Entity Relationships itself now covers LLCs, partnerships, and trusts as well as corporations, with a layer for managers, general partners, and trustees. Included on Intelligence.

Oct 12

Plans

Your records stay readable after a subscription lapses

If a subscription is cancelled or stops being paid and the 30-day grace period after cancellation has passed, the workspace becomes read-only rather than locked. Every record can still be opened, searched, filtered, and exported, since these are legal records; controls that would change a record stay visible but dimmed, with a note explaining why. Trials and payments being retried are not affected, and billing and account settings stay available.

Oct 11

Platform

A new layout, with quick search

Ledger's navigation was rebuilt. The icon rail is gone, and the sidebar has a Workspace group for pages that span your entities, with the Document Library under Records and Exports under Operations. A new top bar holds quick search (Ctrl+K or Cmd+K) with results grouped by type, the corporation switcher, a Help menu with Support, documentation, and What's New, and an account menu with your profile, security, billing, language, and sign out. The full Search page adds filters for type, corporation, jurisdiction, and date modified. Directors, officers, and board members now share one Leadership & Governance page with a tab for each. All Corporations is now All Entities, grouped by country with an entity panel, the Document Library has featured templates and a category list, Support has a help search across the documentation and FAQ, and tabs look and behave the same on every page.

Oct 11

Cap Table

Ownership, dilution, and capitalization on the Cap Table

The Cap Table now opens on three analysis tabs. Ownership Analysis shows concentration (the largest holder, the top three, everyone else, and the Herfindahl index), the top holders, and issued capitalization by class with voting rights. Dilution Analysis walks from issued to fully diluted shares by instrument, in shares or percent, and compares issued with fully diluted ownership for the top holders. Capitalization breaks the company down by instrument type, from common and preferred shares to options, SAFEs, warrants, and notes, and shows fully diluted shares by class, including the options and warrants that convert into each class. The full holder register now lives on Shareholders, which every row links to. Scenarios were rebuilt too: a financing round keeps pre-money valuation and price per share in step and shows ownership before and after, and the exit waterfall sits beside its saved scenarios with proceeds by shareholder and by class. Dilution Analysis and Scenarios are included from Growth up.

Oct 11

Team

Manage everyone's access on one page

User Management replaces Sharing & Access and Shared Users with one page listing everyone who has access to the corporations you manage. Search and filter the list, open a user to see and change their access corporation by corporation, or invite someone to several corporations at once with Select all. Starter now includes sharing, and Starter and Growth share with view-and-edit access; per-corporation roles (Viewer, Editor, Admin) come with Scale. Removing someone from several corporations now carries on past any corporation where the change isn't allowed and tells you which ones were left, where it used to stop at the first.

Oct 11

Platform

Export across every corporation at once

Exports has a new Workspace tab with seven exports that cover every corporation you can access: cap table, shareholders, equity instruments, certificates, corporate records, compliance, and complete workspace data. PDFs combine into one document, single-table CSVs into one file with a Corporation column, and everything else into a ZIP with a folder per corporation; a corporation whose plan doesn't include an export is skipped and named in the README. A File structure card explains the layout before you export, and Export History lists every export with search and filters.

Oct 11

Records

Overview and Tasks show what needs attention

Each corporation's Overview is now a set of cards: ownership at a glance, corporate health based on how complete its supporting records are, open actions that need attention, upcoming deadlines from its reminders, recent activity, and quick actions. Tasks are grouped into Overdue, Upcoming, and No due date, with tabs for open, completed, and assigned to you. Opening a task shows what it relates to, with a link, and lets you mark it complete, dismiss it, or change its due date, priority, or assignee in place.

Oct 10

Cap Table

Equity registers with a side panel

Shareholders, Share Certificates, Share Classes, Transfers, SAFEs, Stock Options, Restricted Stock, Warrants, and Dividends were rebuilt on one pattern: summary figures, a searchable register with filters, and a panel that opens beside it on wide screens. A shareholder's panel shows their holdings, transactions, and records, and former holders now have their own filter. The share class panel covers rights and certificate numbering, with a chart of issued, reserved, and available shares for each class. SAFEs show investment by holder and status, Stock Options adds a twelve-month vesting chart and a card for each pool, Restricted Stock opens a grant's vesting schedule in place, Warrants lists exercise activity, and Dividends has a stepped declaration form with distributions by class and over time. Directory photos show beside holders, and share class colours now use a palette that stays distinguishable for colour-blind readers.

Oct 10

Cap Table

Record a share transfer from the Transfers page

Record Transfer on the Transfers page now records the transfer itself, where it used to send you to Share Certificates. Pick the shareholder and the certificate the shares come from, send them to another holder, to a new shareholder added on the spot, or back to treasury, and choose whether to approve first. The transfer register can be searched and filtered by class, date, and type (holder to holder, issuance from treasury, or return to treasury), and each transfer's panel shows its ownership impact, supporting records, and activity.

Oct 10

Cap Table

Equity Timeline in list, timeline, and calendar views

The Equity Timeline shows the same events three ways: a register, a timeline with year headings and quiet periods marked, and a calendar by year, month, week, or day. Filter by date range, event type, security, or text, and open any event in a side panel. A chart shows cumulative shares by class over time, and each event now names its holder, counterparty, class, certificate, and amount. A transfer of certificated shares now appears as one share transfer rather than a cancellation followed by two issuances.

Oct 10

Records

Approve different kinds of transactions in one resolution

Authorization Records can now put different kinds of transactions on one resolution, so a share issuance, an option grant, and a transfer approved together can be drafted together. Select rows one by one, or use the header checkbox to select every transaction shown. Each transaction opens in a side panel with its details, its approval and linked resolution, the evidence that is missing, and the next step. Resolutions & Consents also opens each consent in a side panel with its signers, a Remind button, its documents, and the next step, and a signed consent is validated there without leaving the page.

Oct 10

Records

Corporate Records, rebuilt around your folders

Corporate Records now has a folder tree with document counts, search across every folder, list and grid views with sorting, and a document panel that previews PDFs and images in place beside the document's details, version, fingerprint, and activity. When a resolution or authorization record is signed, the executed copy is filed as the next version of the draft that was circulated, so the folder shows one executed document with its history. Records Structures is now a single library of your own structures and Octelligence's, each opening into a folder workspace where you can add, rename, reorder, and remove folders, and Use this structure explains what will change before it is applied.

Oct 10

Security

A searchable Activity Log

The Activity Log has one toolbar for search, filters, and a date range, groups events by day in your own time zone, and opens each event in a panel with the records it touched, the values recorded, and, where captured, the request details. Entries are in French again when Ledger is set to French.

Oct 9

Certificates

Certificate evidence and history in one panel

Each share certificate now opens in a panel beside the registry with its document, its corporate evidence, and its history, replacing the separate Certificate Lifecycle page. A certificate's status (active, revoked, or superseded) and its authorization are shown separately, and one without a linked approval reads Not verified: a gap in the documentation, not a finding that it was never authorized. The panel says what is missing and lets you link an approval, upload one, prepare a resolution, or record a confirmation. Revoking or reissuing a certificate now asks for a reason, and reissuing states that no new shares are issued.

Oct 9

Records

Reminders that repeat

Compliance reminders can now repeat monthly, quarterly, or annually, so a reminder for an annual return or tax filing no longer has to be created again each year, and a month-end date stays on the last day of the month. The Reminders tab shows each reminder's due date, where its emails stand (Scheduled, Partially sent, Sent, Schedule ended, or Paused), and the next email, and opens each reminder in a panel with its send dates and email content. Changing a recurring reminder's date asks whether it applies to that occurrence only or to future ones as well, and a one-time reminder with nothing left to send can be archived. Reminders schedule emails: Sent means the emails went out, not that the filing was made. Included from Growth up.

Oct 9

Team

Appoint directors and officers from your People Directory

Add Director, Add Officer, and Add Board Member now start with a search of the People Directory, so the person you appoint is linked to their existing directory entry, and people who already hold the role are shown but can't be picked twice. Someone new can still be added by name, and is added to the directory at the same time.

Oct 9

Team

Restore a deleted corporation

The corporations list can now show archived and deleted corporations, and a corporation deleted in the last 30 days can be restored from the Deleted view. Archiving is included from Growth up; archived corporations stay listed and can be unarchived on every plan.

Oct 9

Records

Set up LLCs, partnerships, trusts, and SPVs as what they are

Adding an entity now starts by choosing what it is: a corporation, professional corporation, non-profit with or without members, limited liability company, limited partnership, or trust, or a special purpose vehicle structured as a corporation, LLC, or LP. Guided setup then follows that type. An LLC is set up with unit classes, members, and managers; an LP with partnership classes, partners, and general partners; a non-profit with members gets membership classes; a trust records its deed, trustees, protectors, and beneficiaries; an SPV adds a vehicle profile with its target raise and capital commitments; and a professional corporation tracks its members' licences. Entities without share capital keep a register of members, units, or partners in place of a share register, and each type gets a records book and folder structure built for it. The Entity Type field on the corporation's details is still there for the exact legal form, such as GmbH or SARL.

Oct 9

Cap Table

Import share classes and SAFEs from a spreadsheet

Share Classes and SAFEs now have an Import CSV button beside Add. Upload a spreadsheet, preview every row, choose which ones to bring in, and the register reloads with them. It is the same import wizard used for option grants, restricted stock, and warrants, so an existing share structure or a batch of SAFEs can come into Ledger in one pass instead of being keyed in one at a time.

Oct 9

Records

Authorization Records is now a work queue

Authorization Records now lists every transaction that needs approval in one table: share issuances, option grants, restricted stock, transfers, SAFEs, warrants, and dividends, with search, type and status filters, the source of each approval, and the next action to take. Summary cards at the top filter the list, and each row says where the transaction stands, telling apart one with no approval yet (Missing evidence) from a draft resolution, one awaiting signatures, a signed resolution pending validation, and one that is approved, with the next action beside it and a filter for what needs your action. Add evidence by preparing a resolution, linking an existing one, uploading a document, or recording a confirmation made outside Octelligence. Select several transactions to approve them together in one resolution, with the approving body for each kind shown before you draft it.

Oct 8

Records

Trace every transaction to its supporting records

Connected Transaction Records (Record Graph in the menu) follows any equity transaction to the records behind it: the approval, the signed resolution or consent, and the certificate it produced. It starts from a searchable table of every approvable transaction with its evidence status, then shows each one as a graph with its approval chain, an assessment of the evidence that points out missing links, and a recommended action where a signature can't be confirmed. Every card opens the record itself, and a list view shows the same connections grouped by how each record relates to the transaction. The supporting records list is available on every plan from Authorization Records, and the graph is included from Portfolio Professional up.

Oct 8

Records

See how your entities connect

Ownership & Entity Relationships shows who owns, runs, and controls an entity in one view. The entity sits in the centre with its holders above, the people who run it on one side, declared controllers on the other, and the companies it holds below, each kind of relationship in its own colour, so a person with several roles appears once with a line for each. Pick an as-of date to see the structure at a point in time, turn layers on and off, and select anyone to see their roles, holdings by class, appointments, and declared control. Moving to a connected company opens its own view, so a holding company, its subsidiaries, and their owners can be followed without piecing together separate registers, and a list view gives the same information as a searchable relationship register. Included from Portfolio Advanced up. On Portfolio Intelligence, Portfolio Explorer adds a search across every person, organization, and company you can see, showing each entity where they hold shares or instruments, hold an office, or are declared in a significant-control register.

Oct 8

Records

Approve equity transactions before they reach the register

New equity transactions now default to approve first. When you issue shares, Ledger records the consideration on each line, drafts the written resolution right away, and completes the issuance from the approval once it's signed, with certificates reading Pending authorization, and any PDF stamped as a draft, until then. The same choice now covers option grants, restricted stock, share transfers, SAFEs, warrants, dividends, and repurchases, which stay pending or proposed until their resolution is signed, and converting a SAFE or closing a priced round drafts one resolution ratifying the conversion. Issuing to several holders produces one batch and one resolution. An approval panel shows each step from transaction to minute book with the one action that moves it forward, and you can still approve later or confirm an approval made outside Octelligence.

Oct 7

Records

Fixes to resolutions and consents

Sending a resolution for signature no longer leaves a blank page. The verification link on an executed consent now opens a consent verification page showing the document, the corporation, each signer with their capacity and signing time, and the document's fingerprint, where it used to fall through to the certificate verifier. A generated authorization record whose document failed now says so and offers Retry instead of quietly hiding Send for signature, and fields that can't be changed on a saved record are shown read-only so edits are no longer lost on save. Resolutions are also filed by default to the folder for the board or body that passes them.

Oct 6

Platform

All your exports in one place

Exports now live in one place: My Account, then Exports. Pick a corporation and every export for it is listed with its formats: cap table, shareholders, share classes, option grants, warrants, SAFEs, restricted stock, directors and officers, corporate records and registers, scenarios, and corporation data. Exports generate in the background so you can keep working, and Recent exports shows each one's status with download and regenerate. Files are kept for seven days. This replaces the export buttons that used to be spread across individual pages.

Sep 29

Cap Table

Model exit proceeds with a liquidation waterfall

The Scenarios tab now has an exit waterfall. Enter an exit value, any debt repaid at close, and transaction costs, and Ledger shows how the proceeds split across the cap table, working through each share class in order of seniority and applying preference multiples, participation, caps, and accrued dividends. It also shows the exit value above which a preferred class is better off converting to common. Choose how unexercised options are treated, see how SAFEs convert, and model an exit on today's cap table or after a saved financing round. A sensitivity view shows each class's share across a range of exit values, and scenarios can be saved, edited, and shared through a read-only link.

Sep 29

Cap Table

Record preferred share terms on every share class

Share classes now hold their full economic terms. Alongside votes per share and rights and restrictions, you can mark a class as Common or Preferred and set its seniority, original issue price, preference multiple, participation, and dividend accrual. The exit waterfall reads these terms directly, so the model follows each class's actual rights. Guided setup now asks whether each new class is Common or Preferred, and if a preferred class is missing its preference multiple or original issue price, Ledger flags it at the end of setup and on the corporation's Overview, with a link to that class's settings.

Sep 23

Platform

Run Octelligence under your own brand

Firms managing a portfolio of companies can now offer the platform to those companies as their own. A branded portfolio carries your firm's name and look, runs on your own domain, and sends email from your address instead of ours, so every corporation and stakeholder you serve sees one consistent experience end to end. The records, cap tables, and workflows are the same platform your team already relies on, presented as yours.

Sep 22

Records

Choose or create a corporation's entity type

The Entity Type field on a corporation is now a combo box. Pick from standard company types: C-Corp, S-Corp, LLC, Corporation, Partnership, Nonprofit, and international forms such as GmbH, SARL, SAS, BV, Sp. z o.o., and Ltd, or type your own if the exact designation isn't listed. Whatever you enter is saved as-is, so the record matches how the company is actually registered.

Sep 18

Platform

Guided setup for a new corporation

Adding a corporation now opens a guided, seven-step setup that walks you from the corporation's details through its records structure, share classes, directors and officers, shareholders, certificate signatories, and a first issuance of shares, so a new company's books are stood up in order instead of dropping you onto a blank dashboard. Each step can be skipped and returned to later, and people, share classes, and folder structures you already have are offered back as suggestions so nothing is keyed in twice. The Overview page shows how many of the seven steps are done and gives you a Continue setup shortcut that picks up where you left off, and you can still choose to set everything up by hand.

Sep 17

Records

Delete a same-day appointment added in error

Ledger now lets you delete a governance appointment on the same day it was added, so a director or officer recorded in error can be removed cleanly instead of lingering on the books. The delete is available only on the day of entry: once an appointment has stood past that day it becomes part of the permanent record and is ended through the usual resignation or removal steps rather than deleted, so the minute book keeps an accurate history.

Sep 16

Certificates

Draw a signature in Certificate Setup

Certificate Setup used to take a signature only as an uploaded image. You can now draw one directly in a signature box on the page, signing with a mouse, trackpad, or touchscreen, and save it straight to the certificate with no need to scan or export a file first. Uploading an existing signature image still works, so you can use whichever is faster.

Sep 16

Plans

Starter now includes two users

The Starter plan now supports two users instead of one, giving a solo founder room for a teammate on the same account without stepping up to Growth. Existing Starter accounts pick up the additional seat automatically.

Sep 11

Platform

Support, built into Ledger

Ledger now has a Support area. Open a ticket, see all the tickets you have raised, and hold a threaded conversation with our team, with reply and resolve or reopen, without leaving the app or hunting for an email address. Each ticket automatically carries the corporation you are working in, so we have the context to help from the first reply, and both sides get an email as the conversation moves. It is available to every Ledger user, and it is the first customer feature built natively on the new API v2.

Sep 10

Platform

Octelligence API v2 is live

Over the summer we rebuilt the entire backend that Ledger and Equity Vault run on, moving from the original PHP and CodeIgniter API to a new one on NestJS and TypeScript, and cut the production platform over to it on September 10. This was not a prototype or a parallel experiment: the same corporate records, cap tables, equity instruments, stakeholder access, and portfolio management your team already uses now run on a strongly typed foundation on new infrastructure. For customers the day to day does not change, records, workflows, and apps keep working as before, and existing URLs continue to resolve. Underneath, a cleaner architecture lets us ship features faster and keep our web and mobile apps consistent. The full story is in the API v2 release.

Sep 4

Cap Table

Bulk import option grants, restricted stock, and warrants

Ledger's bulk import now covers the instruments that used to be entered one at a time: option grants, restricted stock awards, and warrants. Bring an existing equity book in from a spreadsheet in a single pass, with each row carrying its holder, quantity, grant date, exercise or strike price, and vesting schedule, and holders matched against your People directory so the same person is not created twice. Grants land on the cap table with their vesting intact and their fully-diluted effect counted, so a historical options ledger, a batch of reverse-vesting RSAs, or a set of warrants issued alongside a note round reconciles in minutes rather than being keyed in grant by grant.

Jul 22

Cap Table

Catch duplicate people as you add them

When you add a shareholder, option holder, or SAFE investor whose name or email already matches someone in your People directory, Octelligence now flags it right in the form and offers to link the existing record instead of creating a duplicate. One click reuses that person, pulling in their email and address, so the same individual stays a single record across every corporation they're part of rather than fragmenting into near-identical copies.

Jul 20

Platform

One API behind Ledger and Equity Vault

Ledger and Equity Vault now run on a single backend at api.octelligence.com, replacing the previous ledger.octelligence.com service. Both surfaces read and write the same record through one API, so a change your team makes in Ledger is what a stakeholder sees in Equity Vault, with no sync step in between. The move also retires the separate database Equity Vault used to run on, leaving one source of truth for records and equity alike.

Jul 17

Platform

Sign in through Ledger

The operating platform now has one front door: Ledger, at ledger.octelligence.com. Your team signs in there to maintain the minute book, issue certificates, and run the cap table. If you used to reach the app at ledger.octelligence.com, it now lives at Ledger, so update your bookmark. Stakeholders sign in separately at Equity Vault and see only their own holdings.

Jul 9

Platform

Equity Vault, a portal of your stakeholders' own

Equity Vault now has its own home at vault.octelligence.com. Your shareholders, option holders, SAFE holders, and investors sign in and see only what they personally hold: shares, option grants with vesting, warrants, restricted stock, SAFEs, an ownership summary, and their own certificates and documents. The equity features that merged into the platform earlier this year now have a stakeholder-facing surface, and because it reads straight from the record your team maintains, every holder sees the same numbers you keep. No spreadsheet leaves your desk.

Jul 2

Records

Send resolutions for e-signature

Circulate a board or shareholder resolution for signature straight from an authorization record. Signers do not need an account: each person gets a private, single-use email link, reviews the exact document, and signs on a no-login page. When everyone has signed, the executed document with its signature certificate is filed to your minute book automatically and the authorization record is marked validated, so the path from "approve an equity action" to "signed, filed, and on the record" stays in one place.

Jul 1

Company

Filter and navigate the changelog

This page now has category filters, a Product-only / All-updates toggle, and a month-jump menu, so you can narrow 100+ entries to the area you care about (Cap Table, Security, Records, and more). Each month's count updates live as you filter.

June 14

Records

Dividend declarations

Declare dividends by share class, generate the supporting directors' resolution, and maintain a structured record linked to the share register. Supports per-share or total amounts, solvency confirmations, and dividend reporting across corporations and shareholders.

June 13

Records

Authorization records for equity transactions

Track board and shareholder approvals for share issuances, SAFEs, option grants, and restricted stock awards. Link existing approvals, upload documents, or generate review-ready authorization records directly from transaction data.

June 13

Cap Table

Restricted stock awards with reverse vesting

Issue restricted stock with reverse vesting, including cliffs, vesting schedules, partial upfront vesting, percentage-based grants, and 83(b) election tracking. Shares appear on the cap table immediately while unvested shares remain subject to repurchase.

June 12

Team

Sharing roles, clarified: Viewer, Editor, Admin

The top sharing role is now called Admin (previously "Owner"), which better reflects what it grants: an Admin can edit a corporation's records and manage who else has access. Only a corporation's owner can change or remove an Admin, and Admins can't remove one another. Corporations shared with you at the Admin level now appear under Your corporations rather than Shared with you, since you co-manage them.

June 12

Team

Filter shared corporations by access level

The Shared with you tab now splits into All, Can edit, and View only, each with a live count, so you can immediately see which shared corporations you can change versus only view. Especially useful when dozens of corporations have been shared with you.

June 12

Security

Change your account email

You can now update the email address you sign in with, from Account → Profile. For your security, the change only takes effect after you click a confirmation link sent to the new address.

June 11

Team

Tag your corporations

Add your own tags to any corporation and filter the list by tag, a fast way to group a large set of entities by client, status, year, or anything you like. Tags are private to your account: each person organizes their own view, including on corporations shared with them. Manage tags on a corporation's overview page and filter straight from the corporations list.

June 11

Team

Search the corporation switcher

The corporation menu in the top bar now has a search box, so you can jump to any corporation by name instantly instead of scrolling. Built for accounts and firms holding hundreds of entities.

June 10

Team

Bulk share: invite one person to many corporations at once

The Shared Access page now includes a multi-corporation picker - search, multi-select, and share one user across any number of corporations in a single action. The invited user receives a single email summarizing every corporation they've been added to instead of one email per corp. Particularly useful for portfolios managing dozens or hundreds of entities.

June 8

Plans

Resume signup after cancelling Stripe Checkout

If you close the Stripe Checkout tab partway through signup, the cancel page now offers a one-click Resume signup button that re-enters Checkout with the original plan, email, and trial state preserved. Replaces the previous behaviour of restarting from scratch.

June 5

Plans

One-click trial cancellation

A Cancel trial button appears on Account → Billing while a Starter trial is active. Single click, no confirm modal - cancelling is genuinely frictionless. Card is detached immediately, no day-15 charge, and a 30-day read-only grace window opens so the account doesn't go dark the moment the trial ends.

June 5

Plans

Starter now ships with a 14-day free trial

Starter is the new entry plan on the signup page. A card is collected at Stripe Checkout but not charged for 14 days; Stripe auto-bills on day 15 unless you upgrade or cancel. The trial countdown surfaces as a banner on Account → Billing and links straight to the new one-click cancel.

May 28

Company

Atom feeds for the blog and changelog

Both the blog and this changelog now publish Atom feeds, with auto-discovery in the page head and visible Subscribe links. The blog feed includes full-body content so readers can read articles inline in their feed reader. Blog feed · Changelog feed

May 28

Resources

"SAFE Notes for Canadian Startups" published

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 →

May 27

Resources

"How to Structure a Multi-Entity Holdco" published

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 →

May 26

Resources

"Delaware vs Canadian Corporate Records" published

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 →

May 24

Resources

"Cap Table Management for Startups" published

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 →

May 22

Resources

Learning Center launched

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 →

May 21

Company

Product Hunt launch

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.

May 21

Resources

Documentation section updated

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 →

May 20

Company

Comparison pages launched: Carta, Pulley, Mantle, Cake Equity

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 →

May 17

Company

Equity Vault long-form posts migrated to Octelligence

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.

May 16

Company

Acceptable Use Policy and SLA pages published

Standalone acceptable-use and service-level-agreement pages joined the existing privacy, terms, DPA, and subprocessors documents under Trust.

May 14

Records

Operating Agreement template

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.

May 12

Resources

Governance Maturity Benchmark 2026 v1.0 published

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 →

May 12

Security

Subprocessors page published

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.

May 10

Cap Table

Cap table styling improvements

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.

May 6

Company

Homepage redesign for new brand

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.

May 6

Company

octelligence.com domain live

The new domain is live with redirects from minutebookcloud.com and equityvault.app preserving every URL. SSL, hreflang, and canonicals all configured.

May 6

Company

Renamed from Minute Book Cloud to Octelligence

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.

May 5

Resources

Documentation section launched

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.

May 5

Company

Resources hub launched

A dedicated landing for downloadable resources, starting with the share certificate template. Will expand to additional founder and counsel resources over coming months.

Apr 30

Company

"For Law Firms & Accountants" solutions page

New solutions page positioning the platform for firms managing many client corporations, with the Portfolio Licensing pitch and concrete workflows for paralegals and bookkeepers.

Apr 29

Company

Cap table solutions page launched

Dedicated landing for cap table and financing features, with side-by-side coverage of SAFE conversion, option pools, vesting, and waterfall analysis.

Apr 22

Company

Solutions pages launched

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.

Apr 20

Cap Table

Equity timeline visualization

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.

Apr 20

Cap Table

Warrant recording

Warrants with strike price, expiration date, and exercise conditions are now a first-class instrument. Tracked separately from options on the cap table.

Apr 19

Cap Table

Custom vesting schedules

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.

Apr 18

Cap Table

Stock option grants with vesting

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.

Apr 17

Company

Equity Vault merger completed

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.

Apr 16

Cap Table

Stock option pool creation

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.

Apr 15

Resources

Governance Maturity Framework v1.0 published

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 →

Apr 15

Plans

French pricing localization

French pages now display prices in CAD with French-language plan names and feature descriptions. Stripe checkout localized to French.

Apr 14

Certificates

Certificate states: active, superseded, revoked

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.

Apr 13

Company

French translation of the marketing site

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.

Apr 11

Company

Pricing page redesign

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.

Apr 9

Records

Firm-branded diligence exports

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.

Apr 7

Certificates

Branded verification page

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.

Apr 5

Team

Cross-corporation roll-up of filings due

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.

Apr 3

Team

Portfolio admin dashboard

Firms managing many clients now have a top-level dashboard with client list, filings calendar roll-up, and bulk team-management actions across clients.

Apr 1

Plans

Portfolio Licensing for firms launched

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 current plans →

Mar 30

Certificates

Certificate PDF improvements

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.

Mar 28

Platform

Share register pagination optimized

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.

Mar 25

Records

Unified activity log across both layers

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.

Mar 22

Plans

Concierge migration service launched

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.

Mar 20

Cap Table

Batch SAFE conversion at priced rounds

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.

Mar 18

Cap Table

Pre-round and post-round cap table snapshots

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.

Mar 16

Records

Corporate bylaw wizard

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.

Mar 12

Records

Bylaw amendments and version tracking

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.

Mar 10

Resources

Cross-Jurisdiction Governance Comparison published

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 →

Mar 10

Cap Table

Historical issuance entry

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.

Mar 8

Cap Table

Convertible note support

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.

Mar 5

Cap Table

SAFE recording with cap, discount, and MFN

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.

Mar 2

Records

Shareholder agreement wizard

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.

Feb 28

Platform

Bulk CSV imports up to 10,000 rows

Previous limit was 2,500. Imports now stream and process server-side rather than blocking the browser, so large historical registers come in cleanly.

Feb 21

Records

Activity log enhancements

The activity log now supports filters by actor, action type, and date range. Exportable as CSV or as part of the diligence package.

Feb 17

Cap Table

Conversions between share classes

Convert common to preferred or preferred to common between existing share classes. Conversions preserve the chain of title and supersede the previous certificates.

Feb 15

Records

Filings calendar with 30/14/3-day reminders

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.

Feb 11

Cap Table

Cap table scenarios

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.

Feb 7

Records

Debt obligations register

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.

Feb 4

Records

PSC register for UK companies

People with Significant Control register, aligned with UK Companies Act 2006 requirements. Captures nature of control, percentage thresholds, and effective dates for each PSC.

Feb 2

Records

ISC register for Canadian corporations

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.

Jan 31

Cap Table

Cap table and share register synchronized

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.

Jan 30

Records

Annual meetings and Minutes module launched

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.

Jan 20

Resources

The Diligence Failure Taxonomy published

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 →

Jan 13

Cap Table

Authorization checks block over-issuance

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.

Jan 11

Cap Table

Fully-diluted ownership view

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.

Jan 9

Cap Table

Holder profile pages

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.

Jan 7

Cap Table

Cap table view live (basic)

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.

Jan 4

Company

Equity Vault integration begins

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.

Dec 28

Platform

Continuous backup with 90-day retention

Every workspace now has continuous backup with 90 days of point-in-time recovery. Backup status is visible from Settings › Workspace.

Dec 22

Security

Configurable session timeout

Owners can now set session timeout policies per corporation. Default is 14 days; sensitive workspaces typically dial it down to 24 hours or less.

Dec 18

Certificates

Public verification URL launched

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.

Dec 16

Certificates

QR codes embedded on every issued certificate

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.

Dec 14

Team

Viewer role with section scoping

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.

Dec 8

Team

Owner and Editor roles

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.

Dec 6

Plans

Stripe checkout integration

Self-serve upgrade from Starter into Growth or Scale, with monthly or annual billing. Card details never touch our servers.

Dec 4

Plans

Annual billing

Pay annually and save vs. monthly on every paid tier. The annual option is the default highlight on the pricing page.

Dec 2

Plans

Paid tiers launched: Starter, Growth, Scale

Starter supports one corporation with the corporate records core, 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.

Nov 30

Records

Document version control

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.

Nov 24

Security

IP and timestamp logging on every action

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.

Nov 18

Certificates

Sequential certificate numbering per share class

Certificate numbers are auto-generated and sequential within each share class. Manual override is allowed during historical-import flows to preserve original numbering.

Nov 15

Resources

The Corporate Records Maturity Framework published

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 →

Nov 14

Records

Registered office tracking with effective-date history

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.

Nov 12

Records

Share transfer ledger

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.

Nov 9

Records

Securities register

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.

Nov 6

Certificates

Share certificate PDF generation

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.

Nov 3

Records

Constitutive document upload

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.

Oct 31

Security

Two-factor authentication via TOTP

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.

Oct 28

Records

Shareholders register

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.

Oct 24

Records

Officers register

President, CFO, secretary, treasurer, and other officers, each with role, appointment date, and resignation date. Historical entries stay queryable for diligence and disputes.

Oct 20

Records

Directors register

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).

Oct 16

Records

Share class structure

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.

Oct 13

Records

Corporation entity profile

The first workspace primitive. Capture corporation name, jurisdiction, incorporation date, business number, and registered office. Everything else in the product hangs off this entity.

Oct 9

Security

Account authentication and SaaS infrastructure

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.

Oct 6

Company

Marketing site live

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.

Oct 3

Company

Minute Book Cloud launched

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.