Document wizards and migration tools

By March, the platform had a cap table, a structured minute book, and the compliance registers. What it didn't help with were the foundational legal documents themselves: the shareholder agreement and the bylaws. Counsel still drafted those in Word and uploaded the PDFs at the end. March changed that with two structured document wizards and a complete migration toolset that lets founders bring an existing cap table in from any of the four most-common cap-table-only platforms.

Shareholder agreement wizard

March 2 shipped the shareholder agreement wizard. The pitch: most early-stage shareholder agreements are templates filled in by counsel after a structured intake. The intake is the actual work. The drafting is mechanical. So we made the intake structured.

The wizard walks through every typical shareholder agreement provision: classes of shares (pulling from the cap table you already defined), voting thresholds, pre-emptive rights, right of first refusal, drag-along and tag-along, valuation methodology, exit waterfall, dispute resolution, and confidentiality. At the end you get a structured agreement that reflects each share class already in the cap table, so the agreement and the cap table never drift apart.

Counsel still reviews and tunes before adoption. The wizard isn't a replacement for legal judgment. It's a replacement for the part of legal work that's just structured data entry.

Corporate bylaw wizard

March 16 brought the bylaw wizard with the same approach. Board composition, officer roles, meeting requirements, quorum, indemnification provisions, share transfer restrictions, dispute resolution. Tailored to your jurisdiction: CBCA, OBCA, Delaware General Corporation Law, and a growing list of others.

The bylaw wizard is paired with bylaw amendments tracking (March 12). When you amend bylaws later, the amendment captures the effective date and the approving resolution, and the prior version stays queryable. So three years from now, when counsel asks "what did the bylaws say about board composition before the September 2027 amendment?", the answer is one click away.

SAFEs land: the first equity feature from the merger

March 5 brought SAFEs into the merged product, the first equity-side feature from the Equity Vault integration to land. SAFEs get 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. The intake captures every field counsel typically needs at the next priced round.

Convertible notes follow on March 8 with interest accrual, maturity dates, and qualified-financing conversion mechanics. Notes appear separately from SAFEs on the cap table, since the legal treatment differs.

The payoff lands two weeks later: batch SAFE conversion at priced rounds (March 20). The conversion engine handles cap, discount, and MFN across a stack of SAFEs in one transaction, generates the new preferred certificates, and produces a pre-round and post-round snapshot. This is the operation most cap-table tools either skip or hand-wave. Octelligence treats it as a structured, reversible operation with a full audit trail.

Pre-round and post-round snapshots

March 18 added automatic before-and-after snapshots at any financing event. The snapshot is permanent, exportable, and linked to the related board approvals from the Annual Meetings module that shipped in January. Counsel reviewing a financing post-close can pull both states with two clicks.

Concierge migration service

March 22 launched the concierge migration service, included on Growth and Scale plans. We handle holder import, historical issuances and transfers, minute book entry, reconciliation, and cutover, regardless of the source system. Carta, Pulley, Mantle, Cake Equity, an Excel sheet, a paper binder. Typical turnaround: 5 business days for a clean cap table coming from a cap-table-only platform. Two to three weeks for corporations with significant paper history that need to be brought into a structured system from scratch.

The unstated value: the concierge service catches things founders miss. Missing transfer documentation, backdated entries without paper trails, vesting schedules that don't match grant letters. We surface these as part of the migration so they can be cleaned up rather than carried into the new system.

Historical issuance entry (March 10) is the supporting feature that makes migrations clean. Issuances are recorded with their original date and certificate number, so the verification page shows the actual historical record.

PDF/A archival certificates

Certificate PDF improvements (March 30) bring two upgrades. 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.

What it set up for April

March was the last full month under Minute Book Cloud. By month-end the platform had become a credible replacement for any cap-table-only tool: SAFEs and convertibles were live, conversions worked end-to-end, the wizards meant new corporations could be set up without a separate legal-document tool, and concierge migration handled inbound traffic from Carta and friends.

The stage was set for April's two big events: the Equity Vault merger completing on April 17 (bringing options, warrants, and the equity timeline), and Portfolio Licensing launching on April 1 (the start of a serious B2B distribution strategy through law and accounting firms).

By the numbers

• 2 legal document wizards (Shareholder Agreement, Corporate Bylaw)
• 3 new equity instrument types (SAFEs, convertible notes, batch conversion)
• 5 business days: typical concierge migration turnaround for a clean cap table
• 11 changelog entries in March 2026

For the line-by-line view of every change shipped in March, see the changelog.