The Equity Vault merger and the Octelligence launch

This release is the consolidation moment. Eight months of work under Minute Book Cloud, plus Equity Vault's equity layer that had been integrating since January, all came together as Octelligence. The Equity Vault merger formally completed on April 17. The rename to Octelligence shipped May 6. The new domain went live the same day. Portfolio Licensing for law and accounting firms launched April 1. The Operating Agreement template (the third document wizard) shipped May 14. Comparison pages, documentation, and the Product Hunt launch all landed in the last 48 hours before this changelog publishes.

Portfolio Licensing for law and accounting firms (April 1)

April 1 launched Portfolio Licensing, designed for firms managing many client corporations rather than founders managing their own. Volume pricing, firm-branded certificates and verification pages, cross-entity reporting, and a portfolio admin tier that sits above the per-corporation Owner role.

The portfolio admin dashboard (April 3) gives a firm a top-level view across every client corporation: client list, filings calendar roll-up across all clients, and bulk team-management actions. The cross-corporation roll-up of filings due (April 5) is the feature paralegals love most. Stop missing deadlines across a portfolio because filings now surface in one sortable view rather than one corporation at a time.

Firm-branded certificates and diligence exports followed April 7 and April 9. Every client export now looks like it came from the firm rather than from the platform. The verification page carries the firm's logo. This matters because the firm's brand is the trust signal at diligence, not ours.

French translation and pricing (April 13 and 15)

April 13 shipped the full French translation of the marketing site with hreflang annotations and a complete FR solutions, pricing, alternatives, and contact tree. Required for Quebec-incorporated customers and Bill 96 compliance. French pricing localization followed April 15: prices in CAD with French-language plan names and Stripe checkout localized to French.

The Equity Vault merger completes and the remaining equity features land (April 16 to 20)

April 17 was the formal close of the Equity Vault merger that began as an integration on January 4. The cap table view and SAFEs had been live since January and March; the remaining equity features (options, vesting, warrants, equity timeline) shipped in the days surrounding the merger date.

The week unfolded like this:

• April 16: Stock option pool creation. Define a pool with a fixed authorized count; grants draw from it.
• April 17: Equity Vault merger completes. Single team, single billing, single legal entity.
• April 18: Stock option grants with vesting. ISOs, NSOs, and non-US options.
• April 19: Custom vesting schedules: monthly, quarterly, milestone-based, or fully custom per grant.
• April 20: Warrant recording as a first-class instrument, plus the equity timeline visualization that brings every equity event into one chronological view.

What "merger complete" meant in practice: customers who had separate Minute Book Cloud and Equity Vault accounts got a single workspace with all their data unified. Old URLs from both products kept resolving. Billing consolidated into one Stripe subscription. By the end of the week the platform covered both halves of a private company's records: corporate records and equity, in one system, with a single audit trail.

Waterfall analysis (April 19)

One of the most-requested features since the cap table launched: waterfall analysis for exit modelling. Model proceeds distribution across share classes and option holders under different exit scenarios. Liquidation preferences, participation rights, option exercise assumptions, and acceleration treatment all configurable per scenario. Available on Growth and above.

The rename to Octelligence (May 6)

May 6 was the brand transition. The original name, Minute Book Cloud, described the corporate-records side accurately but no longer captured the full scope after the April 17 merger. The new name, Octelligence, sits above both halves of the product. Same team, same database, same data, new identity.

The same day brought the new octelligence.com domain (with redirects from minutebookcloud.com and equityvault.app preserving every URL) and a homepage redesign. The new hero copy reads: "Corporate records. Equity. One platform." It's the shortest possible articulation of what the merger produced.

Operating Agreement template (May 14)

May 14 added the Operating Agreement template, the first LLC-specific governance document. It 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.

With this, Octelligence now covers the three core governance documents private companies use: shareholder agreement (for corporations), corporate bylaws (for corporations), and operating agreement (for LLCs). The drafting work that consumes most early-stage legal budgets is now a structured wizard.

Documentation, comparison pages, and Product Hunt (May 5 to 21)

The documentation section launched on May 5 with the hub structure and sidebar navigation, the day before the rebrand. It got a major expansion on May 21 with 11 new articles (getting started, share class setup, SAFE conversion, options vesting, certificate issuance, transfers, corporate records, team access, migration, and a long-form FAQ) timed to land alongside the Product Hunt launch.

May 20 shipped the comparison pages against Carta, Pulley, Mantle, and Cake Equity. The Product Hunt pitch is one line: "the only cap table tool with a real corporate records book." That single difference is what justifies the whole product's existence relative to Carta, Pulley, Mantle, and Cake.

What's next

Post-launch, the focus shifts. June will be about iteration: what Product Hunt feedback tells us to fix, what comparison-page visitors are confused about, what counsel asks for after running their first diligence export. Bigger feature work continues in the background, with the next release likely centred on additional integrations (DocuSign, accounting platforms) and deeper US state-specific support.

The pace stays the same. The changelog updates most weeks. Releases ship every 4 to 8 weeks. The next release post will land roughly mid-to-late June.

By the numbers

• 33 changelog entries across April and May
• 1 new language (French) for the marketing site
• 4 comparison pages launched
• 11 documentation articles in the launch wave
• 1 Product Hunt launch

For the line-by-line view of every change shipped in April and May, see the changelog.