Equity release notes

Type Date Description
 New Sep 11, 2024

Portfolio assist

Leverage our new AI tool, Portfolio assist, to quickly gather portfolio related information and support you in making strategic decisions.

Learn more

 New Jun 2024

Implementation of notification service

We have integrated the Notification Service into Diligent Equity. This means as a Stock Administrator or Cap table owner you can manage notifications for specific events, including API key expiration, or the activation or deactivation of specific functions.

Clone a cap table

As Stock Admin or Cap Table Owner run scenarios on an existing cap table, helping you make investment decisions.

Learn more

Enhanced May 2024 .CSV upload capability for Holders

Now you can swiftly upload holders to your cap tables, increasing efficiency and reducing errors.