Changelog

The three most recent updates also appear on the dashboard of your members. When you post one, you can email it; that checkbox starts out unticked every time and shows when you last sent a mail.

An invitation link per organisation

One shareable link with which someone joins your organisation. The visitor lands on a page that shows which organisation it concerns and registers in one step, or confirms with an existing account. It can be switched on and off from the Members page.

Choosing which email you get

In your user settings you switch areas on or off separately: transactions and deeds, messages from your organisation, and annual statements. Mail that cannot be switched off is visibly locked, with the reason next to it. Every mail we send points to that same place at the bottom.

The log sits at the bottom of the organisation settings and under the Advanced tab of an instrument. Sensitive values are shielded: of an IBAN you see the last four digits, of a password or a key only that it was changed.

Signing rebuilt

Signing now always happens on behalf of a specific legal entity, along one path, in every screen. A signature that satisfies the party above it counts there automatically.

A signature records the details of a party as they were at that moment: name, address, registration number. Documents that have not been signed yet keep following the current details. And those details are only required at signing, not already when a transaction is created.

Email verification in your account

The “Security” block is now called “Account” and shows your email address with its verification status, plus a button to send a verification email.

The setting carries through to both the org chart and the instrument page, so what you close here stays closed in the place where people would look for it first.

Connecting Mollie without an API key

You connect your own Mollie account with a button instead of pasting a key. The platform reads whether you can already receive payments at Mollie and shows which steps are still open there; while those are open, an instrument cannot be invested in. You can disconnect as long as no payments are running.

At checkout you only see methods that are final within the hour, such as iDEAL, credit card and Bancontact.

Deeds per transaction type

You set a default deed per instrument for issues, and a separate one for transfers. The deed picker in the transaction form puts those first.

The share dialog gives you a ready-made snippet to put the org chart on your own website. Holders of an instrument are visible by name; their balances are not.

Documents attached to the structure can be downloaded from the public org chart, within the same visibility setting.

One board member is enough

Where signing authority follows from the powers of a legal entity, one board member signs on behalf of that party instead of the whole board. Until it is signed, the deed shows such a branch as “someone on behalf of X”. Powers that change after a transaction has been created are written along without touching the signatures already recorded.

Attachments and status in the transaction panel

The panel shows the attachments and the deed rows of a transaction, with a status line that says what it is waiting for instead of “waiting for payment by”. The payment status refreshes itself. In the invitation flow you step through several transactions with previous and next.

Subscriptions through Moneybird

You take out your subscription through a Moneybird checkout and see your current subscription in the organisation settings, with a link through to the contact portal. Moneybird is a Dutch company, so the invoicing and the data that comes with it stay inside the EU.

Entities with a trade register lookup

Legal entities in your organisation get a page of their own, with their governing bodies and powers of attorney in one place. When you add one, you pull the company details from the Dutch trade register with a KVK number instead of typing them over.

Board members without an email address can be recorded already; the invitation follows later.

Deeds in two languages

The issue deed and the transfer deed have been rewritten and are available in Dutch and English. The border colour of the deed is configurable per instrument.

Creating transactions in steps

A new dialog walks you through transaction type, numbering series and attachments, with validation per step instead of one long list of fields.

Adding participants from the member overview

You add a participant without leaving the member overview: search the existing members of the organisation, or enter an entity through the trade register. If the person already exists, you see that straight away instead of after saving.

Readiness per instrument

A badge on the instrument page shows what is still missing before you can issue, transfer or receive investments.