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Release Notes - 2026

April 4, 2026

General Updates

  • Data Room Permissions Modal: We improved the Data Room Permissions modal so the save and cancel buttons stay visible at the bottom of the screen when scrolling through a long list of permissions. 
  • Companies and Firms exports: Excel exports from the Companies and Firms page now include all records that match the current filters, not just the first page of results. This applies to both companies and users.
  • "Stock Option Exercise (Upload Only): We updated the grant selection step so fully exercised grants no longer appear in the dropdown. Users will now only see grants that are still exercisable, making grant selection clearer and reducing selection errors.

March 21, 2026

General Updates

  • Grant Shares Workflow Email Editing: The Grant Shares or Options Under Stock Incentive Plan and Grant Shares Outside of Stock Incentive Plan workflows now allow editing of the stakeholder email at the Checkpoint.

March 7, 2026

General Updates

  • My Equity for Multiple Roles: We've fixed an issue where users with multiple roles at a company were not being taken to the correct view when clicking the My Equity link. The user's selected role will now be accurately reflected when navigating to My Equity.
  • Change Board Members: The board member change workflow has been improved to better handle resignations and removals. When a board member is removed, you'll now receive a prompt to also run the termination workflow if they have left the company. 
  • Workflow Administration Improvements: The workflow administration page now includes an unsaved changes warning that prompts users before navigating away, preventing accidental loss of work. Additionally, the save button now remains visible when scrolling.
  • RSU Settlement: The exercise report now includes RSU Settlements, providing a complete view of equity activity alongside stock option exercises.

February 21, 2026

General Updates

  • Cap Table Export Updates: We made two enhancements to the Cap Table export.
    • The Grants Tab now includes a column to display the total shares exercised for each grant. 
    • We added extra columns for settled and outstanding RSU to the RSU tab of the Cap Table export.
  • Ignored Users in Finch Integrations: When integrating with your HRIS system through Finch, you can now choose to exclude specific users from any updates using the Ignored Users setting. 

February 7, 2026

General Updates

  • Plan Utilization Report Enhancements: We enhanced the Plan Utilization Report to improve clarity and usability. Report fields are now collapsible, allowing users to simplify the display and focus on the data most relevant to them. We added a new Shares Available column to provide an at‑a‑glance view of remaining authorized shares, as well as a visual bar chart to help clients easily compare shares available versus shares utilized across any selected time period.
  • Finch Email Verification Experience: We’ve improved how email verification works to reduce unnecessary or unexpected verification emails. When work or personal email addresses are added through integrated HR systems or HR uploads, verification emails are no longer sent automatically.
  • Stock Split Handling for Advisor Agreements with Equity Promises: We improved stock split processing to ensure seamless handling for agreements associated with advisors with an equity promise.
  • Finch HR Upload Workflow: The HR Upload workflow has been updated to accept both the format used in the Finch integration and the standard HR employee import format when the Finch integration is enabled. The user may pick the template format that matches their upload template.
  • Equity Financing Note Conversion: We enhanced the Equity Financing workflow to support selecting individual notes rather than converting all notes at once.
  • Termination Workflow Email Verification: We added an option to skip the email verification step, allowing termination processes to complete even if the employee does not verify their new contact information.
  • Stock Incentive Plan History: We added a Plan History section to the company profile to track approved reserved shares over time, with links to related plan documents.

January 24, 2026

General Updates

  • Uploaded Form I-9 Access: Uploaded Form I-9s are now automatically marked as documents containing sensitive information.
  • Merge Inactive Duplicate Users: Duplicate entries for individuals in your company can now be merged. This is now available in the User Directory. Only inactive users (i.e., users who have not activated or logged in to their account) in your user directory are available to be merged. 
  • IRS Form 83(b): We updated the IRS Form 83(b) Election to the 2025 version.
  • User Approval Permissions: For clients utilizing the user approval feature, if there are pending new user approval requests and all of the designated approvers are removed, the system will automatically approve all outstanding requests. This update prevents workflows from becoming blocked when the next step requires approval but no approvers have been set. Messaging has been added to the User Approval Settings screen to explain that users will be automatically approved until at least one approver user is added.
  • User & Firms Directory Report Export: Filters for the Users & Firms Directory Report are now applied to the downloaded report as well.
  • Start Date Change Workflow: The Start Date Change workflow Wait for Employee Signature step now allows for uploaded employee signature pages.
  • Form W-4 Update: We updated the IRS Form W-4 to the 2026 version.

January 10, 2026

General Updates

  • HR Connection: We’ve improved the onboarding experience by adding a clear indicator for the wait time while Finch connects with your HRIS provider. This update helps set expectations and ensures a smoother integration process.
  • Directory Export Update: We’ve added a Status column to the Users and Companies export files to make it easier to see account and relationship states. This update improves clarity and ensures you have complete information when reviewing stakeholders and entities
  • Bulk Secondary Sales and Transfers: We’ve rolled out bulk upload capabilities for secondary sales and transfers, allowing you to upload multiple transactions at once.
    • Saves time: No more repetitive, individual uploads for multiple data entries.
    • Reduces errors: Bulk processing ensures consistency and fewer mistakes.
    • Optimized for growth: Built to support larger companies handling complex equity data.
    • How it helps you: Streamlines your workflow, boosts data accuracy, and accelerates onboarding to Fidelity Private Shares.
  • Terminology Update: We’ve updated all references of “Bridge Note” to “Convertible Note” throughout our platform, including workflows, reports, and planning tools. This change aligns with current market standards and ensures consistent, clear terminology for a better user experience.
  • Data Room Folder Permissions: When you share a parent folder, all child folders are now clearly marked with a grayed-out check mark to indicate they inherit the same sharing permissions. This improvement makes sharing behavior more transparent and easier to understand.