Summary

This release (26.3) focuses on improving ownership accuracy, reporting capabilities, and overall usability across key equity tools. We’ve introduced new export and reporting options in Business Hub, refined chart and cap table experiences, and resolved issues affecting Org Charts and indirect ownership calculations. Together, these changes make it easier to analyze data reliably and share insights with stakeholders.

New Features

Business Hub export and reporting
Added new export and report functionality in Business Hub so users can more easily pull data out, run analyses, and share structured reports.

Improvements

Charts & Reports wording update
Updated the “Step 1” label to “Select Entities” in Charts & Reports to better match user expectations and make the workflow clearer.

Cap table updates
Implemented changes to the cap table experience to improve how equity information is presented and managed.

Bug Fixes

Indirect ownership overstated
Fixed an issue where indirect ownership was being overstated, ensuring ownership calculations and downstream reporting are now accurate.

OrgCharts blank in Firefox
Resolved a problem where OrgCharts appeared blank when viewed in Firefox so organizational structures now display correctly across browsers.