Bulk Countersignature for issuers
Closing out a tranche just got a whole lot faster. Issuers can now bulk countersign agreements directly from the Pre-Closing tab — select investments individually with pagination, or use Select All to cover every eligible investment across pages in one shot.
A few details worth knowing:
- Only the signatory assigned to the offering can trigger a bulk run
- A confirmation modal shows how many investments will be countersigned before you commit
- Investments with outstanding tasks are skipped automatically
- You’ll receive a summary email when the job completes, including any failures
- If a bulk run is already in progress for an offering, additional runs are blocked until it finishes
Every bulk countersign is recorded in the audit log alongside the user who triggered it.
Custom message on the subscription page
Issuers can now display a custom message to investors on the subscription step of the workflow. This is configured per offering under Security Details & Description with a rich-text editor that supports bold, italics, and underlines.
This is especially useful for offerings like convertible notes, where investors benefit from extra context on the terms before completing their subscription. The message only renders when content is provided.
Smaller refinements
- Plaid uploads now use the clearer Add New File label instead of Update, in line with the rest of the workflow.
- Issuer phone numbers in Issuer Settings are now stored in standardized E.164 format with validation on save, which prevents formatting issues from showing up downstream in the investor flow.
- Additional signer KYC emails now use updated templates that correctly distinguish between a signer and a UBO.
Bug fixes and small improvements
This release also includes a wide range of fixes across the platform:
- Smoother behavior throughout the investor workflow, especially around payments, additional signers, and entity investments
- More reliable KYC and KYB handling in the issuer portal
- Cleaner messaging, validation, and email links across both portals
- Polish touches to mobile UI on smaller and newer device screens
- Stability improvements to staging admin tooling
All of these roll out automatically — no action required.
Feedback? Let us know through your usual support channel.