April 26th, 2026
New
Cuspy is introducing the Capital Movement Report, a new reporting feature designed to provide clear visibility into capital activity across your portfolio.
The report tracks daily capital movements within a user-defined date range, supporting both single and multiple security class selections. For each date where movement occurs, the report surfaces an aggregated movement quantity alongside the corresponding opening and closing balances — giving users a concise, day-by-day snapshot of how positions are shifting over time.
The Capital Movement Report is designed to help operations, finance, and portfolio teams quickly identify and reconcile capital flows, monitor position changes at a security class level, and maintain an accurate audit trail of daily balance movements. It is particularly useful for detecting anomalies, supporting end-of-period reporting, and ensuring alignment between expected and actual capital activity across any given date range.
April 22nd, 2026
Cuspy has successfully completed its annual security audit conducted by an independent third-party auditor - Clearnet Labs, with no non-conformances identified.
The overall assessment of the Cuspy and Meeting web applications and associated APIs concluded that the platform’s security controls were adequate for protecting Cuspy customers against most common cyber attacks. Cuspy should be commended on secure development and design practices.
This independent audit was conducted by Clearnet Labs, covering code scanning, infrastructure security review, automated and manual penetration testing, and third-party dependency auditing. As part of the engagement, the Cuspy team also benefits from regular knowledge-sharing sessions with Clearnet Labs on security best practices in software engineering and DevSecOps. We would like to extend our sincere appreciation to Clearnet Labs for their excellent cybersecurity services and expertise.
About Clearnet Labs
Clearnet Labs (https://clearnetlabs.com.au/) is a leading Australian cybersecurity firm specialising in penetration testing, red team operations, application security, and cloud security assessments.
Clearnet Labs team specialises in high-impact testing and secure engineering — from simulated attacks and adversary emulation to helping companies build and defend applications the right way. We don't just find vulnerabilities. We show you what it means when someone exploits them
April 18th, 2026
New
Investor Account Claims
Asset issuer admins get complete visibility into investor account claiming activity across the organisation — with the ability to navigate into individual accounts for a detailed view of each claiming status.
User can navigate the claim list from main menu under the Investors > Claim Status
Or
From the Dashboard, by clicking View list to access the claim list.
April 11th, 2026
New
Onboarding Wizard
We've improved the onboarding experience for new organisations. First-time users are now guided through a clear, step-by-step setup to create investors, security classes, and transactions.
Security Classes Filter
Finding the right security class just got easier. The new security classes filter lets users quickly narrow results by status, type, and dilution — giving organisations with diverse asset types a faster, more intuitive way to find exactly what they need.
March 26th, 2026
New
Asset issuers can now deliver generated documents to specific investors directly from the platform. To use this feature, navigate to Investor Account > Document and select Send via Email. You will be redirected to the email correspondence page, where you can choose the appropriate document email template and dispatch it. The investor will receive the document through a secure link.
March 13th, 2026
Improved
Security Register Report
Asset issuers can now filter out zero-balance holders from the security register report. By default, only investors with a positive balance in the selected security classes are shown.
Help Center
Need help? Cuspy publishes comprehensive help articles to guide you through every feature, with more tips and content added regularly. https://help.cuspy.app
March 7th, 2026
New
Cuspy has introduced the Issued Capital Report, enabling asset owners to explore current and historical issued capital balances alongside investor account statistics, filtered by date and security class.
February 11th, 2026
New
New Dashboard Component
The Dashboard now includes Cap Overview, giving you real-time visibility into your capital structure and top investor breakdown. Switch seamlessly between Undiluted and Fully Diluted views to see the numbers that matter most.
Contact Name Merge Field
User now is able to use Contact Name merge field for email correspondence and document.
For Email
The merge field displays the investor's contact name when available. If no name is provided, it will appear blank.
For Document:
<<[investor.contact_name]>>Please view more details on https://developer.cuspy.app/document-generation/doc-system-merge-fields
Cuspy System Email Templates
All system email templates have been redesigned to match Cuspy's brand guidelines. Generating welcome emails is now simpler than ever.
February 7th, 2026
New
Asset issuer users can now delete draft correspondence tasks. This gives you greater control over your task list and helps keep your workspace organised by removing drafts that are no longer needed.