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.