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

{{investor.contact_name}} 

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.