You can now bring your own PDF to Mantle for signature instead of using a Mantle-generated document. Attach your own paper when you draft an option grant or a SAFE — from the form, the drafts table, or the bulk drafting grid — then place the signature fields where they belong, preview the result, and issue it. Reissuing works the same way, and board actions that auto-publish carry your document through with them. Signing works even where a stakeholder has no email on file yet. Companies on Starter can sign up to ten custom documents, with a usage meter showing where you are against that.

Terminating a group of stakeholders no longer means working through them one by one. Select the people who are leaving and set their termination details together. Pending conditional vesting milestones can be settled inline as you go, rather than sending you off to each stakeholder's record first. Stakeholders with no outstanding options and no default post-termination exercise window are handled cleanly instead of stopping the whole run.

Options, shares, SAFEs, convertible notes and warrants can now be drafted in bulk in an editable grid. Paste straight from a spreadsheet and the grid grows to fit what you pasted. Anything it can't accept stays visible in the cell with a note on what's wrong, so nothing is dropped quietly. Undo and redo cover every edit — a whole spreadsheet import counts as one step, and undoing clears the errors it created. The row and column you're editing stay highlighted, large grids scroll and edit smoothly, and saves run in parallel so a long list of drafts doesn't crawl. Security IDs fill themselves in as you save, drafts linked to a board action are protected from accidental edits, and a draft that can't be saved no longer leaves half-finished stakeholder changes behind. When you're ready, publish the rows you're happy with — in bulk, or one at a time from its row actions.

Accounting Exports generates general ledger entries directly from your fund statements. Every line traces back to the exact document and statement line it came from. Your accounting team gets entries they can book and an audit trail they can defend.

Stop waiting for the next statement. Roll Forward starts from the latest reported balance and applies every cash flow and distribution since, up to today. - Live balances: See where positions stand right now, not as of the last statement date. - On in one click: Turn it on from Coverage Settings and get a live view of your investments.

Quarterly, semiannual, annual, irregular. Every fund reports on its own clock, and now Mantle Portal tracks each one that way. Set expected deadlines per fund and see every document’s status at a glance. - Deadlines that match each fund: Set expected reporting deadlines based on how often a fund reports, so tracking reflects its actual schedule. - A clear status for every document: Each document shows one of four statuses: Received, Due, Overdue, or Expected later.

Confirmation dialogs are now quicker to use from the keyboard. Press Enter to confirm or Escape to cancel. This applies to all confirmation, discard, and edit prompts across Mantle Equity. Share valuation price prompts stay out of the way while you type, so you won’t accidentally confirm a date.

Warrant exercise prices now show up to 8 decimal places, so you can see the exact figure on your warrants, just as you can on option details pages. Shorter prices display as they are, so $0.12 still shows as $0.12.

PDF documents now open correctly aligned in the viewer. Previously a document could render off-centre on first load and only snap into place once you zoomed.

Mantle now exposes a read-only MCP connector, so AI assistants can look up your equity data on request — cap table summaries, securities, stakeholders, board resolutions, equity plans, exercise notices and signing tasks. The connector is read-only and respects your existing permissions: it can see what you can see, across the companies, law firms and portfolios you already have access to, and it cannot make changes.

You can now sign the same document more than once when you hold different roles on it, such as signing as a company signatory and as an optionee.

Clicking an option grant draft from a board action now opens the draft directly, instead of a missing page.

OCX exports now use the column name Early Exercisability in place of Exercisability. Each option grant shows Y if it allows early exercise and N if it doesn’t.

After you sign a document, Mantle takes you back to the dashboard view you were on, so you can pick up where you left off.

To keep uploads fast and reliable, Mantle no longer classifies very large files automatically. Files above the size limit are still uploaded and stored, but they appear as unknown until they’re classified.

Mantle Portal now integrates directly with Addepar. Your extracted data lands there as finished transactions and valuations.

Your portfolio may hold more than just fund commitments. Now Mantle Portal does too.

Mantle Portal now has an updated public API. Pull your extracted data into the system of record whenever you need it.

Approved and in-progress board resolutions can’t be deleted directly. If you try, Mantle now tells you to contact Mantle Support, instead of showing a permissions message.

If you have access to several companies through a law firm, Mantle now opens to Managed Companies by default, so you can see everything you manage in one place. To open a specific firm’s dashboard, select it in the left navigation.

When you bulk edit convertible notes, you can now set the interest rate to 0%. The value saves as expected and shows correctly in the drafts list.

Law firm admins and managers can now see which client companies each team member has access to, making it easy to confirm current assignments. Law firm dashboard features aren’t enabled for every firm. If you’d like access, reach out to us.

Law firm admins and managers can now change team members’ role levels to adjust permissions as needed. You can promote others up to your own role level, but not above it. For example, managers can’t grant Admin access. Law firm dashboard features aren’t enabled for every firm. If you’d like access, reach out to us.

We’ve added a new Manager role for law firm dashboards. Alongside Admin and Viewer, it gives firms a middle tier for team members who need to manage the firm’s account without full Admin access. Law firm dashboard features aren’t enabled for every firm. If you’d like access, reach out to us.

Law firm admins and managers can now see each team member’s role level, so it’s easy to confirm everyone has the right permissions. Law firm dashboard features aren’t enabled for every firm. If you’d like access, reach out to us.

Desktop portfolio pages have moved to your dashboard. If you open an old portfolio link, such as one from an email or notification, Mantle takes you to the matching dashboard page. Mobile portfolio pages are unchanged.

The new dashboard is now available to everyone and is your home base when you log in. Mantle takes you straight to what matters most: pending signatures first, then your company’s cap table (or your list of companies if you manage several), then your portfolio. The old company select screen has been replaced by the dashboard’s Companies page, and existing bookmarks redirect automatically.

Open any security in your portfolio to see its full detail: terms, the vesting schedule tranche by tranche, and the documents attached to it — including forms inherited from the equity plan, such as exercise forms and plan revisions. Options you can exercise offer an Exercise action directly from the page.

Open any company from your portfolio to see everything you hold there, grouped by security type — shares, options, RSAs, warrants, SAFEs and convertible notes. If you are invested under more than one name in the same company, filter the view down to a single stakeholder.

Your portfolio now has an overview page listing every company you hold equity in. Each row shows how you’re invested, which security types you hold, capital invested, and your vesting progress. Click any company to see its full details. If you invest through more than one entity, a filter lets you narrow the view to just one.

Direct and co-investments now get the same level of care as your fund positions: - One place for every event: log an investment, a valuation update, or a distribution against a direct holding, each dated and noted. - Alongside your fund positions: direct holdings will show up in Investment Profile, Position, Activity, and Allocation views right next to everything else you hold. - Built for how these actually work: since there's no PCAP or capital statement for a direct deal, you enter and keep the numbers current yourself, whenever an update comes in from the company.

Capital calls, approvals, and wire execution used to live in three disconnected places: a document platform, an email inbox, and a bank's online portal. Not anymore. We partnered with Dream Payments to bring payment coordination directly into Mantle Portal: - One system, start to finish: track capital commitments and coordinate the execution of payments without leaving Mantle Portal. - Built-in execution: transactions are tracked from authorization through completion, powered by Dream Payments' embedded payments infrastructure. - No more stitching tools together: the workflows that trigger each payment now live in the same place as the data they're based on.

See every line from the original notice next to Mantle Portal's calculated totals, so you can confirm a document was read correctly without reopening the source PDF. - Every line, verified: individual line items sit right alongside Mantle Portal’s calculated totals. - Recallable & dividend tracking: dedicated tracking for recallable vs. non-recallable amounts, including dividends, plus a field for exactly when a notice was sent. - Footnotes: custodian statements now surface footnote detail alongside the numbers, so nothing gets left behind in the fine print.

We made it easier to get your data exactly where it needs to go. Mantle Portal can now connect to multiple systems at once, so the same verified data can flow out to everywhere you already work. Multiple export destinations: connect to Addepar, BlackDiamond, Affinity, and more, all at once, instead of being limited to just one. Sharper capital call & distribution detail: line-item detail, notice dates, and more precise recallable/dividend tracking on every notice. Verify without digging: confirm a document was read correctly without reopening the original PDF.

Documents you previously signed through DocuSign can be opened from your Tasks page, where DocuSign still makes them available.

Your Tasks page now has an Exercises section showing all your option exercise requests across every company, grouped into drafts and in progress. Each request shows the number of options, the company, the exercise date, and its current status. You can start, edit, and track exercises without leaving the dashboard, and each request links to the option it came from. Each option’s detail page also lists every exercise made from it. If you hold options through more than one entity, a filter lets you view one at a time.

When you create a SAFE, convertible note, or warrant, the stakeholder relationship now automatically defaults to "Investor." One less field to set manually.

When you add a new member to your company on Mantle, they'll automatically receive an email letting them know they've been added.

If you open a document for signature while signed in under a different email address than the one it was sent to, Mantle now explains what has happened and points you to the right account, instead of leaving you at a dead end.

We've given form fields, dropdowns, and date pickers a subtle visual polish across the app.

When managing securities in bulk using the data grid, you can now expand it to full-screen for more room to work.

Mantle Clerk can now link related securities on request (for example, linking a stock option to the shares issued when it's exercised.)

Mantle Clerk is now aware of your existing board actions and can help you update existing drafts or create new ones.

The Tasks page gathers every document waiting on your signature across all of your companies, in one list. Documents are split into what needs your signature now, what is awaiting other signatories, and an archive of completed ones. Each is grouped by company and shows the signing deadline where there is one. You can select several documents and sign them together.

Mantle Clerk can now detect and help you dedupe stakeholder records that represent the same person or entity.

Clerk can now help you create new share valuations or edit existing ones.

Your option ledger now supports additional columns, giving you a clearer picture of every grant without leaving the table. Track vested and unvested outstanding options, exercised quantities, returned or cancelled amounts, and the last vesting date for time-based schedules. All available as new columns you can add to your view.

Stakeholder addresses now appear correctly when you export OCX spreadsheets.

The new Companies page shows every company you have access to in one place, with each company’s billing plan and when it was last updated. If you access companies through a law firm, you’ll see which firm, and companies shared by several firms appear once with all firms listed. Sort, filter, and search to find what you need, and add a new company from the top of the page. Law firm members can choose whether to create it for themselves or as a client of their firm.

Mantle Clerk can now help you create new stakeholder records, update existing ones, and merge duplicates.

Sections like Company, Vesting, and Board don't have a page of their own; they just group related pages underneath them. Previously, if you collapsed one of these sections while on one of its child pages, nothing in the sidebar showed where you were. Now the section header stays highlighted so you can always tell which area you're in.

Mantle now supports bank statements from Jefferies, Itaú, and Citibank in addition to our existing bank coverage. If you'd like to add any banks not currently supported, reach out to portal_support@withmantle.com to let us know.

Last month, we brought you learned categorization, the ability for Mantle to remember how your team categorized ambiguous line items and apply those preferences automatically going forward. This month, that capability extends deeper into the extraction workflow. Line items in private market documents are ambiguous. "Other Expenses" may map to "Partnership Expenses" by one firm and "Other Income/Loss" to another. Mantle now learns your team's preference and applies it consistently. - **Auto-applied preferences:** Every correction or re-categorization your team makes is stored as a preference and applied automatically on future extractions.

Mantle Portal is now listed in the Claude Connectors Directory. - One-click setup: Search for Mantle Portal within the Claude directory for easy setup. - Ask Claude: Once connected, Claude can access your Mantle Portal data directly. Ask questions about your portfolio, query your document history, and surface insights without switching tools or re-entering context.

Mantle Clerk (our AI assistant) can now help you draft Restricted Stock Awards (RSAs), in addition to the security types it already supports.

Run into something Mantle Clerk doesn't support? You can now flag it right on the spot with a quick survey, so we know what to build next.

Account admins will now be able to manage team access directly, including inviting and removing users, and more granular role controls to give the right people the right level of access.

Mantle now supports bank statements from Jefferies, Itaú, and Citibank in addition to our existing bank coverage.

Every correction or re-categorization your team makes is stored as a preference and applied automatically on future extractions.

Mantle Portal is now listed in the Claude Connectors Directory.

We've updated stakeholder status labels from Active/Terminated to Active/Inactive across your Stakeholder views. Status now reflects whether a stakeholder has any outstanding securities, giving you a clearer picture of who's currently active on your cap table.

Mantle is now available in the Rippling App Shop

Every Mantle customer now has access to the Clerk AI assistant to help draft grants, manage documents, and answer questions.

Upgraded bulk actions

The stakeholder view shows more detail about each stakeholder and their holdings, with clearer labelling throughout.

Alongside the existing bulk edit option, you can now bulk re-issue or cancel signing directly from the context menu.

Select multiple cards in the "Awaiting Others" section of your Tasks sidebar to bulk re-issue or cancel signature requests at once. Re-issue is available for SAFEs and equity plan securities, and cancellations require a quick confirmation to prevent accidental clicks.

Bulk signing is now faster and more direct. Instead of an extra modal, just hover over a document's avatar in your Tasks sidebar to check it for signing, or use "Select all" to grab every document in a section at once. Once you've picked at least one, the Bulk Sign button appears and takes you straight to signing.

You can now invite stakeholders to Mantle directly from your stakeholder list. Select one or more stakeholders, choose Email/Invite, and preview the message before it sends.

When you publish multiple option grants to the same stakeholder at once, they'll now get a single consolidated email instead of a separate signing notification for each document.

You can now generate SAFEs using default templates built on Y Combinator's standard forms, ready to sign out of the box. For US entities: Valuation cap, no discount Discount, no valuation cap Uncapped MFN (no valuation cap, no discount) Pro rata side letter For Canadian entities: Valuation cap, no discount Pro rata side letter

Reviewing extracted data no longer requires opening every individual document.

Users can now perform bulk exports and imports for portfolio company metadata to avoid manual editing.

Users will be able to manage access for their Mantle Portal organization without needing to contact support.

All pending board action signatures are now listed within the Tasks tab for easy review and access.

Need to add or update a file on a SAFE, convertible note, warrant, equity plan, or share class? You no longer have to open the edit screen to do it. Just head to the resource's details page and use the new Attach Files button, or drag and drop a file straight onto the attachments table. From there, you can upload from your computer, pull a file from your data room, and control whether stakeholders can see it, all without leaving the page.

The Terminated badge now shows a red dot in the Stakeholders table, matching the stakeholder details page.

When a document is terminated, signers now see a clear message explaining its status right on the page. We've also removed the floating "next signature" button and disabled further signing actions, so there's no confusion about what to do next.

Add, update and remove board members yourself from the board members page — no need to contact support.

The AI assistant for cap tables is now available in beta for users who request early access via support.

The Mantle Portal connector for Claude is now live, allowing users to bridge structured data and documents directly into their AI tools.

The Portfolio Report feature now automatically writes quarterly LP reports and internal investment reviews for analysts.

A new portfolio benchmarking feature is being introduced to help users evaluate the performance of their investments.

Mantle SAFEs received the #1 Fintech Product of the Week award on Product Hunt following the launch of free issuance and e-signing features.

A new built-in e-signature system replaces the previous DocuSign integration to unify workflows for option grants, board actions, and SAFEs.

Capital calls and distribution notices are now captured as a single record rather than separate entries.

A dedicated workflow has been established to track the entire lifecycle of hedge fund transactions.

Users can now issue and collect signatures for SAFEs directly within Mantle with automatic cap table updates.

Uploading an employment letter allows AI Assist to automatically extract and populate details into a draft option grant.

The updated holdings view provides stakeholders with a clear and simplified breakdown of their ownership.

The system automatically pulls company highlights from ingested reports and organizes them into a searchable library.

New features have been implemented to resolve inconsistencies in portfolio company naming across different systems and CRMs.

Users can now provide a natural language description of a vesting schedule, which Mantle’s AI Assist will automatically configure in the platform.

The updated help center provides a searchable, stage-specific resource for managing workflows within Mantle.

The system now provides visibility into the internal breakdown of pooled capital across various vehicles, members, and trusts.

Users can now assign custom names to funds to align with internal terminology and reduce document matching confusion.

The system now supports multiple commitments from a single entity to the same fund without requiring complex workarounds.

Users can now store and organize custodian tax documents directly within Mantle Portal alongside private fund documentation.

The new Sheet view adds spreadsheet-style navigation and inline editing to improve efficiency in bulk option drafting.

The Mantle website has been completely redesigned to showcase expanded product functionality and the company's long-term vision.

Mantle Portal now automatically extracts and organizes data from major custodian statements to accelerate reconciliation workflows.

Users can create and save custom data views filtered by attributes like asset class or institution for efficient recurring reviews.

New PDF viewer enhancements provide expanded viewing, zooming, and highlighting capabilities.

A new tracking feature allows users to quickly identify and monitor outstanding custodian statements.

Users can standardize holding names across different institutions and ensure the system remembers these mappings for future statements.

The system now allows users to store external system IDs that are automatically applied to all future data exports.

A new direct integration with Rippling synchronizes team data to ensure automated and accurate equity workflows.

Teams paying for an annual Mantle subscription using their Loop Card are eligible for a $120 statement credit.

New updates make the management of equity plans and option grants more intuitive and efficient.

Users can analyze Statement of Investment data through flexible views organized by either investment round or holding.

The platform now provides AI-driven suggestions to normalize varying holding names across statements for more reliable portfolio analysis.

This partnership aims to transform Mantle into a financial operating system by connecting ownership data with compliant money movement.

This update introduces the first of several planned improvements intended to optimize option grant workflows.

New tools allow users to model fundraising scenarios and calculate post-money ownership with greater precision.

The platform now offers improved support to accurately reflect complex, real-world ownership structures on the cap table.

New reporting tools enable users to analyze capital distribution and portfolio diversification drivers.

Users can now classify each investment across essential categories to gain more detailed portfolio insights.

Mantle Portal now supports automated extraction of high-level information from public custodian account summaries.

The account registration flow has been updated to provide a cleaner and more intuitive experience for users.

New users now have access to a step-by-step checklist designed to walk them through the essential stages of platform onboarding.

Bulk document extraction now features smart recommendations that identify target documents based on type and existing cap table associations.

Users can now upload a high-level cap table and prepare it for round modeling with a single click.

The platform data room has received performance and collaboration upgrades to improve speed and usability.

Mantle has enhanced its AI-driven document reading and organization capabilities to ensure information is easier to locate.

A new document tracking interface provides immediate visibility into status updates and pending information requests.

Customizable views allow different internal teams to filter and prioritize document tracking information according to their needs.

New configuration options allow users to adapt document tracking schedules and cycles to specific fund requirements.

Mantle has launched Mantle Starter, a free version of the cap table management platform tailored for early-stage startups.

The AI-powered smart drafting capabilities have been extended to support bulk processing for additional security types.

A collection of user experience and functional upgrades has been released to improve the smart drafting and AI extract workflow.

Mantle has introduced an AI assistant designed specifically to answer queries regarding investor reports.

The smart drafting feature now uses AI to extract details from files and auto-fill form fields to save time and reduce errors.

New features have been introduced to support compliance and reporting requirements for Incentive Stock Options and Non-Qualified Stock Options.

Users can now gain deeper insights through improved tagging and management capabilities for SOI Holdings.

An upgraded viewer has been introduced to help users parse and explore dense SOI data more effectively.

The new Statement Scope field provides clarity regarding the composition of reported financial numbers.

Law firms now have access to a dedicated sandbox environment for testing AI document assist tools and preparing client-ready demos.

In-platform support for ISO and NSO split calculations eliminates the need for external Excel modeling during grant issuance.

New report settings help users manage the challenges of inconsistent reporting timelines across multiple GPs.

New view filters assist users in maintaining a clear picture of their portfolio performance even when GPs publish statements late.

In-platform exercising capabilities have been upgraded with new administrative tools following the feature's initial launch.

A new toggle allows users to set grant expiration defaults to plus one day for increased flexibility in equity planning.

Upcoming support for conditional vesting will soon enable users to better represent complex vesting logic within the platform.

Mantle Portal now supports seamless integration with cloud drives like SharePoint to ensure critical documents are automatically backed up.

Mantle Portal now offers a search feature that allows users to instantly find specific files or information contained within their documents.

Users can now access real-time snapshots of investment data with filters for fund family, asset type, and individual commitments.

Mantle Portal has introduced new features including K-1 filtering, multi-portfolio management, and support for non-US tax documents.

Platform admins can now granularly manage who interacts with and views their company's cap table.

A new authentication process provides a more reliable and seamless login experience.

Mantle Portal now enables professional services firms and LPs to manage multiple portfolios seamlessly within a single organization.

A new filtering option allows users to automatically display only the latest version of K-1 documents to improve retrieval efficiency.

Mantle Portal now supports the collection and organization of non-U.S. tax documentation including 1042-S and T5013 forms.

Users can now sync cap table data directly to Nasdaq Private Market in a few clicks to expedite secondary liquidity programs.

Users can now update share classes at the charter level to modify historical or new authorized share counts efficiently.

The platform now tracks historical common share valuations and uses this data to recommend accurate option grant exercise prices.

Updates to the Stakeholder view make it easier for users to identify their holdings and investment names.

Data extraction functionality has been improved to provide more powerful and user-friendly tools for law firms.

Mantle now provides three levels of granular data extraction for capital calls and statements in alignment with ILPA guidelines.

Mantle Portal now automatically verifies totals on capital calls and distribution notices to highlight discrepancies and ensure report accuracy.

Users can now hide data columns to create and save personalized, streamlined views within the Mantle Portal.

Mantle Portal now allows users to export raw data for custom analysis and integration with external tools.

Warrants are now supported in the tie-out flow to ensure more accurate and comprehensive capitalization calculations.

Mantle is collaborating with the Open Cap Table Coalition to promote standardized cap table language and seamless industry integration.

Leading law firms are piloting upgrades to Mantle's new Tie-Out Tool to improve data verification workflows.

The platform now supports multi-currency options and allows users to track currency and series information in board reporting.

The new Tie-Out Tool streamlines data verification for law firms by comparing cap tables against underlying legal documents.

New dedicated dashboards allow law firm partners to centrally manage client companies and permission settings.

Administrators can now import stakeholders via CSV files to simplify the account onboarding process.

The platform now accurately captures alphanumeric security IDs to provide more flexible capitalization tracking.

You can attach your Equity Incentive Plan, Notice of Option Exercise, and other forms directly to your stock option plan in Mantle to automatically share them with all option holders.

The platform has received incremental user interface refinements to refresh the look and feel of the product.

Improvements are underway to refine our onboarding process, ensuring a polished and warm welcome to new users.

For grants that don’t fit into a given vesting template, you can now customize vesting schedules on a per-grant basis.

We’ve added a new section to review, add, or edit vesting schedule templates.

The ability to update all affected securities when a stakeholder has been terminated is now available in the Stakeholder section of the platform.

Categorize stakeholders as an individual or an institution.

Support has been added for spreadsheet exports utilizing the Open Cap eXport format to align with Open Cap Table Coalition goals.

The timeline view has been updated with new utility features to help users find information more efficiently.

A high-fidelity month-over-month view of your ESOP has been added to assist with hiring and pool planning.

A new AI-powered company onboarder is currently available in private beta to accelerate the client setup process.