Minor improvements to Cap table report with drafts for PIU and phantom/CBU

What's new

Cap table reports are more consistent when run with drafts of PIU or phantom/CBU securities. 

Why is it important

Now drafted securities are consistently handled for fully diluted share counts:

  • CBUs from plan are included

  • Non‑plan CBUs are excluded

  • PIUs from plan are excluded

How does it work

From the Run Reports screen, select Cap Table and choose Include draft securities under Additional Options.