Orchestra Feature Release Timeline

At Orchestra we invest continuously in our product to add new features and enhancements, many of them based on feedback from our customers and their investors, with a release cycle happening roughly every two weeks.

Here’s a summary of the key features we have released since we have launched. For more details on smaller enhancements or changes, please contact us

2021 feature releases

  • November 2021

    Update to ESOP Packages

    A new ESOP grant letter creation tool which is included with our Professional or Platinum ESOP packages. This tool streamlines this process for company administrators and includes e-signing for each participant.

    Investment overview dashboard update

    The investment overview dashboard has been updated to include associates and option details. It displays separate sub-menus if the investor has both investment shares and options.

  • October 2021


    Admins can now delete communications that have yet to be published. The deleted communications will be removed from the communication list.

    Folder Permissions

    When companies are creating a folder, the default permission has been set to “Administrators”. This prevents the accidental sharing of confidential company documents with investors.

    Update to document e-signing

    An email notification is now sent to the Admin when the document has been completed and signed by all parties (this is in addition to the pen icon turning green next to the document in Orchestra).

  • September 2021

    Update to Folders

    Replaced "collections" with a streamlined process for the creation of document folders, including functionality to create folders for individual stakeholders.

    Audience Groups

    Access to folders, documents or communications is now controlled by Administrators through the Audience Groups feature.

    Investment overview dashboard for stakeholders

    A new Investment overview has been added to the dashboard for stakeholders.

  • August 2021

    Email notification

    Shareholders will now receive a notification via email on all transactions which they are involved in.

  • July 2021

    Document e-signing

    Phase 1 of our partnership with DocuSign, that allows relevant documents (up to 5 signatures) to be signed within the Orchestra platform.

  • June 2021

    Statement of holding view

    Statement of holdings are now available for company administrations to view via the shareholder list.

  • May 2021

    Document Vault enhancements

    Create folders within folders for improved document storage.

    Stakeholder Overview Page

    See all shareholdings, associate details, ESOP and options for a stakeholder in one view.

  • April 2021

    Investor View-Only Access

    Grant 'View Only' rights to your key investors so they can see an entity's full share register.

    ESOP Enhancements

    Forecasting graphs to help you visualise past and future events for different grants, along with the ability to download the option grant history and forecast, bulk import existing option grants, and apply vesting schedules historically.


    SAFE (Simple Arrangement for Future Equity) added as an Associate field.

  • March 2021

    Associate Shareholder Tools

    If you have investors who hold Convertible Notes, SAFEs, Shareholder Loans or other Hybrid Equity positions you can document these shareholdings.

    Dividend Payment Module

    Use this tool to easily capture required shareholder information, calculate dividend payments, and report on payouts.

  • February 2021

    Employee Share Trusts (also know as 'Loan to Purchase') & Phantom Shares

    Now supported as part of the Employee Share Ownership module.

    Easier access to Communications Messages

    All investors can now access messages you send them, even before they have completed creating their Orchestra account.

    Additional users for investment parcels

    A new user interface to more easily add and manage users that can access and view an investment entity.

    New Directors and Company Secretary Registers

    Record your key Director and Company Secretary details if you wish to create a separate register for these (e.g, for Australian companies).

2020 feature releases

  • December 2020

    Employee Share Schemes & Options

    A comprehensive module to manage different types of Employee Share Schemes including ESOP, Share Trusts and Phantom Shares.

    Stakeholder Info Tiles

    Add information to the dashboard which investors will view when they log into Orchestra. This could include contact info, share price info or distribution information.

  • November 2020

    Custom Fields

    Request and save any information you require from your investors; ie. bank accounts, tax numbers, additional emails.

    Multi-Factor Authentication (MFA)

    We've introduced Multi-Factor Authentication via text for secure and verified sign-in.

    Transaction record filtering

    Extended support for exporting filtered transaction data.

  • October 2020

    Stakeholder Communications

    See which of your stakeholders have signed up to Orchestra. (All stakeholders will receive messages you send, even if they have not joined up to the platform yet).

    You can now add images to your communications, and also documents that are saved in your document vault.

    General enhancements

    • Upload and save supporting documents to any share transaction.
    • Export your transaction history as a CSV file.
    • Multiple user accounts can now be added to a share parcel if required.
    • Draft mode now available to allow companies to be edited without updating the Companies Office or investors.
    • Admin tools for uploading bulk historical data.

    Secondary trading

    Orchestra now offers access to a platform that allows private companies to run trading events where investors can participate in buying and selling their shares, creating liquidity for your shareholders.

  • September 2020

    NZ Annual Return filing

    Complete your NZ Companies Office Annual Return using Orchestra.

    Continuity Reporting

    Download a basic shareholder continuity report highlighting changes to shareholdings on a year to year basis.

    Direct Parties support

    Load up multiple parties as owners of a share parcel. This means you can upload user and address details for all trust, partnership and joint holding entities.

  • August 2020

    Share Register Reporting

    You may need a share register report that you can easily download as a hard copy of your data. We have created a clean report you can add your company branding to for this purpose.

    Associate shareholders

    For investors who hold instruments such as Convertible Notes or Shareholder Loans you can document these equity positions as well as give these investors access to the investor portal for your business.

    Entity Updating

    As well as updating your shareholdings you can also now update your Company Details, add a company alias and logo for Orchestra.

Orchestra feature requests

If you want to request a new feature or functionality for Orchestra, reach out to our team.

Contact us