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 launch. For more details on smaller enhancements or changes, please contact us.

2023 feature releases

  • April 2023

    Preset vesting templates for ESOP

    We are excited to share that vesting templates for ESOP grants are now available. To help you save time when administering ESOP, we have created vesting schedule templates for your grants. Simply select the type of vesting schedule you would like to use, enter the details and save your template. You can then select the template you wish to use when offering grant options to an employee.

  • Drag and drop folders to the Document Vault

    For those of you who have multiple documents to store in your Document Vault, you can now drag and drop these into folders straight from your device, making it a much smoother experience when governing how your company operates. Simply click on the document you would like to move and drag it over to the folder you would like to save it in.

  • March 2023

    Search shareholders by 'alias'

    For businesses with a sizeable number of shareholders, we have made it even easier for you to search and filter through your shareholders using the ‘alias’ field rather than their name. You’ll find it helpful for locating your trust shareholders by their trust name where it has been entered as an alias.

  • February 2023

    Create an investor data room for deals in Orchestra

    If you’re planning to raise capital soon, you’ll be pleased to know that we’ve recently introduced a new audience type ‘potential investors’ in Orchestra. You can create a specific folder as a data room, and give access to this audience where they can access secure and privileged data specifically related to the deal (please note that all associates are charged at a stakeholder rate while they have access).

    Handy tip: Be sure to add in an ‘Info tile’ welcoming them onto Orchestra and directing them to the right place.

    Post a message or update on a users dashboard using Info Tiles
    Info tiles are a great way to share important updates on the Orchestra dashboard to stakeholder groups, without the need to email them individually. We have recently enhanced this feature to allow Administrators to share an Info Tile with different audience types (Shareholders, Option Holders, Associates or custom groups or individuals) so that they can see these important messages from you on their dashboard when they next login.

2022 feature releases

  • December 2022

    New audience groups
    Due to popular demand, our team has extended ‘audience groups’ to better help you streamline communication and access to documents quickly and effectively. Audience groups allow you to control access to folders, documents, and communications. There are three new audience groups, in addition to “Administrators only” and “Investors & Administrators”, including:
    • The “Optionholders group” will publish the content in the dashboards of everyone who has an employee share scheme grant in the company.
    • The “Associates group” will publish the content in the dashboards of everyone who is recorded as an Associate in the company.
    • The “Shareholders group” will publish the content in the dashboards of everyone who is a shareholder in the company.
  • October 2022

    Personalise your investor communications
    We have recently enhanced our communications feature where you can now send communications that look like it’s coming directly from your business. You can do this by including your business logo, an editable ‘Reply to’ and ‘From’ and a custom message in the email notification.
  • July 2022

    Analytics for Communications
    Admins can see the view rates for each communication sent, and access a dashboard showing the total number of stakeholders the comms was sent to, the number who have viewed it, and the overall 'View rate'.
  • June 2022

    Option holders can request to exercise options
    Option holders can notify company Admins from Orchestra if they would like to exercise some or all of their vested options. When option holders click the 'Exercise options' button from their account, an email will be sent to the Admin with a summary of the options the employee would like to exercise.

    Company logos included in Statement of Holdings

    Company logos have been added to Statement of Holdings so when investors generate and download these from Orchestra, your company logo will be included at the top of the summary.

  • April 2022

    Company Directors sync with the NZ Companies Office
    Admins can add, update, or remove company director details for New Zealand entities on Orchestra, and these changes will sync to the NZ Companies Office. For Australian companies, if you have authorised Orchestra to be your ASIC agent, then we will update any Director and Company Secretary details for you.

    Re-invite shareholders to view their holdings

    When a shareholder remains unregistered on Orchestra, admins can click the email icon next to their details and re-invite them to log-on.

  • February 2022

    New billing system
    Our new Orchestra billing system gives admins more visibility of Orchestra subscriptions, invoices and payments across your different entities.

  • January 2022

    Halting vesting schedules
    Admins now have more flexibility to stop vesting schedules. In the Settings on the ESOP page, they can halt vesting for a single grant, for all grants in the pool, or for all grants in the company.

    Share cancels showing as a negative amount

    Negative values have now been assigned to any cancelled transactions on CSV downloads to make it easier to calculate and reconcile the shares on issue in companies.

2021 feature releases

  • November 2021

    ESOP Grant Wizard

    A new ESOP grant letter creation tool which streamlines the grant letter 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