EquityList

Written by the experts at EquityList with a combined experience of 25+ years in equity management. As Naval said, "You're not going to get rich renting out your time. You must own equity - a piece of business - to gain your financial freedom."

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Learn about the Discount for Lack of Marketability (DLOM) and how it impacts the valuation of private company shares. Understand the calculation methods, challenges, and the differences between DLOM, DLOC, and DLOL.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Learn what authorized shares and authorized share capital are, and whether they can be changed. We also explain how it differs from issued and outstanding shares.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

An ESOP buyback allows employees to sell vested stock options or shares back to the company for cash, offering liquidity without a major exit event. Learn how buybacks work, why companies offer them, and how they differ from secondary sales.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Learn about the taxation, compliance, and repatriation rules for foreign ESOPs in India, including FEMA regulations, cross-charging, GST considerations, and double taxation relief for employees. Understand how these complex rules impact both companies and employees.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Learn what an ESOP trust is, how it operates in India, and why companies, especially public ones, use it to manage employee stock options and facilitate buybacks.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

ISOs (Incentive Stock Options) and NSOs (Non-qualified Stock Options) are two types of stock options in the United States, each with different rules around eligibility, taxes, and grant limits.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

77% of employees view equity compensation as an essential part of their overall benefits package. Learn how to design an effective ESOP plan for your early-stage startup.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Confused between a Share Purchase Agreement (SPA) and a Share Transfer Agreement (STA)? Learn the key differences, use cases, and legal templates to understand which one fits your transaction.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Understand the difference between stocks and shares, explore their types, and see how stock classes and share structures impact ownership and cap tables.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Learn what share cancellation means, why companies in India cancel shares, and the step-by-step process involved under the Companies Act, 2013 and SEBI regulations.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Learn what sweat equity shares are, who qualifies to receive them, how to issue, and how they differ from employee stock options.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Learn everything about IRS Form 3922, including its purpose, filing requirements, tax implications, and penalties for non-compliance.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

A roundup of the latest features and updates from EquityList, designed to enhance your equity management experience.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

An Employee Stock Purchase Plan (ESPP) lets employees buy company shares at a discount through payroll deductions. Learn how ESPPs work, their tax implications, and how they compare to stock options and RSUs.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Learn how a company's total equity value is determined and allocated across share classes, and how FMV is independently assessed for stock options using 409A, HMRC, and registered valuer reports.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Learn how cap table waterfall modeling works and how liquidation preferences and participation rights impact the payout for investors, founders, and employees.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Learn how registered valuers and merchant bankers determine the Fair Market Value (FMV) of ESOPs to set the exercise price, and why the black-scholes model is used for stock option accounting.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Discover how equity incentive plans like stock options, RSUs, SARs, and ESPPs work, their benefits, and which one best suits your company.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Learn what Fair Market Value (FMV) is, how it is determined through a 409A valuation, and its role in setting the strike price for stock options.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Issued shares include all shares a company has ever issued, while outstanding shares represent those still actively held by stakeholders and available for trading. Learn more.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Learn how the Right of First Refusal (ROFR) works, how it differs from the Right of First Offer (ROFO) and preemptive rights.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Learn how to prepare and maintain an ESOP register using Form SH-6. With EquityList, you can generate SH-6 reports in real-time without manual effort.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

A shareholders’ agreement safeguards businesses by outlining ownership rights, decision-making rules, and dispute resolution processes. Learn about its key elements, importance, and how it protects both majority and minority shareholders.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Learn how capital calls work in venture capital, their impact on key fund metrics like IRR and TVPI, and what happens if LPs fail to fulfill their commitments.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

The strike price, also called the exercise price, is the predetermined price at which an employee can purchase shares through a stock option plan. Learn more.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Learn everything about share certificates – their meaning, issuance process, legal importance, and digital vs. physical formats.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

This in-depth guide to IPOs covers everything from the IPO process and regulatory requirements to pricing strategies and post-IPO activities.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

A recap of thew new features and updates EquityList launched to supercharge your equity management experience.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

HealthifyMe’s transition to EquityList improved their equity management processes significantly, delivering 80% time savings and increased accuracy. Learn more.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Learn how Fincent improved its equity management by switching to EquityList. Head of People Yaswanth Goteti discusses overcoming previous challenges, streamlining processes, and enhancing employee experiences with a user-friendly platform.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

See how Scholars Adda upgraded equity management with EquityList. Streamline cap tables, boost investor trust, and ensure compliance while accessing AWS resources and Microsoft grants.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Companies can now dematerialise their physical shares into electronically held securities through EquityList. Read more.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

The Government of India has issued a mandate to private companies for the compulsory dematerialisation of their physical shares by Sept 30, 2024. In simple terms, private companies (except small) will have to convert all issued physical share certificates into digital form. Learn more here.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Maintaining cap table sanity is one of the most important jobs for founders. Failing to do so can have serious consequences, as evidenced by Tibco's founders. They lost $100 million and faced a lawsuit due to misunderstandings surrounding their equity structure.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Discover the different types of securities used by startups to raise capital, including equity, debt, derivative, and hybrid securities.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

EquityList completes its information security audits and obtains SOC 2 Type II, ISO 27001, and GDPR certifications.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Vesting is an incentive program for employees, allowing them to increasingly earn a portion of the stock options offered to them based on their employment tenure or goal-based milestones. We dive into different forms of vesting schedules and the latest trends.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Explore how Employee Stock Option Programs (ESOPs) work, from vesting periods to tax liabilities during exercise and liquidation events.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Announcing EquityList seed funding round from AngelList India, Unpopular Ventures, Republic, Hustle Fund, Mana Ventures, and prominent angel investors.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Learn how to design employee aligned ESOP schemes that benefit employers and employees with best practices like extended exercise periods, flexible vesting, and more.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Explore how ESOPs changed the lives of early employees like Ashok Kumar at SlideShare, Shyam Kumar Singh at CitrusPay, Judy Tong at Alibaba, and Harinder Takhar at PayTM.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Understand why forming your ESOP scheme on time is crucial for employees and how to mitigate some of the impact of delays through "compressed vesting".

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

The capitalization table, or cap table, reflects the ownership of all shareholders in a company — including the founder, investors, and employees with exercised options. Learn more.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Read how EquityList helped Shipsy launch their maiden ESOP buyback program for their employees.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

This blog-post breaks down everything you need to know about creating and managing an ESOP pool in India. It includes everything from equity compensation benchmarking to step-by-step instructions for setting up an ESOP scheme.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

ESOP Expenses affect a company's profit and loss statement. To understand how it impacts a startup, we take a look at Zomato's recent ESOP expenses and its accounting treatment.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

The Companies Act mandates legal compliance for ESOPs and sweat equity for unlisted companies. However, SARs issued by unlisted companies are unregulated.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Discover various types of equity compensation plans, including ESOPs, RSUs, SARs, and sweat equity, and their pros and cons.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Explore the rising significance of Employee Stock Option Plans (ESOPs) in India. Discover how ESOPs enhance talent retention, promote wealth creation, and offer liquidity through buybacks and IPOs.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

An option pool allows businesses to reserve equity for their employees. This blog talks about the thought process that goes into the creation of this equity pool.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Learn about Stock Appreciation Rights (SARs), a flexible equity compensation method allowing employees to benefit from stock value increases without owning shares.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Learn how to grant ESOPs effectively, from establishing an ESOP scheme and creating grant letters to managing the process seamlessly with EquityList.

EquityList Customer Story: HealthifyMe’s Transition To Seamless Equity Management

Dozens of venture-backed Indian startups are already using EquiList to manage their cap tables, create stock options programs, & issue grants.