EquityList

Sr. Content Marketer, EquityList.

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

Learn what pre-emptive rights are, how they protect shareholders from dilution, the different types and variants, and the key elements every pre-emptive rights clause should include.

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

Explore how Employee Stock Option Plans (ESOPs) work in the US, Singapore, India, the UK, and the UAE. Learn about local terminology, regulations, tax treatment, and key plan differences across jurisdictions.

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

Learn how listed companies in India can meet SEBI’s Minimum Public Shareholding (MPS) requirement using ESOPs. Under the 2023 SEBI circular, ESOP allotments, capped at 2% of paid-up equity, can now be used to increase public float.

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

Learn how to manage ESOPs, ownership, and compliance across multi-entity corporate structures using EquityList’s unified cap table and put-call workflows.

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

Indian startups are shifting their holding companies back home through reverse flipping. This guide explains why it’s happening, how it works, and what founders need to know about regulation and taxation.

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

Powerplay saved 100+ hours annually, streamlined compliance processes, and gave employees clear insights into their growing wealth with the help of EquityList.

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

Discover how leveraged buyouts (LBOs) work, their structure, key processes, and different types, including MBOs, MBIs, and public-to-private transactions.

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

Thinking about incorporating your business? Learn the key differences between company formation and incorporation, and the steps to incorporate in India.

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

Explore everything you need to know about Employee Stock Option Schemes (ESOS) in India. Learn how to structure, allot, and manage ESOPs for both listed and unlisted companies.

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

Discover the best cap table management software for Saudi Arabia. Compare top solutions like EquityList, Carta, Clara, and more.

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

Discover how ESOPs work in unlisted companies in India: the legal framework around them, valuation methods, and compliance requirements.

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

Learn about SEBI regulations for employee stock option schemes for listed companies in India. We discuss compliance, disclosure requirements, and guidelines for trusts.

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

Learn how ASC 718 guides the expensing of stock-based compensation and ensures GAAP compliance, crucial for audits during Series A and later funding rounds.

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

ASC 820 provides a standardized approach for measuring and reporting the fair value of assets and liabilities in financial statements. Learn how it guides 409A valuations and serves as a framework for financial reporting and audits.

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

Compare RSAs, RSUs, and Stock Options to understand the key differences between them. Learn which option is best for your company based on administrative ease and employee incentives.

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

This post highlights the key differences between common and preferred stock in startups, including who holds them, their features, and why investors prefer preferred stock.

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

Ashton Kutcher joined Airbnb as a strategic advisor, Hostfully's CEO credited their advisors for faster movement. Clearly, advisory shares can make a big impact. Learn all about them in this post.

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

Learn everything about the taxation of ESOPs, RSUs, and SARs in India. We explain how they work, tax implications and what you need to be aware of when it comes to TDS, capital gains, and foreign tax credits.

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

Discover the fundamentals of the Black-Scholes model; its key assumptions, formula, benefits for ESOP valuations, compliance, and drawbacks for non-traditional equity instruments

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

Understand what a 409A valuation is, how it ensures IRS compliance, and how it differs from pre- and post-money valuations while emphasizing its role in determining the fair market value of stock options.

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

Explore the landscape of employee equity management in India, covering ESOPs, RSUs, SARs, and their tax implications. Learn about current trends, legal frameworks, and best practices for companies navigating equity awards.

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

Learn how equity awards attract and retain top talent, boost motivation, and align employees’ interests with company goals. Explore stock options, RSUs, SARs, and more, including tax treatments, vesting schedules, and equity pool management strategies.

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

Explore top cap table management software solutions for startups and enterprises. Compare features, pricing, and user feedback for EquityList, Carta, Pulley, Ledgy, and Trica Equity.

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

Download a free cap table template and find additional resources to effectively manage your cap table. Learn whether a spreadsheet or specialized software is best for your cap table management needs.

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

Learn the essentials of creating and managing a cap table using spreadsheets and when it's advantageous to transition to cap table management software.

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

Pre-money valuation is the company's worth before any investment is made, while post-money valuation includes the investment amount. Learn how to calculate both and why they matter.

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

Compare EquityList, Carta, Pulley, and Ledgy to find the ideal solution for your equity management needs.

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

This blog post lists 8 essential tips for managing your company's cap table effectively. Learn about maintaining accuracy, communicating with stakeholders, and choosing the right cap table software.

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

This blog post explains what fully diluted shares are and why they are important for investors and founders. It also includes an example of calculating fully diluted shares to provide clarity.

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

Understand Discounted Cash Flow (DCF) valuation, a key method for estimating a company's worth by analyzing future cash flows, discount rates, and intrinsic value.

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

Explore the key components of a typical term sheet, including clauses like participation rights, drag-along, and tag-along rights. Learn how to identify a dirty term sheet and negotiate terms to secure a fair deal.

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

Looking to put together a cap table for your company? This blog post will help you figure out all the details you need to include and how they can help you. Learn more.

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

This blog post explains what convertible notes are, how they work, their advantages and disadvantages, and how they compare to SAFEs (Simple Agreements for Future Equity).

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

Discover the nuances of pre-money and post-money SAFEs (Simple Agreements for Future Equity) and determine which is the right fit for your startup's fundraising goals.

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

Your cap table plays an important role in determining the future of your business, and making certain mistakes with it can make your business less attractive to investors. This post covers some common cap table mistakes you must avoid.

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

Don't understand the impact of VC terms you are agreeing with? This post explains the concept of cap table modeling and how you can forecast ownership, dilution and model scenarios to make the most of your equity structure.

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

Debt or equity: Which is the better choice for raising funds? This post discusses the complexities of capital structure, the ideal balance between debt and equity in your total capital, and the implications of these decisions.

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

As a company expands and attracts investors and talent, founders gradually relinquish ownership through equity distribution. Over time, this may lead to dissatisfaction. This blog helps you proactively set expectations and manage equity effectively from the outset.

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

Cap table management is both a strategic and an operational task. This blog helps you understands both sides of it. We have also attached a FREE cap table template to help you get started!