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Featured Article

Equity Management Guide

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.

Published:

April 16, 2024

Last Updated:

April 12, 2025

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All Posts

Discount for Lack of Marketability (DLOM) Explained

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.

What Are Authorized Shares?

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.

ESOP Buybacks: A Complete Guide

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.

Tax Implications of Foreign ESOPs for Indian Employees

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.

ESOP Trust in India: Why Public Companies Use Them

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.

Incentive Stock Options (ISOs) in the United States: How Do They Work?

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.

Introducing: Dematerialisation of Shares for Indian Companies

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

EquityList obtains SOC 2 Type II, GDPR, and ISO 27001 certifications

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

Shipsy's Maiden ESOP Buyback on EquityList

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

Announcing Our Seed Round

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

Introducing EquityList: Cap Table Management for India

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

ESOP Trust in India: Why Public Companies Use Them

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.

Employee Stock Option Plan (ESOP) for Early-Stage Startups

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.

Incentive Stock Options (ISOs) in the United States: How Do They Work?

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.

Tax Implications of Foreign ESOPs for Indian Employees

How to Set Up Your ESOP Pool as an Indian Company

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.

Regulatory Compliances for Equity Compensation in India

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

What Are Authorized Shares?

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.

ESOP Buybacks: A Complete Guide

Share Purchase vs Share Transfer Agreement: Differences and Similarities

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.

How to Cancel Shares in a Company in India

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.

Sweat Equity Shares: What They Are and How They Work

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

U.S. Form 3922: Transfer of Stock Acquired Through an ESPP

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

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

EquityList Customer Story: Strengthening Equity Management for Scholars Adda

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: Transforming Equity Management at Fincent

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.

How Stock Options Can Change Lives

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.

Case Study - Zomato: ESOP Expenses and Its Accounting Challenges

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.

Understanding Fully Diluted Shares

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.

Understanding Shareholders’ Agreement: A Guide

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.

Best Cap Table Software 2025

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

A Guide to Understanding Startup Capitalization Tables/ Cap Tables

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.

Cap Table Template and Example

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.

Cap Table Maintenance - Best Practices

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.

Featured Article

Equity Management Guide

Get the latest equity and stock options management updates and insights.

All Posts

Discount for Lack of Marketability (DLOM) Explained

What Are Authorized Shares?

ESOP Buybacks: A Complete Guide

Tax Implications of Foreign ESOPs for Indian Employees

ESOP Trust in India: Why Public Companies Use Them

Incentive Stock Options (ISOs) in the United States: How Do They Work?

Introducing: Dematerialisation of Shares for Indian Companies

EquityList obtains SOC 2 Type II, GDPR, and ISO 27001 certifications

Shipsy's Maiden ESOP Buyback on EquityList

Announcing Our Seed Round

Introducing EquityList: Cap Table Management for India

ESOP Trust in India: Why Public Companies Use Them

Employee Stock Option Plan (ESOP) for Early-Stage Startups

Incentive Stock Options (ISOs) in the United States: How Do They Work?

Tax Implications of Foreign ESOPs for Indian Employees

How to Set Up Your ESOP Pool as an Indian Company

Regulatory Compliances for Equity Compensation in India

What Are Authorized Shares?

ESOP Buybacks: A Complete Guide

Share Purchase vs Share Transfer Agreement: Differences and Similarities

How to Cancel Shares in a Company in India

Sweat Equity Shares: What They Are and How They Work

U.S. Form 3922: Transfer of Stock Acquired Through an ESPP

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

EquityList Customer Story: Strengthening Equity Management for Scholars Adda

EquityList Customer Story: Transforming Equity Management at Fincent

How Stock Options Can Change Lives

Case Study - Zomato: ESOP Expenses and Its Accounting Challenges

Understanding Fully Diluted Shares

Understanding Shareholders’ Agreement: A Guide

Best Cap Table Software 2025

A Guide to Understanding Startup Capitalization Tables/ Cap Tables

Cap Table Template and Example

Cap Table Maintenance - Best Practices

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