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Products

Solutions

Resources

Company

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Core

Cap table management

Real-time ownership clarity.

Automate options, RSUs, and SARs, from grant to exercise.

Shareholder management

Keep every stakeholder in sync.

Add-ons & services

409A & valuations

Audit-ready FMV for option grants.

Equity advisory

Equity award plans designed for your team.

Secretarial compliance

Stay on top of statutory deadlines.

Dematerialization

Digitize your shares, reduce paperwork.

Featured

For YC startups

50% off year one, with free migration from Pulley or Carta.

By stage

Startups & private companies

Scale-ready cap tables and equity awards.

Public & enterprise

Payment & Trust workflows for listed companies.

By team

Founders & CEOs

Grant, track, and scale equity with confidence.

Accurate equity data for audits and reporting.

Simple, seamless equity for employees.

Featured

For YC startups

50% off year one, with free migration from Pulley or Carta.

Expert insights & news on equity management.

Product Updates

What's new on the platform.

EquityList vs Pulley

What teams migrating from Pulley get with EquityList

Ready-to-use equity docs and spreadsheet, free to download.

How teams run equity like specialists.

Spreadsheets vs Software

Calculate your equity management cost.

Free tools for valuation, option pools and more.

Featured

The EquityList team talking with visitors at their Dubai FinTech Summit booth

EquityList Community

Connect with founders, finance and people teams running equity.

Our story, mission, and backers.

Explore your next challenge with us.

Talk to our team.

Featured

Join a team building across 16 countries and 5 continents.

Products

Core

Cap table management

Real-time ownership clarity.

Automate options, RSUs, and SARs, from grant to exercise.

Shareholder management

Keep every stakeholder in sync.

Add-ons & services

409A & valuations

Audit-ready FMV for option grants.

Equity advisory

Equity award plans for your team.

Secretarial compliance

Stay on top of statutory deadlines.

Dematerialization

Digitize your shares.

Featured

For YC startups

50% off year one, with free migration from Pulley or Carta.

Solutions

By stage

Startups & private companies

Scale-ready cap tables and equity awards.

Public & enterprise

Payment & Trust workflows for listed companies.

By team

Founders & CEOs

Grant, track, and scale equity with confidence.

Accurate equity data for audits and reporting.

Simple, seamless equity for employees.

Featured

For YC startups

50% off year one, with free migration from Pulley or Carta.

Resources

Expert insights & news on equity management.

Product Updates

What's new on the platform.

EquityList vs Pulley

What teams migrating from Pulley get with EquityList

Ready-to-use equity docs and spreadsheet, free to download.

How teams run equity like specialists.

Spreadsheets vs Software

Calculate your equity management cost.

Free tools for valuation, option pools and more.

Featured

The EquityList team talking with visitors at their Dubai FinTech Summit booth

EquityList Community

Connect with founders, finance and people teams running equity.

Company

Our story, mission, and backers.

Explore your next challenge with us.

Talk to our team.

Featured

Join a team building across 16 countries and 5 continents.

Sign In Book a Demo

Compliance and Regulation

Learn about regulatory requirements across jurisdictions. Covers FEMA filings, SEBI regulations, RBI reporting, 409A valuations, insider trading rules, Rule 701, and other compliance requirements founders and CFOs should track.

Understand FC-TRS filing in India: when it is required, pricing rules under FEMA, documents needed, and step-by-step reporting on the RBI FIRMS portal.

Learn FC-GPR filing for foreign investment in India, including timelines, documents, steps to file the form RBI FIRMS portal, and compliance requirements under FEMA.

Learn about FEMA compliance in India, including RBI reporting and FDI filings such as FC-GPR and FC-TRS, along with associated timelines and penalties.

Learn what fair value means under IFRS 13, how it differs from market value, the fair value hierarchy (Levels 1–3), and why it matters for stock options.

Learn how Rule 701 works, who it applies to, and why it matters for company equity. A complete guide for founders and employees on limits, disclosures, and exemptions.

Learn what SEC Rule 144 means for selling stock option shares and restricted stock. Understand holding periods, resale rules, and insider requirements.