Introducing ESOP Advisory - A Fully Integrated, Hands-On Equity Planning Service

At EquityList, we’re on a mission to make equity ownership clear and accessible for every company and employee. Over the years, working with hundreds of fast-scaling startups, one gap kept surfacing - founders consistently need more than templates and plain documentation. They need hands-on expertise for building strategic, compliant ESOPs.

Today, we’re excited to announce ESOP Advisory: an end-to-end advisory service designed to help modern teams design, model, and execute equity plans with confidence.

More than just compliance, our advisory foundation empowers leaders to transform equity into a competitive advantage, tailored to each company’s unique vision.

Over the last year, more than 50 companies across India and the United States have trusted us with equity awards advisory. 

Moving beyond boilerplate templates

Companies expect a tailored solution that aligns with their growth, culture, and stage - not just a static pool or a boilerplate scheme. ESOP Advisory is our way of bringing expert strategy and powerful software into a single, seamless offering.

Traditional advisory models often exist in isolation, disconnected from the platforms companies use to manage equity. 

Our approach combines deep advisory expertise with the power of EquityList’s technology. You get access to a team of ESOP specialists who bring years of experience in compensation design, benchmarking, and compliance - all seamlessly integrated into your existing workflows.

• Every plan is custom-built: No copy-paste, no shortcuts.
• Platform-backed insights: With EquityList as the backbone, you get a vantage point from hundreds of evolving cap tables and share-based programs, so your plan is informed by what works.
• Legal experts, not bots: to walk you through compliance, best practices, and board/shareholder approvals.
• Built-in flexibility: from performance-based vesting to extended exercise periods for key hires.

Turning equity challenges into growth opportunities

Most equity plans falter because they’re not designed for the realities of growing teams and evolving businesses. ESOP Advisory was built to solve the key questions founders actually have:

• How do we size our ESOP pool for current and future hiring?
• What vesting or exercise designs can drive long-term retention?
• How does dilution play out as we grow, raise, or restructure?

Our approach is practical and precise. You get help modeling pool allocations down to the role, scenario analysis for various growth paths, and workflows that automate expense, vesting, and reporting compliance with our integrated equity management software. 

A well designed scheme document preempts any potential growth challenges, allowing for seamless issuance of equity grants without introducing any unnecessary administrative overheads. It’s a one-time investment for at least the next 3-4 years of your company’s journey.

EquityList: Now a full-stack equity platform

ESOP Advisory extends our commitment to a truly integrated equity management experience - from scenario modeling, to grant execution, to expense tracking, and employee exercises - all under one roof.

We’re merging the best of fintech, legal, and human expertise to make equity a driver for growth, not a headache for your team.

If you’re looking to design or revamp your ESOP, our team is ready to roll up its sleeves.

Learn more about ESOP advisory here or connect with us directly to see what a modern, customized equity plan could look like for your company.