[NEW] Our Product Recap for Q2 2025 is live.
Learn more
.svg)
.png)
A roundup of the latest features and updates from EquityList, designed to enhance your equity management experience.
.png)
EquityList Team
January 9, 2026
January 9, 2026
Table of Contents
Under Equity Awards > Reporting, employee PII (personally identifiable information) can now be hidden across more reports, removing the need for HR or other teams to manually scrub sensitive information before sharing. This makes it easier to generate audit-ready reports while maintaining privacy and compliance.
Reports included in this update:
Reports currently excluded:
Under Employees > All Employees, you can now apply filters and send dashboard invitations in bulk to the selected employee group. This removes the need to navigate through the ‘Grants’ page or export spreadsheets just to determine who should be invited.
The bulk invite action makes onboarding significantly faster for companies with large teams or complex grant histories, and gives admins a clearer, more controlled way to manage rollout of dashboard access.
Under Employees > All Employees, it’s now much easier for HR and admin teams to see which employees have dashboard access and which don’t, without manually checking individual records.
The employees page includes new filters that let you segment by dashboard access, employment status, joining date, termination reason, employee type (full-time or contractual), and tax percentages, among others.
These filters simplify access reviews, onboarding checks, and offboarding audits, while also helping HR teams track employees by lifecycle or policy settings.
You can also revoke dashboard access in bulk directly from the filtered list whenever required.
From the left-side menu, under Employees > All Employees, you can now make changes to multiple employee records at once without relying on bulk-upload spreadsheets. Select the employees you want to update, click on ‘Bulk Actions’, and choose the ‘Update Employees’ option.
A modal will let you pick the specific field you want to update and enter the new value. Once confirmed, the platform applies that change to all selected records instantly.
This helps you manage recurring updates without needing external files or manual edits.
Under Cap Table > Shares > Share Certificates, share splits can now be formally recorded inside EquityList using the transfer workflow.
When creating a transfer, admins can select “Split” as the reason, ensuring the resulting certificate is clearly marked with a ‘Split’ state for easier auditability and downstream tracking.
Transfers to the same shareholder are supported within this workflow, as a mechanism to help represent split activity when no ownership change occurs.
Under Cap Table > Shares > Share Certificates > [Certificate] > ‘Actions’ you can now reflect previously executed share repurchases directly on the platform.
Whether shares were bought back due to an employee departure or the company decides to clean its cap table, you can record repurchases and let EquityList handle all downstream adjustments automatically.
Once recorded, the system updates certificate statuses, adjusts the balance of remaining shares, and maintains a clean audit trail for compliance.
This ensures your equity records stay aligned with reality, even when transactions happen outside the platform.
When you track pool allocations and grants, you’ll now see them on separate pages — reducing confusion and giving each its own detailed view.
Both pages retain the original categorization and separate list for ESOPs, SARs, and RSUs with clear labels.
(Under Company > Banking Information) When you need to store or verify bank details for fundraising, you can now capture both global and region-specific banking fields — all validated automatically based on the selected country.
When you move between detailed views — you can now see a breadcrumb trail showing your exact navigation path. Furthermore, clicking any section of the breadcrumb instantly takes you back to that page.
For admins, when you need to review debt alongside equity holdings for any shareholder (under Cap Table > Shares > Shareholders > [shareholder name]), you’ll now also see a dedicated ‘Debentures’ table along with the existing tables for share certificates, convertible debt, SAFEs, and warrants.
The same is applicable for your shareholders when they review their own dashboards.
When you generate a grant letter, the document now auto-fills with today’s date at the top, instead of using the historical grant date. This keeps the letter aligned with the actual day it’s created.
.gif)
This update affects Indian companies only.
When you need to prepare expense calculations under IND AS 15 or AS 102, you can now generate cleaner, standardized reports with improved formatting and clear data references. This enables your finance and audit teams get consistent, review-ready outputs every time.
When you need to update multiple records at once, you can now bulk import data across all major modules using our new ‘Smartsheet’ interface (shortcut: Quick Actions > Bulk Actions).
.svg){kind=icon}
.xlsx or .csv files using our downloadable templates
When you’re managing equity data, you no longer have to worry about draft grants being treated like active ones. Drafts are now clearly marked, hidden from most workflows, and excluded from billing. This keeps your records clean and compliant.
To see a full list of past feature updates and launches, head over to our Product Updates page.
Disclaimer
.webp)
Join over 3100 Founders, CFOs, and HR leaders who are reading our insights on equity management.
