EquityList +
EquityList
+
EquityList helps you streamline equity-related workflows for your portfolio companies and clients. Use our suite of tools to manage cap table, stock options, board consents and other cross-functional activities.
![](https://cdn.prod.website-files.com/6433d879545aff6081fcc017/64ff320b1d118b30fd4e2b89_Frame%20594.webp)
![](https://cdn.prod.website-files.com/6433d879545aff6081fcc017/64ff31e8bca9a3c5fe8d8b54_Frame%20599.webp)
Accounting & Legal Firms
We do the heavy lifting so that you can execute faster, with more accuracy!
Digitize & track cap table & securities
- Store end-to-end cap table & shareholding data
- Track historical transactions & ownership details
- Model fundraising scenarios and dilution
![](https://cdn.prod.website-files.com/6433d879545aff6081fcc017/64fd8ce0d4610bed95112b9a_Group%2048098947%20(2).webp)
![](https://cdn.prod.website-files.com/6433d879545aff6081fcc017/64fd8ce0f4607f9a8f6a298c_Group%2048099006.webp)
Manage option pools & issue hundreds of grants
- Issue and execute grants in a matter of few clicks
- Control permission levels & implement maker-checker workflows
- Download & customize overview, vesting, & expense reports
Optimize board & shareholder consents
- Save time & store recurring consent templates
- Use board consent workflows for efficient approvals
- Easily execute shareholder consent with pre-filled data
![](https://cdn.prod.website-files.com/6433d879545aff6081fcc017/64fd8ce0f4607f9a8f6a294d_Group%2048099017%20(1).webp)
VCs and Investors
Manage your portfolio and track ownership accurately!
- Visualise portfolio ownership in real-time
- Invited your portfolio companies
- Repository of your investment documents
- Request and fetch valuation reports
- Shared data room and synced investor updates
![](https://cdn.prod.website-files.com/6433d879545aff6081fcc017/64fd8ce0666d45a0555157d0_Group%2048098965%20(3).webp)