End-to-end ESOP advisory with unit modeling.

No cookie-cutter legal documents. Our ESOP, SAR, and RSU plans are built for your company's goals and full compliance.

4 to 5 day turnaroundSigned by a certified analystUSA, India & UK coverage

When you need one

When do you need ESOP advisory?

If any of these sound familiar, it's time to talk to our advisory team.

Launching your first pool

You're setting up your first equity incentive pool and need it structured right from day one.

Outdated vesting terms

Your current scheme has rigid or outdated vesting terms that no longer fit how you hire.

Adding RSUs or SARs

You're introducing RSUs or SARs alongside your existing ESOP and need them to work together.

Digital approvals

You need board and shareholder approvals handled digitally instead of chasing signatures.

Resizing your pool

You're scaling fast and need to resize your equity pool to keep pace with growth.

Real-time reporting

You want real-time expense and compliance reporting instead of static spreadsheets.

Why EquityList

Why use EquityList's ESOP advisory service.

01

Proven expertise

Our team has decades of collective experience designing and executing equity plans for high-growth companies. We've seen what works, what breaks, and how to get it right early.

02

A platform with a vantage point

EquityList has a front-row view of how top companies design, issue, and manage equity, giving us early access to the latest trends and updates.

03

End-to-end execution

From creating your ESOP, RSU, SAR, or ESPP scheme to securing board consents and rolling out the first grants, we handle every step.

How it works

What to expect from EquityList's ESOP advisory service.

Step 01

Understanding your requirements

Our in-house legal team reviews your cap table, hiring plans, and growth trajectory to determine your pool size, factoring in your culture and long-term retention goals.

Understanding your requirementsStep 01
Cap table reviewed
Hiring plans assessed
Pool size determined

Step 02

Structuring the equity awards plan

We define pool size, signing authorities, eligibility, vesting schedules, and exercise periods during employment and after termination, balancing best practices with flexibility.

Structuring the equity awards planStep 02
Vesting schedules set
Exercise terms defined
Compliance verified

Step 03

Securing board and shareholder approvals

The finalized plan goes to your board on the EquityList platform, where resolutions, voting, and records are managed digitally before shareholder consent is secured the same way.

Securing board and shareholder approvalsStep 03
Board resolutions
Digital voting
Shareholder consent

Step 04

Executing the plan and granting equity awards

Once approved, grant letters are issued instantly through the EquityList platform, with dashboard access for holders to track vesting and exercise.

Executing the plan and granting equity awardsStep 04
Grant letters issued
Vesting tracked
Holder dashboard access

Step 05

Tracking pool utilisation and compliance support

Real-time reports keep you on top of pool utilisation, and as your company grows we help you adjust the plan and resize the pool.

Tracking pool utilisation and compliance supportStep 05
Real-time reporting
Pool adjustments
Ongoing support

How it works

What to expect from EquityList's ESOP advisory service.

Step 01

Understanding your requirements

Our in-house legal team reviews your cap table, hiring plans, and growth trajectory to determine your pool size, factoring in your culture and long-term retention goals.

Understanding your requirementsStep 01
Cap table reviewed
Hiring plans assessed
Pool size determined

Step 02

Structuring the equity awards plan

We define pool size, signing authorities, eligibility, vesting schedules, and exercise periods during employment and after termination, balancing best practices with flexibility.

Structuring the equity awards planStep 02
Vesting schedules set
Exercise terms defined
Compliance verified

Step 03

Securing board and shareholder approvals

The finalized plan goes to your board on the EquityList platform, where resolutions, voting, and records are managed digitally before shareholder consent is secured the same way.

Securing board and shareholder approvalsStep 03
Board resolutions
Digital voting
Shareholder consent

Step 04

Executing the plan and granting equity awards

Once approved, grant letters are issued instantly through the EquityList platform, with dashboard access for holders to track vesting and exercise.

Executing the plan and granting equity awardsStep 04
Grant letters issued
Vesting tracked
Holder dashboard access

Step 05

Tracking pool utilisation and compliance support

Real-time reports keep you on top of pool utilisation, and as your company grows we help you adjust the plan and resize the pool.

Tracking pool utilisation and compliance supportStep 05
Real-time reporting
Pool adjustments
Ongoing support

Template vs. tailored

A cookie-cutter ESOP template isn't built for your cap table.

Recommended

Template ESOP documents

Generic vesting and exercise terms, not matched to your stage or culture

Pool allocation guessed rather than benchmarked against seniority and role

Board and shareholder approvals tracked manually across emails and PDFs

No support once the document is signed

EquityList ESOP Advisory

Vesting, exercise, and eligibility terms tailored to your company's goals

Unit modeling based on seniority, role impact, and market benchmarks

Board and shareholder approvals secured digitally, with full visibility

Ongoing support as you grow and adjust your pool

Built for sensitive data

Your cap table data stays yours.

Your data is encrypted at rest and in transit, access is controlled and logged down to the individual record, and our practices are independently certified against SOC 2 and ISO 27001 standards.

SOC 2 Type II

View details

ISO 27001

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GDPR compliant

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Encrypted by default

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Customer stories

Vibrant, growing community of customers

Don't just take our word for it. Explore what our customers & community say!

We came across EquityList in 2020, which has since helped us manage our cap table and employee grants in one place. Employees, too, can visualize and easily comprehend the value of their growing stock through their dashboard.

Rachel Bennett

Revant Bhate

Co-Founder & CEO, Mosaic

EquityList helped us transition from managing ESOPs on scattered Google sheets to managing them professionally. EquityList makes sharing details with investors and auditors hassle-free, making the process error-free!

Marcus Webb

Deepanshu Arora

Co-founder and CEO, Toddle

We came across EquityList in 2020, which has since helped us manage our cap table and employee grants in one place. Employees, too, can visualize and easily comprehend the value of their growing stock through their dashboard.

Rachel Bennett

Revant Bhate

Co-Founder & CEO, Mosaic

EquityList helped us transition from managing ESOPs on scattered Google sheets to managing them professionally. EquityList makes sharing details with investors and auditors hassle-free, making the process error-free!

Marcus Webb

Deepanshu Arora

Co-founder and CEO, Toddle

After raising series B, managing our ESOPs and cap table on Excel became tough and inefficient, and we wanted to digitize it. We could get this setup done quickly and get used to it with its easy-to-use interface.

David Kim

Saurabh Gupta

CEO and CoFounder, Company 10

From promptly addressing our queries to providing regular updates on plan performance, EquityList's communication style fosters a sense of transparency and trust.

Sara Ahlgren

Akshay Jain

Senior Manager, Yulu

After raising series B, managing our ESOPs and cap table on Excel became tough and inefficient, and we wanted to digitize it. We could get this setup done quickly and get used to it with its easy-to-use interface.

David Kim

Saurabh Gupta

CEO and CoFounder, Company 10

From promptly addressing our queries to providing regular updates on plan performance, EquityList's communication style fosters a sense of transparency and trust.

Sara Ahlgren

Akshay Jain

Senior Manager, Yulu

Since 2020, the EquityList team and their software have helped us streamline and automate some of our most crucial financial aspects like the ESOP management, grants, and reports.

Laura Whitman

Mikami Chandrasekaran

Associate Director, People Operations, Company 12

EquityList's sophisticated tools have enabled us to optimise our pool usage, ensuring that remaining stock options are strategically allocated for subsequent grants.

Marcus Fielding

Nilangi Netravalkar

Admin, Operations & Payroll Specialist, Limechat

Since 2020, the EquityList team and their software have helped us streamline and automate some of our most crucial financial aspects like the ESOP management, grants, and reports.

Laura Whitman

Mikami Chandrasekaran

Associate Director, People Operations, Company 12

EquityList's sophisticated tools have enabled us to optimise our pool usage, ensuring that remaining stock options are strategically allocated for subsequent grants.

Marcus Fielding

Nilangi Netravalkar

Admin, Operations & Payroll Specialist, Limechat

The UX is simple and intuitive for employees and administrators and can be used with little or no training. The platform makes the administrator's job of managing the ESOP pool and reporting pretty easy.

Bikramjit Singh

Bikramjit Singh

Head of Business HR

“Transitioning to EquityList was a breeze. The platform's straightforward design ensured a hassle-free migration process, with excellent support at every step.”

Chithra Ramachandran

Chithra Ramachandran

Director - People, smallcase

“EquityList is a great platform to manage the ESOP flow internally, from issuing grants to managing cap tables. Onboarding is relatively easy, and the team is very helpful.”

Yaswanth Goteti

Yaswanth Goteti

Head of People, Fincent

Equitylist saved us not only time but also minimized the risk of errors that often accompany manual processes. What truly sets it apart is the exceptional support- from onboarding to ongoing- by the team, their dedication to ensuring our success was evident.

Rupal Rajal

Rupal Rajal

Head HR, Rupifi

EquityList has significantly increased the credibility of ESOPs among our team members, making the ESOPs more tangible by showcasing the potential monetary growth achievable over the long term.

Kyle Mitchell

Shiffana MK

People & Culture, Nova

We believe in generating wealth for our employees and, therefore, use EquityList to issue multiple grant letters and provide real-time visibility on the valuation updates, which helps boost their confidence and gives them a bird's-eye view of their impact on the organization's growth.

Amanda Iverson

Kaushal Pawar

Director People & Culture, Company 6

The UX is simple and intuitive for employees and administrators and can be used with little or no training. The platform makes the administrator's job of managing the ESOP pool and reporting pretty easy.

Bikramjit Singh

Bikramjit Singh

Head of Business HR

“Transitioning to EquityList was a breeze. The platform's straightforward design ensured a hassle-free migration process, with excellent support at every step.”

Chithra Ramachandran

Chithra Ramachandran

Director - People, smallcase

“EquityList is a great platform to manage the ESOP flow internally, from issuing grants to managing cap tables. Onboarding is relatively easy, and the team is very helpful.”

Yaswanth Goteti

Yaswanth Goteti

Head of People, Fincent

Equitylist saved us not only time but also minimized the risk of errors that often accompany manual processes. What truly sets it apart is the exceptional support- from onboarding to ongoing- by the team, their dedication to ensuring our success was evident.

Rupal Rajal

Rupal Rajal

Head HR, Rupifi

EquityList has significantly increased the credibility of ESOPs among our team members, making the ESOPs more tangible by showcasing the potential monetary growth achievable over the long term.

Kyle Mitchell

Shiffana MK

People & Culture, Nova

We believe in generating wealth for our employees and, therefore, use EquityList to issue multiple grant letters and provide real-time visibility on the valuation updates, which helps boost their confidence and gives them a bird's-eye view of their impact on the organization's growth.

Amanda Iverson

Kaushal Pawar

Director People & Culture, Company 6

Get your ESOP plan built right.

Talk to our team about building an ESOP, RSU, or SAR plan tailored to your company.

Book a Consultation

Frequently asked questions.

How long does it take to create the scheme?

Once we've received all necessary data and supporting documents, we ordinarily require up to 4 working days to create the scheme thoroughly and accurately.

We offer 2-3 rounds of revisions to refine the scheme and ensure it fully meets your requirements. Additional changes may be considered on a case-by-case basis.

We currently support equity plans for companies operating in the US, India, Singapore, UAE.

Your equity pool should strike a balance between incentivizing talent and minimizing dilution. We analyze your hiring plans, funding roadmap, and industry benchmarks to recommend an optimal pool size.

We help you create a fair and competitive allocation strategy based on factors like seniority, role impact, and market standards. Our unit modeling ensures employees receive meaningful equity while maintaining the company's long-term sustainability.

Yes. Our platform generates all necessary reports in real time at no additional cost. (Please note: access to the platform is separate from our advisory services.) We provide ESOP expense reporting compliant with:

  • ASC 718 (US GAAP) for the US
  • IND AS 15 and 102 for India
  • IFRS disclosure reports applicable to both

Cap table updates, including a fully diluted cap table. Ongoing tracking reports, such as:

  • ESOP/SAR vesting reports
  • Exercise pending allotment reports

Yes, EquityList provides option valuation using the Black-Scholes method, reach out to us to learn more.

It is not mandatory to set up a trust to run an equity plan. Many companies grant equity awards without one; however, some choose to establish a trust to streamline share transfers and simplify administration.