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Get the latest equity and stock options management updates and insights
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[NEW] Our Product Recap for Q2 2025 is live.
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Customers
Stockholders
Options Managed
With insights from global customers, we create equity plans tailored to your team, growth stage, and long-term vision.
Define eligibility, pool size, vesting schedule, and exercise price
Customize schemes with flexible vesting structures (such as performance or time-based), and exercise periods
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Understand how many units to allocate each employee depending on their seniority and/or contribution
As you grow, increase pool size without disturbing the order of your cap table
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Secure approvals through built-in board and shareholder workflows
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Generate real-time ESOP expense, vesting, exercise, and disclosure reports with a single click
From initial planning to final execution, here’s what to expect.
STEP 1
Our in-house legal team reviews your cap table, hiring plans, and growth trajectory, to determine your pool size
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We factor in your culture and long-term retention goals to shape how equity should be distributed
STEP 2
We draft and finalize your ESOP, RSU, SAR, or ESPP scheme documents
The plan includes the pool size, signing authorities, eligibility, vesting schedules, and exercise period during employment and after termination
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We ensure compliance with best practices while allowing flexibility for future adjustments
STEP 3
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Share the finalized plan with your board on the EquityList platform, where resolutions, voting, and records are managed digitally with complete visibility into approvals
Once the board approves, shareholder consent can also be secured digitally on the platform.
At this stage, directors and shareholders have the opportunity to review details, raise questions, and resolve any reservations before moving forward
STEP 4
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Post plan approval, issue grant letters via the EquityList platform instantly
Our platform helps you issue, track and manage grants
Provide dashboard access to grant holders to view grant details, track vesting, and exercise their options
STEP 5
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Pool analytics help you understand how much equity is allocated, vested, and still available for grants, enabling you to plan timely pool replenishments
We help you maintain compliance with ongoing regulatory requirements and reporting via real-time reports generated through the EquityList platform
As your company grows, we assist in modifying the plan and adjusting the pool
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.
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.
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End-to-end execution
From drafting your ESOP, RSU, SAR, or ESPP scheme to securing board consents and rolling out the first grants—we handle every step.
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Bikramjit Sin
Head of Business HR
Yaswanth Goteti
Head of People, Fincent
Chithra Ramachandran
Director - People, smallcase
Rupal Rajal
Head HR, Rupifi
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