No cookie-cutter legal documents. Our ESOP, SAR, and RSU plans are built for your company's goals and full compliance.
When you need one
If any of these sound familiar, it's time to talk to our advisory team.
You're setting up your first equity incentive pool and need it structured right from day one.
Your current scheme has rigid or outdated vesting terms that no longer fit how you hire.
You're introducing RSUs or SARs alongside your existing ESOP and need them to work together.
You need board and shareholder approvals handled digitally instead of chasing signatures.
You're scaling fast and need to resize your equity pool to keep pace with growth.
You want real-time expense and compliance reporting instead of static spreadsheets.
Why EquityList
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.
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.
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
Step 01
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.
Step 02
We define pool size, signing authorities, eligibility, vesting schedules, and exercise periods during employment and after termination, balancing best practices with flexibility.
Step 03
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.
Step 04
Once approved, grant letters are issued instantly through the EquityList platform, with dashboard access for holders to track vesting and exercise.
Step 05
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.
How it works
Step 01
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.
Step 02
We define pool size, signing authorities, eligibility, vesting schedules, and exercise periods during employment and after termination, balancing best practices with flexibility.
Step 03
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.
Step 04
Once approved, grant letters are issued instantly through the EquityList platform, with dashboard access for holders to track vesting and exercise.
Step 05
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.
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.
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View detailsCustomer stories
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.
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!
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.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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
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
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
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
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.
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.
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
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
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
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
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.
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.
Kaushal Pawar
Director People & Culture, Company 6
Talk to our team about building an ESOP, RSU, or SAR plan tailored to your company.
Book a ConsultationOnce 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:
Cap table updates, including a fully diluted cap table. Ongoing tracking reports, such as:
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.