Modern stock option management for listed companies
Manage grants, exercises, trust operations, employee payments, share allotments, and compliance through one connected platform.
Manage grants, exercises, trust operations, employee payments, share allotments, and compliance through one connected platform.
The reality
Issuing grants is only one part of the process. Once employees begin exercising, every request triggers approvals, payments, documentation, and compliance workflows that need to stay perfectly coordinated.
Grants, e-signatures, exercises, and payments each live in a different system, with nothing connecting them.
Same grant, four systems
Multiple payment modes and partial payments mean finance spends hours matching transactions by hand.
Reconciliation queue
6.5 hrs/week
Redundant data entry for registrars leaves room for mistakes that hold up the final step, no matter how clean everything was before it.
Share allotment · Batch #118
Grants, e-signatures, exercises, and payments each live in a different system, with nothing connecting them.
Same grant, four systems
Multiple payment modes and partial payments mean finance spends hours matching transactions by hand.
Reconciliation queue
6.5 hrs/week
Redundant data entry for registrars leaves room for mistakes that hold up the final step, no matter how clean everything was before it.
Share allotment · Batch #118
EquityList's built-in AI agent helps your team find information faster, draft reports instantly, and execute routine tasks with a quick review.
Employee dashboard
Employees can track grants, vesting, FMV, valuation updates, exercise status, and important documents from one dashboard. Transparency builds confidence and reduces support requests.
62%
Vested to date
$4.85
Latest FMV / share
Launch grants
Issue grants, send grant letters for e-signatures, and maintain every employee record from one platform. Whether you're managing hundreds of employees or thousands, every grant follows a consistent process.
Exercise workflows
From employee requests and approvals to payments, exercise letters, and share allotments, every step happens inside one configurable workflow. Build workflows that reflect how your company already operates.
Payments & tax
Collect exercise costs and perquisite tax payments directly through the platform with integrated payment options and built-in calculations. Employees complete payments faster. Finance spends less time reconciling transactions.
412
Payments reconciled
0
Manual matches needed
Trust operations
Track trust-held shares, manage transfers, and keep trust activities connected to the rest of your ESOP operations. Everything stays synchronized in one place.
186,000
Shares held in trust
24
Transfers this quarter
Reporting & compliance
Generate reports on demand, manage permissions across teams, maintain complete activity logs, securely share documents, and process large volumes of work through bulk actions. Every action is recorded. Every record is ready when you need it.
EquityList's built-in AI agent helps your team find information faster, draft reports instantly, and execute routine tasks with a quick review.
Employee dashboard
Employees can track grants, vesting, FMV, valuation updates, exercise status, and important documents from one dashboard. Transparency builds confidence and reduces support requests.
62%
Vested to date
$4.85
Latest FMV / share
Launch grants
Issue grants, send grant letters for e-signatures, and maintain every employee record from one platform. Whether you're managing hundreds of employees or thousands, every grant follows a consistent process.
Exercise workflows
From employee requests and approvals to payments, exercise letters, and share allotments, every step happens inside one configurable workflow. Build workflows that reflect how your company already operates.
Payments & tax
Collect exercise costs and perquisite tax payments directly through the platform with integrated payment options and built-in calculations. Employees complete payments faster. Finance spends less time reconciling transactions.
412
Payments reconciled
0
Manual matches needed
Trust operations
Track trust-held shares, manage transfers, and keep trust activities connected to the rest of your stock option operations. Everything stays synchronized in one place.
186,000
Shares held in trust
24
Transfers this quarter
Reporting & compliance
Generate reports on demand, manage permissions across teams, maintain complete activity logs, securely share documents, and process large volumes of work through bulk actions. Every action is recorded. Every record is ready when you need it.
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 detailsISO 27001
View detailsGDPR compliant
View detailsEncrypted by default
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
The moment your cap table is set up, the way you manage equity changes: no more spreadsheets, no more hunting for answers, just ask and get it done.
Equity management is about maintaining a transparent, organized, and fair system of ownership within a business. It allows companies to transparently help employees visualize their stake in the company and build value for their contribution.
EquityList is designed for both listed and unlisted companies. Currently, our suite is available for companies in India, Singapore, and the United States, with a special focus on companies with dual-entity and cross-border structures.
We can help companies organize liquidity programs on a case-by-case basis depending on the stage and growth of the business.
Our team of inhouse experts work with you in preparing your stock options policy! We understand your requirements and offer best practices and platform benchmarks.
EquityList dashboard has built-in exercise and buyback flow for your stock option plans. Employees can directly participate in buyback programs or raise exercise requests from their employee dashboards.
Setting up an ESOP pool involves the following steps:
- Get board approval for setting up the employee stock pool
- Formulate an ESOP policy document that will govern all the employee stock grants.
You can also seek our advisory services to help you set up a suitable ESOP/SAR scheme for your company.
- Set up an account on EquityList to immediately start issuing ESOP grants to your employees and seamlessly manage them.
