From Seed
IPO,
pricing plans for every business

Plans start as low as $11 per stakeholder/year

Seed

Track cap table, options pool, and send updates.

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Cap table tracking
Valuation tracking
Stock options tracking
Investor updates
Data room (x1)

Issue securities and provide dashboards to stakeholders.

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Everything in Seed +
Issue shares
Issue option grants
Bulk actions
Employee dashboards
Cap table modeling
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e-Signatures
Custom vesting schedules
Board consents (x5)
Shareholder consents (x5)
409A/HMRC valuation
Investor dashboards
Analytics
Data rooms (x3)

Scale

Handle advanced equity and compliance workflows.

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Everything in Rise +
Historical view
Custom letter templates
Performance based vesting
Exercise management
Equity payslips
Options expense reports (ASC 718, Ind AS 15 & 102)
SH6 register
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Employee offer portal
Employee exit letters
Slack connect + Account manager
Board consents (x10)
Shareholder consents (x10)
HRIS integration
Data rooms (x5)

Enterprise

Get managed services and a tailored experience for all operations.

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Everything in Scale +
Waterfall model
Custom reports
Bulk grant downloads
IFRS report
Managed services
Board consent (unlimited)
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Shareholder consents (unlimited)
HRIS automation
Stakeholder communication hub
Data rooms (unlimited)

EquityList is free for startups*

*For the first year, companies that are managing fewer than 25 stakeholders and raised less than $1 million in funding.

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Full-stack
value-added services

Valuation reports

Get your company's valuation exercise (like 409A, HMRC, and more) done by industry’s best valuers or merchant bankers.

Scheme creation services

Leverage the expertise of decade's worth of experience in creating industry-best equity award schemes.

Buyback flows

Automate your buyback workflows to give a smooth experience to your employees and investors.

Share split

Simplify your finance team's workflows by using the EquityList dashboard to manage share splits and tender offers.

Dematerialisation

Utilize our end-to-end partners to execute dematerialisation and manage post-demat compliances.

Stock market integration

Listed companies can fetch the latest share price from public markets to issue grants, process exercises, and stay compliant.

Multi-entity management

Simplify complex cross-border shareholding for subsidiaries, manage put-call structures, and visualize dilution from a single dashboard.

Employee town hall

We host an engaging session to educate your employees about the benefits of their stock options and the company’s scheme.

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Managing equity for 350+ companies

Plan comparison

Cap table

Seed
Rise
Scale
Enterprise
Digital share registers
Cap table management
Only tracking
Issue digital shares
Convertibles & warrants
Cap table modeling
Customizable vesting schedules
Historical cap table
Waterfall model

Stock options

Seed
Rise
Scale
Enterprise
Electronically issue equity grants
Only tracking
Bulk actions
Vesting payslips
Equity offer portal
Custom grant letters
Accelerate or pause vesting
Exit vesting letters
Options expense reports (ASC 718, Ind AS 15 & 102)
Performance based vesting
End-to-end exercise management
Bulk grant downloads
Company customized report

Shareholder & employee management

Seed
Rise
Scale
Enterprise
Stakeholder dashboard
Investor updates
Board consent workflow
Shareholder consent workflow

Admin tools

Seed
Rise
Scale
Enterprise
Activity log
Two-Factor authentication (2FA)
Admin analytics
Maker-checker workflow

Support

Seed
Rise
Scale
Enterprise
Email
Chat
Account manager
Slack connect
Managed services

Legal due diligence

Seed
Rise
Scale
Enterprise
Virtual data rooms (IP tracking, permission levels, watermarking)
x1
x3
x5
Unlimited

Integrations

Seed
Rise
Scale
Enterprise
HRIS
With automation

Valuations & add-ons

Seed
Rise
Scale
Enterprise
409A (US)
HMRC (UK)
$
$
$
$
Registered valuer (India)
$
$
$
$
Merchant banker (India)
$
$
$
$
Black-Scholes model
$
$
$
$
Employee town hall
$
$
$
$
Scheme policy advisory and creation
$
$
$
$
Multi-entity management
$
$
$
$
Dematerialisation
$
$
$
$
Stock market integration
$
$
$
$
Buyback flows
$
$
$
$
Share split
$
$
$
$

Real stories, real impact

Bikramjit Singh
Head-Business HR, BlackBuck

"We have been using EquityList since November 20 and it has proven to be a great platform for managing ESOPs. 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."

Rupal Rajal
Head HR, Rupifi

“As a growing company, managing equity and ownership structures had become a complex and time-consuming challenge. EquityList saved us time and minimized the risk around manual processes. What truly sets it apart is the exceptional support by the team—from onboarding to ongoing. Their dedication to ensuring our success was evident.”

Chithra Ramachandran
Director - People, smallcase

“Transitioning to EquityList was a breeze. The entire experience was nothing short of exceptional. The platform's straightforward design ensured a hassle-free migration process. EquityList also offers comprehensive and insightful reports that greatly enhance the entire process. The EquityList team was outstanding throughout the process. They were always available, even with our tight schedules. If you need a straightforward ESOP platform with excellent support, EquityList is the way to go. Highly recommended for its simplicity, smooth transition, and fantastic support team!”

Yaswanth Goteti
Head of People, Fincent

“EquityList is a great platform to manage the ESOP flow internally—from issuing grants to managing cap tables, etc. Onboarding is relatively easy, and the team is very helpful. The platform is very easy to navigate and use. Moving from another platform is tedious, but the EQ team made it very easy.”

Frequently Asked Questions

What is EquityList?

EquityList is full-stack equity management software for companies in the US, India, APAC, and MENA. We help companies manage cap tables, equity grants (ESOP/SAR/ISO), valuation services (409A/Indian), data rooms, and compliances. 

Which companies does EquityList support?

EquityList is designed for both listed and unlisted companies. Currently, our suite is available for companies in the US, India, APAC, and MENA, with a specialization in companies with dual-entity and cross-border structures. 

Is EquityList available for free?

Yes, EquityList is free for the first year for startups that are managing less than 25 stakeholders and raised less than $1Mn in funding. To know more, reach out to us.

What is the onboarding process of EquityList?

You, or a member of your team, will be asked to fill out a small onboarding form and then prompted to share basic onboarding-related data. After that, we can set up your account, or you can schedule a call with our team to walk you through it.

At what stage does a company need an equity management tool like EquityList?

Our experience with customers across stages (Seed to Series D, and beyond) tells us that early adoption of equity management tools, like EquityList, helps provide automation, data security, comprehensive reporting, and scalability as the company grows from two to thousands of stakeholders. 

We discuss this further in our detailed guide on equity management. Read it here.

How much time does EquityList save for my teams? // Which of my teams will benefit the most from EquityList?

HRs: EquityList’s stock options suite helps save 6-10 hours of HR teams every week for giving grants, keeping track of pool allocation, and more 

Finance: 1,000+ hours saved yearly for Finance teams spent on stock option reports and accounting (est savings of ~ $7000+/year for a company)

Secretarial: The platform can manage the cap table suite, issue, transfer, and convert shares and coordinate board and shareholder consents, saving 8-10 hours weekly.