Core
By stage
By team
Run your company's equity end to end: grants, exercises, trust operations, payments, share issuance, and compliance, on one platform.
The reality
01It starts with a handful of offer letters and a spreadsheet.
Creating plans, issuing grants, collecting signatures, and maintaining records takes more coordination with every hiring cycle.
New hires this quarter
14
02Headcount grows, and employees start asking what they actually own.
Employees want to understand what they’ve been granted, how much has vested, what it’s worth, and what happens next without relying on HR for answers.
Employee questions this week
23
03Grants, vesting, and compliance pile up across spreadsheets, emails, and tools.
Exercises, buybacks, reporting, audits, and compliance become part of your everyday work. The more your company grows, the more manual effort your ESOP program demands.
Where it actually lives
01It starts with a handful of offer letters and a spreadsheet.
Creating plans, issuing grants, collecting signatures, and maintaining records takes more coordination with every hiring cycle.
New hires this quarter
14
02Headcount grows, and employees start asking what they actually own.
Employees want to understand what they’ve been granted, how much has vested, what it’s worth, and what happens next without relying on HR for answers.
Employee questions this week
23
03Grants, vesting, and compliance pile up across spreadsheets, emails, and tools.
Exercises, buybacks, reporting, audits, and compliance become part of your everyday work. The more your company grows, the more manual effort your ESOP program demands.
Where it actually lives
Our built-in AI agent helps you find information, draft reports, and execute actions, gated by your approval.
Launch your ESOP
Get a complete, fully diluted view of your cap table, with ownership updating the moment a SAFE or funding round goes through, and use our AI agent to execute actions and get answers on all of it.
Employee dashboard
Handle stock options, RSUs, and SARs end to end: design the plan, set vesting schedules, and process grants and exercises, with your pool updating automatically with every action.
62%
Vested to date
$4.85
Latest FMV / share
Exercise workflows
Your data room is ready before investors ask for it. Manage your raise from first commitment to countersignature, with valuation history stored in one place.
Liquidity events
Generate statutory reports like IFRS 2, ASC 718, and Rule 701, and get help from our secretarial team for actions like board resolutions, filings, and cross-border structuring, to stay compliant.
186
Employees participating
$2.1M
Total payout
Reporting & compliance
Get our expert equity advisory to help you define the right pool size, structure vesting logic, and build performance-based plans, so the plan is right from day one.
Our built-in AI agent helps you find information, draft reports, and execute actions, gated by your approval.
Launch your ESOP
Get a complete, fully diluted view of your cap table, with ownership updating the moment a SAFE or funding round goes through, and use our AI agent to execute actions and get answers on all of it.
Employee dashboard
Handle stock options, RSUs, and SARs end to end: design the plan, set vesting schedules, and process grants and exercises, with your pool updating automatically with every action.
62%
Vested to date
$4.85
Latest FMV / share
Exercise workflows
Your data room is ready before investors ask for it. Manage your raise from first commitment to countersignature, with valuation history stored in one place.
Liquidity events
Generate statutory reports like IFRS 2, ASC 718, and Rule 701, and get help from our secretarial team for actions like board resolutions, filings, and cross-border structuring, to stay compliant.
186
Employees participating
$2.1M
Total payout
Reporting & compliance
Get our expert equity advisory to help you define the right pool size, structure vesting logic, and build performance-based plans, so the plan is right from day one.
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
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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
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.
