EquityList Product Updates

When you need to update multiple records at once, you can now bulk import data across all major modules using our new ‘Smartsheet’ interface (shortcut: Quick Actions > Bulk Actions).

• Unified imports: Works for ESOP, SAR, and RSU grants, employees, exercises, terminations, and all key instruments like CCDs, SAFEs, and warrants.
• Spreadsheet friendly: Easily upload .xlsx or .csv files using our downloadable templates
  • Tip: Find these templates in the smartsheet itself under File > Export As.
• Smart mapping: Quickly match your spreadsheet columns to platform fields in seconds.
• Bulk actions: Instantly create or update records without manual entry.