EquityList Product Updates

Managing shareholders and employees across multiple entities so far has been an exhausting and broken experience for most teams. Your workflows and compliances get even more complex when you need to manage cross-border entities across different geographies.

We’re excited to announce multi-entity management support for EquityList customers! You can now track shareholding and stock option plans across different entities through a single dashboard.

• Track and manage cap tables across your parent and subsidiaries
• Manage multiple stock option pools across different entities
• Set different permission levels for each entity
• Request valuation reports across US (409A), India (Registered Valuer/Merchant Bank) and other geographies (on request)
• Download individual reports for different entities

You can reach out to your account managers or email us at help@equitylist.co in case you want to learn more and set this up.

You can now grant ‘cap table’ only access to your team. With this permission, they could only view and perform actions on the company’s cap table, shareholders, and data rooms.

Intercom in-app chat is now embedded in our web app for easier and quicker interaction with our support team! Stay tuned for feature releases and easier FAQ support directly through Intercom.

We have a new e-signature uploader with better UX. You can now quickly resize your e-signatures with better aspect ratios without worrying about resizing them yourself!

Employees can now easily switch between their desired currency preferences on their dashboards.

While it’s still possible to set a default currency setting for your employees from your company dashboard settings, employees now get the added ease of switching between currencies seamlessly.