The easiest way to manage your cap table, powered by AI.
Accurately track every share, option, and funding round across your ownership structure, with our AI agent ready to take care of whatever you need next, just by asking.
One cap table that stays accurate, answers you, and keeps you ready.
Whatever you need, just ask
Ask a question, or ask our AI agent to do something, like prepare a report. Either way, you get it done in one ask.
What's our current ownership breakdown?
One place for your entire cap table
Every grant, closed round, and option exercised lives in one place, so your cap table always stays accurate and consistent.
Ready for your next raise, always
Get an up-to-date, accurate, and compliant cap table, ready the moment investors or auditors ask for it.
Series A Preferred
ESOP Pool
Everything your cap table needs, in one place.
Meet your AI agent
Get answers. Perform actions. All in one ask.
Ask it to issue a grant, perform bulk actions, or prepare an audit-ready report, and EquityList's agent does the work directly in your cap table, not just a chat window on the side.
Track & issue securities
Every share class and certificate, tracked accurately.
Store every share class and certificate the moment it's created, issue digital certificates and dematerialize securities without paperwork, and get any detail you need.
Certificate GS-1042
ESOP · Series B Pool
Holder
Sarah Coleman
Shares
18,500
Issued
14 Mar 2026
Form
Dematerialized
Historical transactions
Every past transaction, right where you can find it.
Keep a complete record of every secondary sale, conversion, and stock split. Download historical reports and share them with shareholders and auditors whenever you need to.
Secondary Sale
Sarah Coleman → Kestrel Ventures · 02 Jun 2026
12,000
SAFE Conversion
Seed SAFE → Series A Preferred · 18 Apr 2026
640,000
Stock Split
1:2 forward split, all classes · 11 Feb 2026
N/A
Option Exercise
Marcus Fielding · ISO exercise · 30 Jan 2026
8,500
Model fundraising scenarios
Model any fundraising scenario, and see the impact before it happens.
Model different valuations and ESOP pool changes to see the exact impact on your ownership and dilution.
₹5 Cr
Capital raised
₹50 Cr
Post-money valuation
10.0%
New investor stake
Dashboard & data rooms
One place for every document, shared on your terms.
Keep every document, share certificate, and cap table view in one place, with controlled access levels for different stakeholders within the organization.
Valuation exercises
Audit-ready valuations, done by registered valuers.
Get your 409A and other valuation exercises done by registered valuers and merchant bankers.
Multi-entity management
One dashboard for every entity, wherever they're incorporated.
Manage shareholding across multiple entities and structure cross-border transactions from a single dashboard, with multi-currency support built in.
Northwind Robotics, Inc.
Delaware, USA
Northwind Technologies Pvt. Ltd.
India
Northwind Pte. Ltd.
Singapore
Everything your cap table needs, in one place.
Meet your AI agent
Get answers. Perform actions. All in one ask.
Ask it to issue a grant, perform bulk actions, or prepare an audit-ready report, and EquityList's agent does the work directly in your cap table, not just a chat window on the side.
Track & issue securities
Every share class and certificate, tracked accurately.
Store every share class and certificate the moment it's created, issue digital certificates and get any detail you need.
Certificate GS-1042
ESOP · Series B Pool
Holder
Sarah Coleman
Shares
18,500
Issued
14 Mar 2026
Form
Dematerialized
Historical transactions
Every past transaction, right where you can find it.
Keep a complete record of every secondary sale, conversion, and stock split. Download historical reports and share them with shareholders and auditors whenever you need to.
Secondary Sale
Sarah Coleman → Kestrel Ventures · 02 Jun 2026
12,000
SAFE Conversion
Seed SAFE → Series A Preferred · 18 Apr 2026
640,000
Stock Split
1:2 forward split, all classes · 11 Feb 2026
N/A
Option Exercise
Marcus Fielding · ISO exercise · 30 Jan 2026
8,500
Model fundraising scenarios
Model any fundraising scenario, and see the impact before it happens.
Model different valuations and ESOP pool changes to see the exact impact on your ownership and dilution.
₹5 Cr
Capital raised
₹50 Cr
Post-money valuation
10.0%
New investor stake
Dashboard & data rooms
One place for every document, shared on your terms.
Keep every document, share certificate, and cap table view in one place, with controlled access levels for different stakeholders within the organization.
Valuation exercises
Audit-ready valuations, done by registered valuers.
Get your 409A and other valuation exercises done by registered valuers and merchant bankers.
Multi-entity management
One dashboard for every entity, wherever they're incorporated.
Manage shareholding across multiple entities and structure cross-border transactions from a single dashboard, with multi-currency support built in.
Northwind Robotics, Inc.
Delaware, USA
Northwind Technologies Pvt. Ltd.
India
Northwind Pte. Ltd.
Singapore
Your cap table data stays yours.
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
Vibrant, growing community of customers
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
Get started with EquityList today.
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.
Frequently asked questions.
There are dynamic changes in funding rounds, transactions, and stock option allocations. The cap table management software powers real-time transparent updates for all stakeholders. It ensures accuracy in recording ownership data, reducing the risk of errors often associated with manually updating spreadsheets.
EquityList helps conduct valuation exercises powered by registered valuers and merchant bankers in a few clicks.
EquityList enables a comprehensive record of all your historical transactions, such as secondaries, conversions, and stock splits, and traces your cap table across different fundraising rounds.
EquityList allows you to manage multiple instruments used for fundraising, including convertibles like SAFE or Convertible Debt. We store the conversion terms in structured and unstructured forms so that companies know when the instruments will convert and the impacts.
You can issue securities to your shareholders by inviting them to your company dashboard.
Yes. EquityList helps execute various simulations for scenario modeling on its full-stack dashboard, allowing businesses to make better-informed decisions.