The easiest way to manage equity grants, powered by AI.
Grant equity awards, track vesting, and handle exercises for employees anywhere in the world, with our AI agent ready to take care of whatever you need next, just by asking.
Why EquityList
One equity plan that stays accurate, answers you, and works everywhere.
Every grant, in one place
Options, RSUs, and SARs for every employee, advisor, and consultant, across every plan and every country, live in a single system of record.
Whatever you need, just ask
Ask how much is vested, what a departing employee is owed, or what dilution a new grant creates, and get a straight answer instead of a spreadsheet to untangle.
What's a departing employee owed, and what dilution does a new grant create?
Built for global teams
Multiple plans, currencies, and corporate events, for companies spread across the globe, all handled without spreadsheets stitched together.
Everything your equity plan needs, in one place.
Grant and issue equity
Grant and issue equity in minutes.
Create a grant, route it for approval, and generate the agreement automatically, with the right plan, instrument, price, and vesting terms applied every time.
Grant PN-2214
2023 Global RSU Plan · Stock Options
Vesting
4 yr, 1 yr cliff
Strike price
$2.40
Options
12,000
Type
ISO
Automatic vesting
Vesting schedules that run themselves.
Cliffs, monthly and quarterly schedules, milestone-based vesting, and accelerations are all tracked automatically, so every employee's balance stays current.
3,000
Vested
9,000
Unvested
Bulk actions
Bulk actions for the whole plan.
Grant to an entire cohort, adjust terms after a re-pricing, or process a batch of terminations in one action instead of hundreds of one-off edits.
Employees matched
24
Total options
186,000
Status
Ready to sendExercises & buybacks
Exercises and buybacks, handled end to end.
Employees request an exercise on their stock options, you approve it, shares get issued, and the cap table updates automatically, with buybacks and net settlement built in. RSUs and SARs settle on their own schedule, with no request to process.
Options exercised
3,000
Exercise cost
$7,200
Cap table
Updated automatically
Employee experience
An equity experience employees actually understand.
Every employee gets a portal showing their grants, vesting progress, and potential value, in plain language and in their own currency.
3,000
Vested options
$21,600
Estimated value
Based on the latest 409A price of $9.60 / share.
Reporting & compliance
Reporting and compliance, always audit-ready.
Expense schedules, dilution reports, and plan utilization are generated automatically and ready for your auditors, board, and finance team.
Total expense
$412,000
Plans covered
2
Method
Black-Scholes
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 equity plan is set up, the way you manage equity grants changes: no more spreadsheets, no more hunting for answers, just ask and get it done.
Frequently asked questions.
Spreadsheets can't keep up once you have more than a handful of grants across multiple plans and countries. EquityList keeps every grant, vesting schedule, and exercise accurate in real time, and lets anyone on your team get a straight answer without digging through tabs.
Yes. EquityList supports multiple plans, currencies, and tax treatments, so you can manage options, RSUs, and SARs for teams in the US, Europe, India, and beyond within a single, unified plan.
Yes. Every grant keeps a full history, including original terms, amendments, accelerations, and exercises, so you can reconstruct exactly what any employee held and vested at any point in time.
Yes. When an employee leaves, EquityList calculates what's vested, applies your post-termination exercise window, and can process buybacks or forfeitures, updating the cap table automatically.
Anything about your equity plan: vesting balances, exercise costs, dilution from a new grant, expense schedules, or how a policy change affects a specific employee. It answers directly, using your live data.
It'll tell you directly rather than guessing, and route the question to our team so you get a direct answer from someone who knows your plan.
Which types of equity grants does EquityList support?
Stock options including ISOs, NSOs, and ESOPs, along with RSUs and SARs, across multiple plans and countries. Each instrument keeps its own vesting, tax, and settlement treatment rather than being forced into a single template.