.svg){kind=icon}
Get the latest equity and stock options management updates and insights
View Blog
[NEW] Our Product Recap for Q2 2025 is live.
Learn more
Stock option programs
on auto-pilot
Manage and administer stock options for employees, advisors, and contractors around the world with flexibility and ease. Leverage our in-house experts for global advisory and stock options compliance.
Managing equity for 550+ companies
.svg)
.svg)
.webp)
.svg)
.svg)
.svg)
.svg)
MAKE MORE OWNERS WITH EQUITY
Supercharge your stock options administration with EquityList
Full-stack management
Issue grants, oversee lapses, manage exercises and liquidity, and be on top of accounting
.svg)
Built for global teams
Administer international grants with baked-in regulatory functions and tax advisory
Elevate employee experience
Offer transparency to your employees through dashboards, calculators & engaging notification workflows
Streamline stock option plans
- Set up and manage stock option plans (ESOP, SAR, RSU) with utmost customization and ease
- Issue grants, collect electronic signatures, provisional documents, and more
- Assign customizable vesting schedules, time or performance-based, and accurately track pool utilization
Bulk execution & operations
- Administer hundreds of digitally signed grants in a few clicks
- Conduct bulk actions, integrate with HRMS tools, performance vestings, and manage grant lapses
- Set up maker-checker workflows to ensure internal controls and seamless grant issuance experience
Enable buybacks & liquidity
- Set up and conduct buyback programs with custom eligibility criteria
- Manage exercise requests and facilitate end-to-end transactions along with documents directly on EquityList
- Empower your employees with complete exercise and tax calculations
Employee engagement
- Intuitive employee dashboards to display grants, total value, appreciation & more
- Celebrate vesting events with EquityList & share equity offer letters with hiring candidates
ESOP accounting and reports
Simplify your ESOP accounting and compliance by downloading accurate expense reports, SH-6 register, Rule 701, ASC 718, and other customizable reports directly in your inbox.
.webp)
We have you covered with our advisory!
- Get your ESOP/SAR scheme created by EquityList’s team of experts
- Benchmark your stock options policy and use our data-driven insights to issue grants
- Customize your grants to match your company branding
- Get your options scheme approved by your board directly through EquityList
- We work with you to help you manage your stock options when you go public
TESTIMONIALS
Our customers are our biggest fans!
.svg)
Equitylist streamlined previously arduous tasks like grants, vesting schedules, and managing cap tables. This saved us time and minimized the risk of errors in manual processes. One of the standout features was the transparency it provided to our employees and stakeholders. With self-service access to their equity information, our team members felt empowered and engaged.
.svg)
EquityList has transformed the way we manage equity. EquityList’s sophisticated tools have enabled us to optimise our pool usage, ensuring that remaining stock options are strategically allocated for subsequent grants. In essence, EquityList has elevated our equity management to an entirely new level. It has become an indispensable asset in our equity strategy.
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. It has also considerably reduced operational efforts and provided the People team with a comprehensive view of the ESOPs pool at macro and micro levels.
.svg)
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. Data analysis and pool utilization views enable us to use the remaining stock option pool effectively!
EquityList helped us transition from managing ESOPs on scattered Google sheets to managing them professionally. From granting options to getting signatures, everything has been very easy to manage on a single platform. Further, using available vesting templates helps generate grants as per the flexible requirements of the organization and doesn’t follow a standard vesting schedule.
We have been using EquityList since Nov'20, and it has proven to be a great platform to manage ESOPs. 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.Congratulations to the team for building a great product
EquityList enabled us to move from manual to a sophisticated and automated setup for issuing ESOPs. We were able to improve the visibility of our employees into their ESOPs, thus motivating and improving their experience of having equity compensation. EquityList hosted Bizongo’s maiden ESOP buyback program worth $3.7M - and it was one of the most seamless product experiences.
I want to express my appreciation for the comprehensive and attentive approach EquityList team takes in managing our employee stock option plan. The team’s deep understanding of employee stock option plans, from regulatory compliance to taxation implications, has been invaluable in guiding our decision-making and ensuring we stay compliant with relevant laws and regulations.
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. We strike a chord with this team as we both focus on creating great user experiences.
.svg)
.svg)
Frequently Asked Questions
Answering some common questions you might have
Why do we need an equity management software?
What businesses does EquityList support?
Does EquityList help in creation of ESOP, SAR, and other stock option schemes?
Does EquityList help with the management of stock options for exited employees?
Does EquityList help in running exercise and buyback programs?
We are in the process of setting up our employee stock pool. How should we go about it?