Core
By stage
By team
Consents, investor updates, data rooms, and every shareholder question, handled the moment they come up. EquityList now ships with an AI agent that does the governance work, so your team doesn't have to.
Why EquityList
Always know who signed what, and when, without digging through email or shared drives.
Board minutes
Consents & filings
Cap table history
Every director, observer, and shareholder who owes a signature gets tracked, with reminders sent until the consent is complete.
Board consent
11/14 signedShareholder consent
8/8 signedAGM notice
Due in 5 daysSo nothing turns into a compliance risk or a hard conversation with the people who backed the company.
Who currently has access to our Series A data room?
Ask the dashboard
Every shareholder gets a live dashboard of their stake, documents, and valuation, and can ask the agent anything directly, instead of waiting on you for a status update.
Board consents
Send a board or shareholder consent and the agent tracks every signatory, sends reminders on its own, and keeps a compliant, auditable trail.
Investor updates
Ask for the quarterly update and the agent pulls your latest metrics and cap table changes into your template, sends it, and reports back on opens.
Data rooms
Spin up a secure room for fundraising or a board meeting and let the agent handle watermarking, access levels, and document analytics.
Sequoia Fund II
Full accessMeridian Capital
Cap table + financialsExternal Auditor (KPMG)
Time-limitedBoard Observer
View onlyProactive monitoring
The agent watches deadlines, missing signatures, and reporting dates, and flags what needs attention before you have to ask.
AGM notice
Annual general meeting
Due in 5 days
Board consent BR-118
3 signatories outstanding
Reminder sent
Series B data room
Access review
Up to date
This is exactly the work your AI agent takes off your plate.
Ask the dashboard
Admins can ask the AI agent anything about their cap table, documents, and compliance, and get a live answer instead of digging for it.
Board consents
Send a board or shareholder consent and the agent tracks every signatory, sends reminders on its own, and keeps a compliant, auditable trail.
Investor updates
Draft and send investor updates, with AI-assisted drafts, customizable templates, or ready-made ones built into the platform. Track open and response rates, and get reminded ahead of upcoming update dates.
Data rooms
Give every document its own access level and watermark, log every view, and share privately with multiple investors.
Sequoia Fund II
Full accessMeridian Capital
Cap table + financialsExternal Auditor (KPMG)
Time-limitedBoard Observer
View onlyProactive monitoring
The agent watches deadlines, missing signatures, and reporting dates, and flags what needs attention before you have to ask.
AGM notice
Annual general meeting
Due in 5 days
Board consent BR-118
3 signatories outstanding
Reminder sent
Series B data room
Access review
Up to date
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
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
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.
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.
