Your shareholder management,
streamlined
Streamline corporate governance with our comprehensive suite of tools. Use EquityList to manage board resolutions, shareholder consents, investor updates, and more to elevate investor relations!
Managing equity for 400+ companies
BE ON TOP OF GOVERNANCE
Don’t let complexities of shareholder compliance slow you down!
Centralized repository
Stop juggling your confidential governance documents across emails, drives, & offline folders and store them in one secure & centralized platform
Streamline corporate governance
Save countless hours & costs by having your legal & secretarial teams run efficient board & shareholder consent workflows
Proactive engagement
Be on top of investor updates & shareholder consents with powerful dashboards & integrated suites across cap table, stock options, & data rooms
Execute board consents
- Create multiple secure data rooms to share and organize company MIS, fundraising documents, virtual board meetings, and more
- Customize data room restrictions, watermarking documents, track document-level analytics, and maintain activity logs
Investor updates
- Draft and send investor updates efficiently with EquityList. Customize your templates or select from pre-filled templates on the platform
- Track open and response rates and get reminded about upcoming dates
Investor dashboard
- Provide your shareholders with intuitive and customizable dashboards
- Dashboards are pre-loaded with updated company cap table, relevant investment documents, valuation reports, and real-time ownership information so that you can stay on top of investor relations
Secured data rooms
- Create multiple secure data rooms to share and organize company MIS, fundraising documents, virtual board meetings, and more
- Customize data room restrictions, watermarking documents, track document-level analytics, and maintain activity logs