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.

Simplify employee stock option management and ensure complianceStock option programs on auto-pilot

MAKE MORE OWNERS WITH EQUITY

Supercharge your stock options administration with EquityList

Full-stack management

Full-stack management

Issue grants, oversee lapses, manage exercises and liquidity, and be on top of accounting

Built for global teams

Built for global teams

Administer international grants with baked-in regulatory functions and tax advisory

Elevate employee experience

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
Streamline stock option plans
Interactive dashboard for managing employee stock option grants, worldwide

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
Enable buybacks & liquidity
Intuitive employee dashboards to display grants, total value, appreciation & more

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.

ESOP accounting and reports

We have you covered with our advisory!

Multi-entity shareholding management simplified
  • 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!

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.

Rupal Rajal
Head HR

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.

Nilangi Netravalkar
Admin, Operations & Payroll Specialist

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.

Shiffana MK
People & Culture

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!

Kaushal Pawar
Director People & Culture

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.

Deepanshu Arora
Co-founder and CEO

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

Bikramjit Singh
Head - Business HR

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.

Aarfa Shaikh
Associate Director - People Success

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.

Akshay Jain
Senior Manager

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.

Mikami Chandrasekaran
Associate Director

Get started with EquityList today

Swift data migration & onboarding within 24 hours

Frequently Asked Questions

Answering some common questions you might have

Why do we need an equity management software?

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What businesses does EquityList support?

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Does EquityList help in creation of ESOP, SAR, and other stock option schemes?

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Does EquityList help with the management of stock options for exited employees?

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Does EquityList help in running exercise and buyback programs?

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We are in the process of setting up our employee stock pool. How should we go about it?

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