Retainership pricing is based on your company's stage and compliance complexity. A seed-stage company with two founders and no foreign shareholders has very different compliance needs than a Series A company with 20+ shareholders, CCPS, and FEMA obligations. Event-based execution is scoped and priced per engagement.Contact us to know more.

Yes. Many companies come to EquityList first for a specific event, such as a fundraise filing, dematerialisation, or FEMA compliance, and move to a retainership once they see how the system works. That said, if you're already past your first round, it's worth having a conversation about retainership early.

Access to data is not the same as working from it. Most CS firms receive a spreadsheet, reconstruct what they need for the filing, and then the data sits separately from your actual cap table. The next time something needs to be filed, the process starts again from scratch. At EquityList, the same team that maintains your cap table executes your compliance directly from it. Shareholder details, security types, conversion terms, board composition — all of it is already in the system. Nothing gets reconstructed, nothing gets re-entered, and nothing gets lost in a handoff between your equity team and your CS team because they are the same team.

Every time you allot shares to a foreign investor, you must file an FC-GPR with the RBI. Every time shares are transferred between a resident and a foreign shareholder, you need an FC-TRS filing. Annually, companies that have received foreign investment or have made overseas investment are required to file an FLA return. Most founders only discover these FEMA compliance obligations mid-fundraise or during due diligence, at which point cleaning up can be much more complicated and costly.

Not with EquityList. But it's one of the most common complaints founders have about outsourced CS teams. A firm asks for financials today, shareholder PANs three days later, and a photo of your registered office the week after.

In the meantime, you're the one chasing down investors for signatures. It happens because the CS firm doesn't have a system; they are reconstructing what they need for each filing from scratch every time.

At EquityList, shareholder data, security details, and ownership records are already in the platform. We coordinate directly with your shareholders and investors. You stay in the loop but stop being the one who manages it.

Yes, and we handle the migration for you. The more data is in the system, the faster and more accurately compliance gets executed.