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Managing equity for Top companies
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600+
Customers
50,000+
Stockholders
$4B+
Options Managed
600+
Customers
50,000+
Stockholders
$4Bn+
Options Managed
THE PROBLEM
Compliance gaps don't announce themselves
They surface during due diligence, when fixing them is 3x the work.
Your compliance
is someone's side job.
A small team inside a CA firm, juggling dozens of clients. Your company gets the same bandwidth as an inactive one.
Your compliance
is the entire job.
A dedicated team, supported by a cap table platform, owns your filings and deadlines end-to-end.
They don't specialise in venture-backed companies.
CCPS, warrants, FEMA triggers — they work through these, but it's not what they do every day.
Built for venture-backed complexity.
Our team handles these instruments and compliance structures as routine, not as edge cases.
You're the
one coordinating.
Chasing signatures, following up with banks, becoming the middleman between your CA, investors, and CS team.
You sign.
We handle the rest.
We follow up and close the loop with all parties. Everything is tracked on the platform as a single source of truth.
How EquityList Works
EquityList is a cap table platform with a compliance team built in
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Filings pull from live cap table data.
Shareholders, holdings, and security structures are in the system before any filing begins. This ensures faster turnaround times and reduces the risk of errors.
Shareholders, holdings, and security structures are in the system before any filing begins. This ensures faster turnaround times and reduces the risk of errors.
When board or shareholder approval is needed, the platform shares the resolution, collects signatures, and tracks who has and hasn’t responded.
Statutory registers like SH-6, disclosure reports, and filing acknowledgements pull from the same ownership data the cap table runs on.
Context doesn't get lost in a handoff between teams handling equity data and compliance, because they don't exist as separate functions here.
What EquityList Covers
From every round to every filing
Fundraising compliance
We handle the end-to-end secretarial workflow for every round, ensuring board resolutions and allotment filings are pristine before closing.
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FEMA compliance
We handle all RBI filings for foreign investments, from share allotments (FC-GPR) and share transfers (FC-TRS) to annual returns (FLA), accurately and on time.
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Dematerialisation
Convert your physical shares into demat form. From ISIN generation to NSDL/CDSL coordination, we manage the entire process.
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Annual compliance
Never miss a deadline. We take care of all your statutory filings, including AOC-4 and MGT-7, while keeping your board and shareholder meetings on track.
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Make EquityList your CS team
Full retainership
EquityList becomes your company secretary team.
Annual filings
Statutory registers
Board and shareholder consents
FEMA compliance
Ownership changes
One fee. No per-filing add-ons.
Recommended for companies without a dedicated in-house compliance or company secretary function.
Event based
Scoped per
engagement
EquityList manages individual corporate actions, such as
Frequently Asked Questions
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.