Core
By stage
By team
EquityList's secretarial ops team specializes in venture-funded companies, backed by a cap table platform that eliminates manual work and filing errors.
The problem
They surface during due diligence, when fixing them is 3x the work.
A small team inside a CA firm, juggling dozens of clients. Your company gets the same bandwidth as an inactive one.
CCPS, warrants, FEMA triggers — they work through these, but it's not what they do every day.
Chasing signatures, following up with banks, becoming the middleman between your CA, investors, and CS team.
Shareholders synced
Holdings tracked
Security structures mapped
A dedicated team, supported by a cap table platform, owns your filings and deadlines end-to-end.
Fundraising compliance
FEMA compliance
Dematerialisation
Our team handles these instruments and compliance structures as routine, not as edge cases.
Resolution shared
Signatures collected
Responses tracked
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
Step 01
Shareholders, holdings, and security structures are in the system before any filing begins. This ensures faster turnaround times and reduces the risk of errors.
Step 02
When board or shareholder approval is needed, the platform shares the resolution, collects signatures, and tracks who has and hasn't responded.
Step 03
Statutory registers like SH-6, disclosure reports, and filing acknowledgements pull from the same ownership data the cap table runs on. One team, one system — context never gets lost in a handoff.
How EquityList works
Step 01
Shareholders, holdings, and security structures are in the system before any filing begins. This ensures faster turnaround times and reduces the risk of errors.
Step 02
When board or shareholder approval is needed, the platform shares the resolution, collects signatures, and tracks who has and hasn't responded.
Step 03
Statutory registers like SH-6, disclosure reports, and filing acknowledgements pull from the same ownership data the cap table runs on. One team, one system — context never gets lost in a handoff.
What EquityList covers
We handle the end-to-end secretarial workflow for every round, ensuring board resolutions and allotment filings are pristine before closing.
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.
Convert your physical shares into demat form. From ISIN generation to NSDL/CDSL coordination, we manage the entire process.
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.
Pricing
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.
Scoped per engagement. EquityList manages individual corporate actions, such as:
Fundraise filings
Dematerialisation
Share transfers
FEMA compliance
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.
Talk to an ExpertRetainership 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 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, like a fundraise, dematerialisation, or FEMA compliance, and move to a retainership once they see how the system works. If you're already past your first round, it's worth having that conversation early.
Access to data isn't the same as working from it. Most CS firms receive a spreadsheet, reconstruct what they need for the filing, and the data sits separately from your actual cap table from then on. At EquityList, the same team that maintains your cap table executes your compliance directly from it, so nothing gets reconstructed, re-entered, or lost in a handoff.
Every time you allot shares to a foreign investor, you need to file an FC-GPR with the RBI. Every transfer between a resident and a foreign shareholder needs an FC-TRS filing, and annually, companies with foreign investment or overseas investment must file an FLA return. Most founders only discover these obligations mid-fundraise or during due diligence, when fixing them is far more complicated.
Not with EquityList, but it's one of the most common complaints founders have about outsourced CS teams reconstructing what they need for each filing from scratch. At EquityList, shareholder data, security details, and ownership records are already in the platform, so we coordinate directly with your shareholders and investors, you stay in the loop without having to manage it.
Yes, and we handle the migration for you. The more data that's in the system, the faster and more accurately compliance gets executed.
