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Customers
Stockholders
Options Managed
A live, (fully diluted) cap table that gives you instant clarity on every shareholder and instrument.
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View ownership across all share classes and rounds
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Manage shareholders, share classes, and certificates in one place
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Track SAFEs, convertibles, and warrants
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Request and store 409A or registered valuer reports directly on the platform
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Export clean, audit-ready ownership data anytime
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Run ESOP, SAR, and RSU programs end-to-end.
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Create and issue grants in minutes with bulk actions
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Track pool usage and value in real-time
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Generate IFRS 2, ASC 718, and IND AS 102–compliant reports instantly
Host fundraising rounds directly on EquityList.
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Manage the full round from commitment to countersignature in a single workflow
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Track investor progress, allocations, and document status
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Auto-update the cap table after each round
Execute buybacks and surrenders from request to reconciliation.
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Employees can initiate buyback or surrender requests directly on the platform
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Approve and process transactions with built-in checks and audit trails
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Connect a payment gateway to collect exercise cost and perquisite tax
Reconcile every transaction automatically and transfer shares to the employee’s demat account after exercise
Each report draws directly from your live data, eliminating manual preparation, versioning errors, and spreadsheet dependencies.
Accounting and expense
ESOP expense reports compliant with:
IND AS 102 / 15, ASC 718 / 820, IFRS 2
Cap table and ownership
Cap table summaries
Detailed cap tables
Transaction-level ownership ledger
Equity plan and pool overviews
Grants and exercises
Employee grants report
Grant summary report
Exercise report
Exercises pending allotment report
Surrender summaries
Statutory and regulatory
Statutory ESOP register (SH-6)
SEC Rule 701 compliance analysis
Vesting
Financial-year equity award vesting reports
Quarterly equity award vesting reports
Accounting and expense
Equity expense recognition (ASC 718 / 820)
Cap table and ownership
Cap table summaries
Detailed cap tables
Transaction-level ownership ledger
Equity plan and pool overviews
Grants and exercises
Employee grants report
Grant summary report
Exercise report
Exercises pending allotment report
Surrender summaries
Statutory and regulatory
SEC Rule 701 compliance analysis
Vesting
Quarterly equity award vesting reports
Accounting and expense
Equity expense recognition (IND AS 102 / IND AS 15)
Cap table and ownership
Cap table summaries
Detailed cap tables
Transaction-level ownership ledger
Equity plan and pool overviews
Grants and exercises
Employee grants report
Grant summary report
Exercise report
Exercises pending allotment report
Surrender summaries
Statutory and regulatory
Statutory ESOP register (SH-6)
Vesting
Financial-year equity award vesting reports
Quarterly equity award vesting reports
Accounting and expense
Equity expense recognition (IFRS 2)
Cap table and ownership
Cap table summaries
Detailed cap tables
Transaction-level ownership ledger
Equity plan and pool overviews
Grants and exercises
Employee grants report
Grant summary report
Exercise report
Exercises pending allotment report
Surrender summaries
Vesting
Quarterly equity award vesting reports
Accounting and expense
Equity expense recognition (IFRS 2)
Cap table and ownership
Cap table summaries
Detailed cap tables
Transaction-level ownership ledger
Equity plan and pool overviews
Grants and exercises
Employee grants report
Grant summary report
Exercise report
Exercises pending allotment report
Surrender summaries
Vesting
Quarterly equity award vesting reports
Accounting and expense
Equity expense recognition (IFRS 2)
Cap table and ownership
Cap table summaries
Detailed cap tables
Transaction-level ownership ledger
Equity plan and pool overviews
Grants and exercises
Employee grants report
Grant summary report
Exercise report
Exercises pending allotment report
Surrender summaries
Vesting
Quarterly equity award vesting reports
Basic Plan
Per month
Essential support for small businesses, ensuring timely assistance.
Email with quick response time.
Access to knowledge base and FAQs.
Chat support during business hours.
Basic ticketing system issue tracking.
Monthly performance reports
24/7 live chat support
Premium Plan
Per month
Everything in Hobby plus higher limits and team features.
Email with quick response time.
Access to knowledge base and FAQs.
Chat support during business hours.
Basic ticketing system issue tracking.
Monthly performance reports
24/7 live chat support
Enterprice Plan
Everything in Hobby plus higher limits and team features.
Email with quick response time.
Access to knowledge base and FAQs.
Chat support during business hours.
Basic ticketing system issue tracking.
Monthly performance reports
24/7 live chat support
EquityList’s built-in simulation tools help finance leaders forecast dilution, model conversions, and test fundraising outcomes.
Scenario modeling lets you run “what-if” analyses for new rounds and pool expansions, while the conversion simulator previews how each instrument converts under future pricing events.
Export modeled outcomes to ensure every strategic decision is backed by data.
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Keep investors informed
Send structured updates with guided prompts for key metrics, reflections, and commentary. Track open rates and maintain a complete archive of every update.
Automate with bulk actions
Use bulk actions to complete up to 14 equity workflows in one go, from issuing new grants and updating certificates to managing SAFEs and convertibles.
Provide employee and investor dashboards
With custom dashboards, employees can view their grants, vesting schedules, and exercised options, while investors can access certificates, ownership summaries, and consents.
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Bikramjit Singh
Head of Business HR
Yaswanth Goteti
Head of People, Fincent
Chithra Ramachandran
Director - People, smallcase
Rupal Rajal
Head HR, Rupifi
Disclaimer:
The information provided on this website by E-List Technologies Pvt. Ltd. (“EquityList”) is solely for informational purposes and does not constitute an endorsement, recommendation, offer, solicitation, or advice, whether legal, financial, professional, or otherwise, regarding any investment, product, or service. Any reference to products or services shall be subject exclusively to formal offering documents, agreements, or letters of intent issued by EquityList, which contain comprehensive details concerning associated risks, fees, minimum investments, and terms and conditions. Please note that these terms and contents of this website may change without prior notice. Nothing on this website should be construed as professional, legal, financial, or technical advice. Decisions or actions affecting your business or interests should be made after consulting with a qualified professional advisor. EquityList disclaims all liability and responsibility for any loss, damage, or expenses arising out of or in connection with the use of its website or reliance on any of the content therein.
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