Core
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By team
Get audit-ready expense and dilution reports every period, with grants, rounds, and conversions rolling in automatically. An AI agent answers reconciliation questions instantly and executes the update.
Why EquityList
Grants, vesting, forfeitures, and modifications from HR and the cap table flow into your records as they happen, so nothing has to be re-entered before close.
Grants
SyncedVesting events
SyncedForfeitures
SyncedModifications
SyncedASC 718, IFRS 2, and Ind AS 102 compliant expense numbers are ready on demand, with every grant and modification already accounted for.
ASC 718
ReadyIFRS 2
ReadyInd AS 102
ReadyUS, India, UK, Singapore, and MENA structures roll up into a single board-ready number, instead of five separate reconciliations.
5
Jurisdictions
1
Consolidated report
Cap table management
Common, preferred, SAFEs, convertibles, and warrants recalculate the moment any of them changes, with the latest 409A and valuer reports attached, so every export is already audit-ready.
18.4M
Fully diluted shares
$42.50
Latest 409A / share
Expense accounting
Every grant, vesting event, and forfeiture updates the cumulative expense under ASC 718, IFRS 2, or Ind AS 102. Ask the AI agent for the latest number and get a reconciled answer in seconds.
$412,340
Recognized this quarter
$1.8M
Cumulative expense YTD
Audit trail & documentation
Board approvals, valuation reports, and signatures are stored with the record itself, ready the moment an auditor asks for them.
Bulk transactions
Bulk-approve exercises, bulk-process terminations, or bulk-update vesting, and the cap table and expense schedule recalculate for every record at once.
Cap table management
Common, preferred, SAFEs, convertibles, and warrants recalculate the moment any of them changes, with the latest 409A and valuer reports attached, so every export is already audit-ready.
18.4M
Fully diluted shares
$42.50
Latest 409A / share
Expense accounting
Every grant, vesting event, and forfeiture updates the cumulative expense under ASC 718, IFRS 2, or Ind AS 102. Ask the AI agent for the latest number and get a reconciled answer in seconds.
$412,340
Recognized this quarter
$1.8M
Cumulative expense YTD
Audit trail & documentation
Board approvals, valuation reports, and signatures are stored with the record itself, ready the moment an auditor asks for them.
Bulk transactions
Bulk-approve exercises, bulk-process terminations, or bulk-update vesting, and the cap table and expense schedule recalculate for every record at once.
Report library (synced from your live data, no manual prep or spreadsheets)
Your data is encrypted at rest and in transit, access is controlled and logged down to the individual record, and our practices are independently certified against SOC 2 and ISO 27001 standards.
SOC 2 Type II
View detailsISO 27001
View detailsGDPR compliant
View detailsEncrypted by default
View detailsCustomer stories
Don't just take our word for it. Explore what our customers & community say!
We came across EquityList in 2020, which has since helped us manage our cap table and employee grants in one place. Employees, too, can visualize and easily comprehend the value of their growing stock through their dashboard.
Revant Bhate
Co-Founder & CEO, Mosaic
EquityList helped us transition from managing ESOPs on scattered Google sheets to managing them professionally. EquityList makes sharing details with investors and auditors hassle-free, making the process error-free!
Deepanshu Arora
Co-founder and CEO, Toddle
We came across EquityList in 2020, which has since helped us manage our cap table and employee grants in one place. Employees, too, can visualize and easily comprehend the value of their growing stock through their dashboard.
Revant Bhate
Co-Founder & CEO, Mosaic
EquityList helped us transition from managing ESOPs on scattered Google sheets to managing them professionally. EquityList makes sharing details with investors and auditors hassle-free, making the process error-free!
Deepanshu Arora
Co-founder and CEO, Toddle
After raising series B, managing our ESOPs and cap table on Excel became tough and inefficient, and we wanted to digitize it. We could get this setup done quickly and get used to it with its easy-to-use interface.
Saurabh Gupta
CEO and CoFounder, Company 10
From promptly addressing our queries to providing regular updates on plan performance, EquityList's communication style fosters a sense of transparency and trust.
Akshay Jain
Senior Manager, Yulu
After raising series B, managing our ESOPs and cap table on Excel became tough and inefficient, and we wanted to digitize it. We could get this setup done quickly and get used to it with its easy-to-use interface.
Saurabh Gupta
CEO and CoFounder, Company 10
From promptly addressing our queries to providing regular updates on plan performance, EquityList's communication style fosters a sense of transparency and trust.
Akshay Jain
Senior Manager, Yulu
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.
Mikami Chandrasekaran
Associate Director, People Operations, Company 12
EquityList's sophisticated tools have enabled us to optimise our pool usage, ensuring that remaining stock options are strategically allocated for subsequent grants.
Nilangi Netravalkar
Admin, Operations & Payroll Specialist, Limechat
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.
Mikami Chandrasekaran
Associate Director, People Operations, Company 12
EquityList's sophisticated tools have enabled us to optimise our pool usage, ensuring that remaining stock options are strategically allocated for subsequent grants.
Nilangi Netravalkar
Admin, Operations & Payroll Specialist, Limechat
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.
Bikramjit Singh
Head of Business HR
“Transitioning to EquityList was a breeze. The platform's straightforward design ensured a hassle-free migration process, with excellent support at every step.”
Chithra Ramachandran
Director - People, smallcase
“EquityList is a great platform to manage the ESOP flow internally, from issuing grants to managing cap tables. Onboarding is relatively easy, and the team is very helpful.”
Yaswanth Goteti
Head of People, Fincent
Equitylist saved us not only time but also minimized the risk of errors that often accompany manual processes. What truly sets it apart is the exceptional support- from onboarding to ongoing- by the team, their dedication to ensuring our success was evident.
Rupal Rajal
Head HR, Rupifi
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.
Shiffana MK
People & Culture, Nova
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.
Kaushal Pawar
Director People & Culture, Company 6
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.
Bikramjit Singh
Head of Business HR
“Transitioning to EquityList was a breeze. The platform's straightforward design ensured a hassle-free migration process, with excellent support at every step.”
Chithra Ramachandran
Director - People, smallcase
“EquityList is a great platform to manage the ESOP flow internally, from issuing grants to managing cap tables. Onboarding is relatively easy, and the team is very helpful.”
Yaswanth Goteti
Head of People, Fincent
Equitylist saved us not only time but also minimized the risk of errors that often accompany manual processes. What truly sets it apart is the exceptional support- from onboarding to ongoing- by the team, their dedication to ensuring our success was evident.
Rupal Rajal
Head HR, Rupifi
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.
Shiffana MK
People & Culture, Nova
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.
Kaushal Pawar
Director People & Culture, Company 6
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.
EquityList maintains a live system of record for equity. Every grant, vest, exercise, buyback, or approval is recorded as a structured event that automatically updates ownership, expense, and reporting across the platform, with a permanent audit trail behind each change.
This means finance teams don't have to reconcile versions, trace formulas, or rebuild timelines during audits or close. When numbers are questioned, the system already shows both the current state of equity and the exact sequence of events that produced it, making reviews faster and more defensible.
Yes. EquityList is built to support audit and close workflows, not just equity tracking. Every equity action is logged with its supporting approvals, documents, and valuation references, creating a clear, reviewable evidence trail auditors can access directly.
During close, finance teams generate accounting, vesting, disclosure, and cap table reports straight from recorded equity events. These reports are compliant with requirements across the US, India, Singapore, the UK, and the Middle East.
EquityList supports equity accounting and disclosures under IFRS 2, IND AS 102 / 15, and ASC 718 / 820. Finance teams can generate and download these reports any time, with live data pulled directly from the platform.
EquityList supports complex global structures through put-call agreements and entity-level separation. Subsidiaries and operating companies can be managed on their own dashboards, while all equity information rolls up into a consolidated holding-company cap table.
This allows finance teams to maintain local compliance and reporting while preserving a single, accurate view of ownership, expense, and dilution at the group level.
Most teams are live within 48–72 hours*. We begin with a data dump from your current platform or spreadsheets, map it into EquityList, and guide you through a structured sanity check to confirm accuracy. Once your team signs off on the data, the account goes live.
*Timelines may vary depending on the complexity and cleanliness of historical equity data.
