Frequently Asked Questions
Why do companies move to an equity management system?
As companies hire more employees, issue multiple grants, manage vesting schedules, and prepare for audits or fundraises, equity becomes something that needs to be actively maintained. Each change affects something else, such as ESOP pool availability, ownership records, and downstream reporting. An equity management system replaces manual updates with structured workflows that keep data consistent as activity increases.
How does EquityList help HR teams keep track of ESOP/option pool usage?
EquityList shows HR teams exactly how much of the ESOP/option pool is allocated, vested, and remaining at any point in time. As grants are issued or modified, pool utilisation updates automatically. This helps the team flag when the pool is running low and proactively coordinate with founders and finance on expansions, instead of discovering issues late through manual checks.
What equity reports does EquityList support?
EquityList generates grant summaries, vesting reports, exercise and surrender summaries, ESOP pool movement reports, and equity expense reports that are compliant with accounting standards in the US and India. These reports, which reflect live data, are typically shared by HR with finance teams and auditors.Jurisdiction-specific accounting and compliance reports are also supported where applicable.
Does EquityList offer employee dashboards?
Yes. EquityList provides employees with custom dashboards that give a clear view of their equity.
Through the dashboard, employees can track their issued, vested, outstanding, exercised, and surrendered units, along with the current value based on the latest FMV.
Vesting milestones are communicated automatically, and value calculators help employees explore potential outcomes.
Grant letters, ESOP policies, and other documents are always accessible, making equity tangible and easy to understand rather than abstract.
How does EquityList fit into existing HR workflows?
EquityList integrates seamlessly with HRMS platforms such as BambooHR, Keka, Darwinbox, GreytHR, and more. It automatically updates employee and equity records to reflect new hires, exits, payroll changes, and tax brackets, ensuring that data stays aligned across systems without the need for duplicate entry.
How long does it take to get started?
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.



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