Core
By stage
By team
EquityList helps HR teams handle grants, vesting, exits, and compliance reporting, all synced with your HRMS, with an AI agent that answers questions and executes actions instantly.
Why EquityList
Bulk issue grants across a hiring round, set the vesting schedule once, and pool usage updates itself as each offer goes out.
48
New hires onboarded
100%
Grants issued on day one
Employees check their own vested units, value, and exercise eligibility directly, so most questions get answered before they reach you.
34/mo
9/mo
Equity questions reaching HR
Connect BambooHR, Keka, Darwinbox, or GreytHR, and new hires, exits, and payroll changes sync automatically, so nothing needs entering twice.
BambooHR
SyncedKeka
SyncedPayroll changes
Up to dateGrants & vesting
Issue grants at scale with bulk actions instead of one at a time, and set time-based, performance-based, or custom vesting schedules once. Pool usage updates the moment each grant goes out.
24
Grants issued
3.4%
Pool allocated
Compliance reporting
Get vesting reports, grant summaries, and expense reports compliant with IFRS 2, IND AS 102, and ASC 718, whenever you need them, with the cap table summary matching every time.
HRMS integrations
Connect BambooHR, Keka, Darwinbox, or GreytHR directly, and new hires, exits, payroll changes, and tax bracket updates land in EquityList on their own. No need to update the same person's record twice.
Buybacks & liquidity
Give your employees the power to raise exercise or surrender requests on the platform, while approvals, tax collection, and demat transfer happen with a built-in audit trail, without a single email exchanged.
R. Sullivan
Exercise request · 200 options
Employee equity portal
Give employees a dashboard to check their own vested units, current value, and potential gains against the latest FMV, and an offer portal that shows the full value of their compensation up front.
68%
Vested
₹12.8L
Value at FMV
Gain calculator shows potential value after exercise cost and tax, updated live against the latest FMV.
Grants & vesting
Issue grants at scale with bulk actions instead of one at a time, and set time-based, performance-based, or custom vesting schedules once. Pool usage updates the moment each grant goes out.
24
Grants issued
3.4%
Pool allocated
Compliance reporting
Get vesting reports, grant summaries, and expense reports compliant with IFRS 2, IND AS 102, and ASC 718, whenever you need them, with the cap table summary matching every time.
HRMS integrations
Connect BambooHR, Keka, Darwinbox, or GreytHR directly, and new hires, exits, payroll changes, and tax bracket updates land in EquityList on their own. No need to update the same person's record twice.
Buybacks & liquidity
Give your employees the power to raise exercise or surrender requests on the platform, while approvals, tax collection, and demat transfer happen with a built-in audit trail, without a single email exchanged.
R. Sullivan
Exercise request · 200 options
Employee equity portal
Give employees a dashboard to check their own vested units, current value, and potential gains against the latest FMV, and an offer portal that shows the full value of their compensation up front.
68%
Vested
₹12.8L
Value at FMV
Gain calculator shows potential value after exercise cost and tax, updated live against the latest FMV.
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
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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.
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.
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.
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.
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.
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.
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.
