EquityList
One-stop shop for equity & shareholder management for global businesses.
Executive Summary
EquityList is a full-stack equity and shareholder management platform designed for startups, scale-ups, and private companies across India, Singapore, the US, and MENA regions. It provides comprehensive tools for cap table management, ESOP/SAR/RSU administration, fundraising workflows, and valuation services. The platform helps businesses streamline equity transactions, ensure compliance, and make informed decisions about equity and ownership, enabling them to scale from seed to IPO with a single source of truth for all equity data.
Use Cases
- Managing complex cap tables for multi-entity and cross-border company structures.
- Administering and tracking employee stock option plans (ESOPs, SARs, RSUs) from grant to exercise.
- Streamlining fundraising workflows and investor relations with secure data rooms and investor updates.
- Ensuring compliance with regional and international equity regulations and generating audit-ready reports.
- Conducting valuation exercises (e.g., 409A for US, Indian valuations) for equity instruments.
- Providing transparency to employees and investors through personalized dashboards and clear communication.
Features
Visibility
- Real-time Cap Table Visualization: Provides a dynamic, real-time view of the company's ownership structure, including historical transactions, dilution, and valuation trends.
- Employee & Investor Dashboards: Offers personalized dashboards for employees to track their equity grants and vesting schedules, and for investors to view ownership and access documents.
- Cross-border Shareholding Overview: Simplifies the management and visualization of complex cross-border shareholding across multiple subsidiaries and regions (US, India, Singapore, UAE, MENA).
- Audit-ready Data Rooms: Built-in data rooms with secure permissions, activity tracking, watermarking, and audit trails for seamless investor due diligence and sharing confidential information.
- Comprehensive Cap Table Ledger Report: Consolidates all relevant equity information into a single exportable report, including summary and detailed cap table views, ESOP grants, share certificates, and share classes.
Intelligence
- Automated Vesting Schedule Management: Automatically tracks and manages complex vesting schedules, including cliff periods and performance-based vesting, reducing manual errors and administrative burden.
- Fundraising Scenario Modeling: Allows businesses to run hypothetical simulations for scenario modeling on their cap table to understand the impact of different fundraising rounds and make informed decisions.
- Automated Compliance & Tax Calculations: Simplifies compliance tasks with automated tax calculations for employee stock options and generates regulatory reports like 409A valuations.
- Dynamic Global Banking Details Validation: Features smart forms with region-aware fields (e.g., IFSC, PAN, ACH Routing, IBAN/SWIFT) and built-in validation to ensure compliance with regional banking standards for fundraising accounts.
- Granular Roles & Permissions: Provides a comprehensive permission-based access system with default and customizable roles, allowing precise control over what each team member can view and modify.
Support
- Dedicated Advisory Services: Offers expert advisory for ESOP scheme creation, pool size definition, vesting logic design, and drafting/updating ESOP policies and documentation.
- Swift Onboarding & Data Migration: Promises swift data migration and onboarding, often within 24 hours, including express migration from third-party platforms.
- Product Updates & Resources: Regularly shares product updates, blogs, and resources to keep users informed about new features and equity management insights.
- Customer Support: Provides support channels for queries and assistance, with testimonials highlighting responsive and helpful teams.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- SSO, MFA, Role-based Access Control
- API Available
- Yes
- MCP Server
- No
AI/ML Stack
- Machine Learning
Security & Compliance
Certifications: SOC 2 Type II, ISO 27001, GDPR
Encryption: Cutting-edge encryption technology for data at rest and in transit.
Data Residency:
Pricing
- Model
- Tiered subscription (Seed, Rise, Enterprise)
- Starting Price
- Starting at $4,313/year for Rise plan (Seed plan details not fully public, Enterprise is custom).
- Target Customer
- SMB to Enterprise (particularly startups and scale-ups)
- Contract Type
- Annual
- Free Trial
- Yes, Custom demo (credit card required)
About EquityList
EquityList is a full-stack equity and shareholder management platform that simplifies equity and creates liquidity outcomes for companies, employees, and shareholders. It offers solutions for cap table management, ESOP/SAR/RSU management, valuation services (409A/Indian), data rooms, and related compliances, targeting startups and mature businesses across India, Southeast Asia, and the US.