ESOP Advisory Services | EquityList
Managing equity for Top companies
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600+
Customers
50,000+
Stockholders
$4B+
Options Managed
Your equity plan, built for you. Not from a template
We do not believe in standardized templates or copy-paste solutions. Our plans are tailored to meet your specific requirements and align with the unique culture of your company.
Scheme creation and customization
Determine eligibility, pool size, vesting schedule, and exercise price
Get customization and flexible approach in vesting and exercise milestone
Equity pool planning and unit modeling
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Understand how many units to allocate each employee depending on their seniority and/or contribution
As you grow, increase pool size without disturbing the order of your cap table
Compliance & documentation
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Secure approvals through built-in board and shareholder workflows
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Generate real-time ESOP expense, vesting, exercise, and disclosure reports with a single-click
We don’t just advise, we build with you
From initial planning to final execution, here’s what to expect.
STEP 1
Understanding your requirements
Our in-house legal team reviews your cap table, hiring plans, and growth trajectory, to determine your pool size
We factor in your culture and long-term retention goals to shape how equity should be distributed
We run you through customizations such as performance-based vesting and extended PTEP for the founding team
STEP 2
Structuring the equity awards plan
We draft and finalize your ESOP, RSU, SAR, or ESPP scheme documents
The plan includes the pool size, signing authorities, eligibility, vesting schedules, and exercise period during employment and after termination
We ensure compliance with best practices while allowing flexibility for future adjustments
STEP 3
Securing board and shareholder approvals
Share the finalized plan with your board on the EquityList platform, where resolutions, voting, and records are managed digitally with complete visibility into approvals
Once the board approves, shareholder consent can also be secured digitally on the platform.
At this stage, directors and shareholders have the opportunity to review details, raise questions, and resolve any reservations before moving forward
STEP 4
Executing the plan and granting equity awards
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Post plan approval, issue grant letters via the EquityList platform instantly
Our platform helps you issue, track and manage grants
Provide dashboard access to grant holders to view grant details, track vesting, and exercise their options
STEP 5
Tracking pool utilisation and compliance support
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Pool analytics help you understand how much equity is allocated, vested, and still available for grants, enabling you to plan timely pool replenishments
We help you maintain compliance with ongoing regulatory requirements and reporting via real-time reports generated through the EquityList platform
As your company grows, we assist in modifying the plan and adjusting the pool
Why companies trust us
Proven expertise
Our team has decades of collective experience designing and executing equity plans for high-growth companies. We’ve seen what works, what breaks, and how to get it right early.
A platform with a vantage point
EquityList has a front-row view of how top companies design, issue, and manage equity, giving us early access to the latest trends and updates.
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End-to-end execution
From creating your ESOP, RSU, SAR, or ESPP scheme to securing board consents and rolling out the first grants—we handle every step.
Frequently Asked Questions
How long does it take to create the scheme?
How many iterations/changes are supported?
Which geographies do we cover?
What should be my equity pool size?
How many units should I give to each employee?
Does EquityList help with the reporting associated with equity plans?
Does EquityList offer option valuation using Black-Scholes?
Do I need to create a trust to have an equity plan?
Get started with EquityList today
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