# Managing equity for **650+ companies**

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## TURN ESOPS INTO A GROWTH DRIVER

### ESOP programs that scale with your company while staying compliant across markets

#### From setup to success

Create ESOP pools, tailor vesting schedules, run exercises and buybacks, and generate audit-ready reports—all from one platform

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#### Cross-border ready

Support teams for India, the US, and globally with region-specific compliance, tax workflows, and advisory services baked into the product

#### Employee-first experience

Give employees clarity with self-serve dashboards, personalized equity value calculators, and timely notifications that celebrate every milestone

## Set up and streamline ESOP plans

- Create customized ESOP pools with flexible rules tailored to your company’s growth stage
- Grant ESOPs digitally—issue letters, capture e-signatures, and store approvals securely in one place
- Build vesting schedules that match your policies (time-based or performance-linked) and get precise visibility into pool utilization

## Simplify bulk ESOP actions

- Approve and release hundreds of ESOP grants at once—fully digital and audit-tracked
- Sync with HR systems, handle performance-based vesting, and process grant lapses easily
- Use maker-checker controls to maintain governance and ensure every ESOP approval follows your internal policies

## Run ESOP buybacks & liquidity programs

- Conduct tailored ESOP buyback programs with eligibility that fit your company’s stage and policies
- Process exercise requests smoothly, with documents, approvals, and payments handled directly in EquityList
- Give employees clarity with built-in tax and exercise calculators, so they understand the true value of their ESOPs

## Engage employees with ESOPs

- Employees get intuitive dashboards showing their ESOP grants, current value, and future potential growth
- Celebrate vesting milestones with automated updates and even share ESOP offer letters with new hires for a transparent onboarding experience

## ESOP accounting & reporting

Keep your ESOP accounting compliant with audit-ready reports generated with a single click, for expense recognition, SH-6 registers, Rule 701 filings, ASC 718, and IFRS 2

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## Get ESOP advisory from EquityList experts

- Work with our experts to design ESOP schemes tailored to your stage and goals
- Get board and shareholder approvals smoothly, backed by accurate cap table data from EquityList
- Benchmark pool sizes and grant structures using data-driven insights
- Ensure compliance with regional regulations as you scale
- Prepare for liquidity events and public listing with hands-on guidance

## Get the latest equity and stock options management updates and insights

### Frequently Asked Questions

#### Answering some common questions you might have

### Why do we need an equity management software?

### What businesses does EquityList support?

### Does EquityList help in creation of ESOP, SAR, and other stock option schemes?

### Does EquityList help with the management of stock options for exited employees?

### Does EquityList help in running exercise and buyback programs?

### We are in the process of setting up our employee stock pool. How should we go about it?