## Managing equity for **650+ companies**

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## BE ON TOP OF GOVERNANCE

### Don’t let complexities of shareholder compliance slow you down!

#### Centralized repository

Stop juggling your confidential governance documents across emails, drives, & offline folders and store them in one secure & centralized platform

#### Streamline corporate governance

Save countless hours & costs by having your legal & secretarial teams run efficient board & shareholder consent workflows

#### Proactive engagement

Be on top of investor updates & shareholder consents with powerful dashboards & integrated suites across cap table, stock options, & data rooms

# Execute board consents

- Initiate, track, and get board actions approved in one secure, user-friendly platform to streamline governance processes.
- Maintain a comprehensive and compliant history of consents for easy auditing and future reference.

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# Investor updates

- Draft and send investor updates efficiently with EquityList. Customize your templates or select from pre-filled templates on the platform
- Track open and response rates and get reminded about upcoming dates

# Investor dashboard

- Provide your shareholders with intuitive and customizable dashboards
- Dashboards are pre-loaded with updated company cap table, relevant investment documents, valuation reports, and real-time ownership information so that you can stay on top of investor relations

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## Secured data rooms

- Create multiple secure data rooms to share and organize company MIS, fundraising documents, virtual board meetings, and more
- Customize data room restrictions, watermarking documents, track document-level analytics, and maintain activity logs

### TESTIMONIALS

## Our customers are our biggest fans!

Equitylist streamlined previously arduous tasks such as managing cap tables. One of the standout features was the transparency it provided to our employees and stakeholders. Its reporting capabilities allowed us to provide clear insights during investor updates and board meetings, fostering trust and enhancing communication.

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Rupal Rajal

Head HR

EquityList helped us in making the early transition from managing ESOPs on scattered Google sheets to managing them professionally. With EquityList, sharing details with stakeholders like investors, founders, and auditors has been hassle-free and error-free given lesser inputs and automation of vesting schedule, share dilution, etc.

Deepanshu Arora

Co-founder and CEO

## Get started with EquityList today

Swift data migration & onboarding within 24 hours

#### Frequently Asked Questions

#### Answering some common questions you might have

### Can we share the latest cap table with the shareholders?

### Can the shareholders view their ownership and securities on the platform?

### Can multiple people have access to the shareholder dashboards?

### Can valuation certificates be shared with shareholders?

### Can we have the board and shareholder consent signed through the platform?

### Can we send investor updates through the platform?