[NEW] Our Product Recap for Q2 2025 is live.

Everyone depends on your numbers. You can depend on EquityList.

EquityList gives finance teams one system where ownership, valuations, and equity accounting stay correct, compliant, and audit-ready.

Managing equity for Top companies

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600+ Customers

50,000+ Stockholders

$4B+ Options Managed

For the CFO who hates fixing things twice

Ownership you can act on

A live, (fully diluted) cap table that gives you instant clarity on every shareholder and instrument.

View ownership across all share classes and rounds
Manage shareholders, share classes, and certificates in one place
Track SAFEs, convertibles, and warrants
Request and store 409A or registered valuer reports directly on the platform
Export clean, audit-ready ownership data anytime

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Equity plans that move as fast as your team

Run ESOP, SAR, and RSU programs end-to-end.

Create and issue grants in minutes with bulk actions
Track pool usage and value in real-time
Generate IFRS 2, ASC 718, and IND AS 102–compliant reports instantly

Fundraising that stays investor-ready

Host fundraising rounds directly on EquityList.

Manage the full round from commitment to countersignature in a single workflow
Track investor progress, allocations, and document status
Auto-update the cap table after each round

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Liquidity that closes the loop

Execute buybacks and surrenders from request to reconciliation.

Employees can initiate buyback or surrender requests directly on the platform
Approve and process transactions with built-in checks and audit trails
Connect a payment gateway to collect exercise cost and perquisite tax
Reconcile every transaction automatically and transfer shares to the employee’s demat account after exercise

EquityList automates every report you’ll ever need

Each report draws directly from your live data, eliminating manual preparation, versioning errors, and spreadsheet dependencies.

Get started with EquityList today

Swift data migration & onboarding within 24 hours

Frequently Asked Questions

How is EquityList different from spreadsheets or internal trackers?

Can finance teams rely on EquityList for audits and financial close?

Which accounting standards does EquityList support?

How does EquityList handle multi-country or global entities?

How long does it take to get started?

Model every decision before you make it

EquityList’s built-in simulation tools help finance leaders forecast dilution, model conversions, and test fundraising outcomes.

Scenario modeling lets you run “what-if” analyses for new rounds and pool expansions, while the conversion simulator previews how each instrument converts under future pricing events.

Export modeled outcomes to ensure every strategic decision is backed by data.

Testimonials

“EquityList is a great platform to manage the ESOP flow internally—from issuing grants to managing cap tables, etc. Onboarding is relatively easy, and the team is very helpful. The platform is very easy to navigate and use.”

- Bikramjit Singh, Head of Business HR

“Transitioning to EquityList was a breeze. The platform's straightforward design ensured a hassle-free migration process.”

- Chithra Ramachandran, Director - People, smallcase

“As a growing company, managing equity and ownership structures had become a complex and time-consuming challenge. EquityList saved us time and minimized the risk around manual processes.”

- Rupal Rajal, Head HR, Rupifi