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

# For HR teams who want to get equity awards right

EquityList automates grant creation, pool tracking, and reporting so HR teams can spend less time managing operations and more time driving strategy.

## Managing equity for **Top companies**

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## 600+

Customers

## 50,000+

Stockholders

## $4B+

Options Managed

## EquityList helps HR teams automate

## ESOP, SAR, and RSU grants

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Issue grants at scale in minutes using bulk actions

Implement time-based, performance-based, and custom vesting schedules

Monitor pool usage and value in real-time

## Equity reporting

Download audit-ready summary and vesting reports across equity awards

Export IFRS 2 / IND AS 102 / ASC 718 compliant expense reports

Access cap table summary reports anytime.

## HRMS syncs

Integrate EquityList directly with your HRMS for real-time updates

Automatically reflect new hires, exits, payroll changes, and tax brackets

## Buybacks and liquidation

Allow employees to initiate buybacks or surrender requests on the platform

Approve and process transactions with built-in checks and audit trails

Collect exercise cost and perquisite tax through payment gateways

Reconcile transactions instantly and transfer shares to employees’ demat accounts

## Make equity real for employees

EquityList turns equity from a vague promise into something employees can see and track.

Clear breakdown of issued, vested, outstanding, exercised, and surrendered units

Equity value tracking tied to the latest FMV, including live market prices for listed companies

Built-in calculators to estimate potential gains after exercise costs and taxes

Tax calculations during exercises for full cost clarity

Ability to raise exercise and surrender requests directly from the platform

Dashboards are fully customizeable, so employees always see the information that matters most to them.

## Do more with EquityList

Show the full value of compensation

Use the offer portal to present cash and equity together, helping HR communicate value transparently and reduce back-and-forth during hiring and reviews.

Empower employees with clear visibility

Custom dashboards let them track grants, monitor vesting progress, and view exercised options. This builds trust and reduces routine HR queries.

Control who can view and act on data

Role-based access ensures each team member sees only what’s relevant. Assign roles such as Admin, Editor, Cap Table Manager, ESOP Manager, Finance Manager, or Auditor. You can also create custom roles.

## We have been using EquityList since Nov'20, and it has proven to be a great platform to manage ESOPs. The UX is simple and intuitive for employees and administrators and can be used with little or no training. The platform makes the administrator's job of managing the ESOP pool and reporting pretty easy. Congratulations to the team for building a great product

Bikramjit Singh  
Head of Business HR

## “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. Moving from another platform is tedious, but the EQ team made it very easy.”

Yaswanth Goteti  
Head of People, Fincent

## “Transitioning to EquityList was a breeze. The platform's straightforward design ensured a hassle-free migration process. If you need a straightforward ESOP platform with excellent support, EquityList is the way to go. Highly recommended for its simplicity, smooth transition, and fantastic support team!”

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. What truly sets it apart is the exceptional support by the team—from onboarding to ongoing. Their dedication to ensuring our success was evident.”

Rupal Rajal  
Head HR, Rupifi

## Frequently Asked Questions

Why do companies move to an equity management system?

How does EquityList help HR teams keep track of ESOP/option pool usage?

What equity reports does EquityList support?

Does EquityList offer employee dashboards?

How does EquityList fit into existing HR workflows?

How long does it take to get started?

## Get started with EquityList today

Swift data migration & onboarding within 24 hours.