Your Equity Agent at work.
An AI-native cap table and compliance operating system for private and public companies. Run your ownership ledger, equity grants, exercises, buybacks, and expense reporting– agentically.
Singapore · Unicorn
United States · Series B
India · Public
UAE · Series E
Singapore · Unicorn
India · Public
Saudi Arabia · Pre-IPO
India · Unicorn
India · Public
Singapore · Series C
India · Series B
United States · Series A
India · Bootstrapped
India · Public
UAE · Series A
India · Unicorn
Your ownership ledger is the record,the intelligence sits on top.
Traditional cap table tools maintain a register, store grant records, and log valuations. But your ownership ledger has to speak to your investment documents, company articles, equity policies, and board minutes. Today, this reconciliation is a person downloading reports and manually stitching context.
Our AI agents synthesise all of it: plan rules, cap table transactions, valuation reports, and more. Every query and action is grounded to your documents, not inferred. A deterministic ownership math that doesn't hallucinate.
No two listed companies operate the same way.We run equity on your policies.
Once you're listed, exercises stop being an event and becoming routine. Employees transact against a live price, tax calculations have to be right, and payments have to reconcile.
We track the daily price, derive FMV around trading holidays and restricted periods, hold the window, and process exercises with the payments reconciled in one place. Your approval chains, your blackout rules, your workflows — configured, not defaulted.
- Trading windows
- Insider clearance
- Regulatory filings
- Registrar & depository
- Dematerialisation
- Trust operations
- Bulk actions
While you're private, your cap table is a record. We keep it ready.
You're never not fundraising. New grants, exercises, transfers, and buybacks keep changing who owns what, while the next round is already being modelled.
We keep the fully diluted cap table, approvals, and underlying documents current as they happen — so diligence is an export, not a project. Board and shareholder approvals collected in the right order. Periodic investor updates sent. And a dashboard where shareholders and employees can see what they own, the one thing private markets rarely tell them.
- Equity plans
- Grant issuance
- E-signatures
- Employee dashboard
- Cap table & modelling
- Buybacks & liquidity
- 409A & FMV
Skip the weeks-long onboarding. Sign up and get started in minutes.
Unlike every other platform that puts you in an onboarding queue, we let you in now. Load your own cap table and decide for yourself.
Every equity operation, from routine to complex.
One cap table, every instrument on it.
SAFEs, shares, warrants, debentures,and grants.
Every security you issue records with its own terms, and the fully diluted cap table moves the moment it does. When a holder exercises, the pool draws down, the shares issue, and their proof of title register as a shareholder — one movement, one audit trail, not three systems arguing over it. Post any variation isn’t a separate ledger.
Model it before you sign it
See the dilution a new valuation, a pool top-up or a single grant creates while the terms are still yours to change.
One record, every instrument
Every transfer, split and repurchase recorded with a timestamp, audit trail, and the reasoning behind it — back to incorporation.
Global equity operations
Issue, vest, and exercise across jurisdictions, with local tax treatment applied per holder.
Every entity, one structure
Parent and subsidiaries each with their own cap table and pools, rolled up into a single dashboard and comprehensive reports.
Expensing and disclosures
ESOP expense under Ind AS 102 and IFRS 2, plus disclosure and financial-year reports, generated off the live register.
Your stakeholders shouldn't have to ask.
Holdings, updates and consents, without the chasing.
Because every holder, class, and grant already sits on the platform — pulling the right list stops being a task. Select who a resolution or update applies to, generate the documents against live holdings, and send. Consents come back tracked, with approval and signature trails. Dashboards give investors and grant holders the transparency and a view of their own holdings.
A dashboard for every holder
Investors and grant holders each see their own position as valuation updates.
Consents, tracked to completion
Board, shareholder, and grant holder consents executed with ease. A hundred signatures or a thousand, sent and tracked seamlessly.
From investor updates to vesting slips
Investor updates from the saved templates, vesting slips as tranche vests, and a full history for what each stakeholder has received and opened.
A buyback shouldn't need a new spreadsheet.
Buybacks, bonus programs, and exercise policies.
Most platforms record corporate actions after someone else has worked them out. Here you design the program itself — eligibility, cohorts, settlement, sequence — and run it against the live register, with the grants and paperwork updating as it executes.
Buyback and tender programs you design
Build the program, define cohorts by vesting, tenure or entity, and set the settlement method for each.
Exercise workflows on your terms
Set the order of steps — request, letter signature, payment, allotment — with enforcements and tax computed at each exercise.
Bonus issues that reach the grants
Set the program and conversion ratio once — outstanding grants, exercise and bonus calculations, and tax computations all adjust with it.
See who chose EquityList, and
why they stay.
companies650+
stakeholders80,000+
securities managed$20B+
continents5
countries16
120+ companies switched this year.
Most were running on EquityList inside two days. Grants, vesting schedules and the history behind them come across intact, so nothing gets rebuilt by hand.
Switched from Carta and other platforms
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.
Bikramjit Singh
Head of Business HR,BlackBuck
“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
“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
Equitylist saved us not only time but also minimized the risk of errors that often accompany manual processes. What truly sets it apart is the exceptional support- from onboarding to ongoing- by the team, their dedication to ensuring our success was evident.
Rupal Rajal
Head HR, Rupifi
EquityList has significantly increased the credibility of ESOPs among our team members, making the ESOPs more tangible by showcasing the potential monetary growth achievable over the long term.
Shiffana MK
People & Culture, Nova benefits
We believe in generating wealth for our employees and, therefore, use EquityList to issue multiple grant letters and provide real-time visibility on the valuation updates, which helps boost their confidence and gives them a bird's-eye view of their impact on the organization's growth.
Kaushal Pawar
Director People & Culture,Leap Finance
EquityList has significantly increased the credibility of ESOPs among our team members, making the ESOPs more tangible by showcasing the potential monetary growth achievable over the long term.
Shiffana MK
People & Culture, Nova benefits
We believe in generating wealth for our employees and, therefore, use EquityList to issue multiple grant letters and provide real-time visibility on the valuation updates, which helps boost their confidence and gives them a bird's-eye view of their impact on the organization's growth.
Kaushal Pawar
Director People & Culture,Leap Finance
“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
Equitylist saved us not only time but also minimized the risk of errors that often accompany manual processes. What truly sets it apart is the exceptional support- from onboarding to ongoing- by the team, their dedication to ensuring our success was evident.
Rupal Rajal
Head HR, Rupifi
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.
Bikramjit Singh
Head of Business HR,BlackBuck
“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
Enterprise-grade security, built for AI.
Your documents stay encrypted and isolated to your account. Our agents work on them there, and what reaches a model is a stripped-down question — never your files.
How the AI works on your data, and what never leaves.
Built in, not plugged in.
Our agents run on our proprietary data model of your ownership, not a connector guessing at rows in your account. Nothing outside holds a key, and the figures come from your register.
Only the question crosses.
We work out the least needed to answer you — a short window of the conversation, and only the records your question touches. Your documents stay put.
Identities are stripped before it does.
Names, contact details, government and tax identifiers, and bank details are found and replaced with placeholders before the request leaves.
Nothing is kept, and nothing is learned.
It runs over an encrypted connection, inside an isolated environment we control. When the answer comes back the data is deleted — never stored, never read by a person, never used to train a model.
You ask
How many options does John Lennon have left to vest?
What leaves your account
How many options does <person_1> have left to vest?
Plus the vesting rows that question touches.
What never leaves
Who <person_1> actually is. Your documents. The register. Every other holder's row.
What we keep
Nothing. The answer comes back and the data is gone.
Independently audited
SOC 2 Type II
ISO 27001:2022
GDPR (EU)
DPDP Act
Try it out yourself!
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Yes, it's that easy.
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