End-to-end ESOP advisory with unit modeling

Our in-house legal team reviews your cap table, hiring plans, and growth trajectory, to determine your pool size

We factor in your culture and long-term retention goals to shape how equity should be distributed

We draft and finalize your ESOP, RSU, SAR, or ESPP scheme documents

The plan includes the pool size, signing authorities, eligibility, vesting schedules, and exercise period during employment and after termination

We ensure compliance with best practices while allowing flexibility for future adjustments

Share the finalized plan with your board on the EquityList platform, where resolutions, voting, and records are managed digitally with complete visibility into approvals

Once the board approves, shareholder consent can also be secured digitally on the platform.

At this stage, directors and shareholders have the opportunity to review details, raise questions, and resolve any reservations before moving forward

Post plan approval, issue grant letters via the EquityList platform instantly

Our platform helps you issue, track and manage grants

Provide dashboard access to grant holders to view grant details, track vesting, and exercise their options

Pool analytics help you understand how much equity is allocated, vested, and still available for grants, enabling you to plan timely pool replenishments

We help you maintain compliance with ongoing regulatory requirements and reporting via real-time reports generated through the EquityList platform

As your company grows, we assist in modifying the plan and adjusting the pool