Upcoming Office Hours on 7th September 2026
RSVP
Arrow
Close notification

Start for free.Upgrade as your cap table grows.

Four plans, priced by stakeholder count and AI allowance. Switch between monthly and annual billing any time.

Save 25% with annual billing
Ask AI

Free

For companies just getting started.

$0/mo

 

10 stakeholders included

 

Get started

Key features:

AI usage1,000 lifetime AI credits
AI credits
allowance
1,000credits/lifetime
  • Ask EquityList AI
  • Ask EquityList AI
  • Cap table management
  • Standard reporting
  • Stakeholder dashboards
  • Support
  • AI-assisted onboarding
  • Email + Intercom support
  • Access to the EquityList community
  • Bi-weekly office hours
Act with AI

Build

For early-stage companies issuing their first grants.

$100/mo

$1,200 billed annually

35 stakeholders included

+$35/stakeholder/yr after that

Get started

All the features of Free, and:

AI usage5,000 AI credits/month
AI credits
allowance
5,000credits/month
  • Run agentic operations
  • Upload a file for analysis
  • Run agentic operations
  • Upload a file for analysis
  • Equity pool management
  • Issue securities
  • Investor updates
  • Activity log
Custom AI

Enterprise

For complex, multi-entity organizations.

Custom

 

Custom

 

Talk to sales

All the features of Growth, and:

AI usageCustom usage
AI credits
allowance
Custom
  • Reusable skills
  • Multi-step agent workflows
  • Reusable skills
  • Multi-step agent workflows
  • Enterprise integrations
  • SAML / SSO
  • Custom exercise policies & workflows
  • Custom dashboards
  • Employee lifecycle: consents, rehire, transfer
  • Custom grant letters
  • Tender offers, surrenders, bonus programs
  • Expense & disclosure reporting
  • Support
  • Dedicated account manager
  • Chat support for stakeholders

Out of credits? Top up any time.

On any paid plan, without changing it. A top-up stacks on whatever your allowance has left.

3,000 credits

$5

7,000 credits

$10

14% cheaper per credit

Ask AI

Free

For companies just getting started.

$0/mo

 

10 stakeholders included

 

Get started

Key features:

AI usage1,000 lifetime AI credits
  • Ask EquityList AI
  • AI-assisted onboarding
AI credits
allowance
1,000credits/lifetime
  • Ask EquityList AI
  • Ask EquityList AI
  • Cap table management
  • Standard reporting
  • Stakeholder dashboards
  • Support
  • AI-assisted onboarding
  • Email + Intercom support
  • Access to the EquityList community
  • Bi-weekly office hours
Act with AI

Build

For early-stage companies issuing their first grants.

$125/mo

billed monthly

35 stakeholders included

+$4/stakeholder/mo after that

Get started

All the features of Free, and:

AI usage5,000 AI credits/month
  • Run agentic operations
  • Upload a file for analysis
AI credits
allowance
5,000credits/month
  • Run agentic operations
  • Upload a file for analysis
  • Run agentic operations
  • Upload a file for analysis
  • Equity pool management
  • Issue securities
  • Investor updates
  • Activity log
Custom AI

Enterprise

For complex, multi-entity organizations.

Custom

 

Custom

 

Talk to sales

All the features of Growth, and:

AI usageCustom usage
AI credits
allowance
Custom
  • Reusable skills
  • Multi-step agent workflows
  • Reusable skills
  • Multi-step agent workflows
  • Enterprise integrations
  • SAML / SSO
  • Custom exercise policies & workflows
  • Custom dashboards
  • Employee lifecycle: consents, rehire, transfer
  • Custom grant letters
  • Tender offers, surrenders, bonus programs
  • Expense & disclosure reporting
  • Support
  • Dedicated account manager
  • Chat support for stakeholders

Out of credits? Top up any time.

On any paid plan, without changing it. A top-up stacks on whatever your allowance has left.

3,000 credits

$5

7,000 credits

$10

14% cheaper per credit

Free is capped at 10 stakeholders — upgrade to add more. Every paid plan bills additional stakeholders automatically, with no cap and no upgrade required.

Add-on services

Available on any plan, quoted separately.

 

Scheme policy advisory & creation

Design and document the equity scheme itself, before a single grant goes out.

Valuations — 409A, HMRC, Black Scholes

Third-party valuation work, run against your own cap table data.

IFRS reporting&

Share-based payment expense reports prepared under IFRS 2.

Employee townhall

A guided session walking your team through their own equity.

Report scheduler&

Recurring reports delivered to the people who need them, on a cadence you set.

Running a listed company?

See pricing built specifically for public-company equity programs — grants, exercises, trusts and compliance.

Every feature, side by side.

AI
Ask EquityList AI
Run agentic operations
Bulk AI operations
Agents across records & files
Reusable skills
Multi-step agent workflows
Cap table & equity
Cap table management
Equity pool management
Issue securities
Multi-entity support
409A valuation included
Exercise workflows
Performance-based vesting
Custom exercise policies & workflows
Custom grant letters
Expense & disclosure reporting
Reporting & governance
Standard reporting
Investor updates
Activity log
Board & shareholder approvals
Data rooms
1
Custom
Custom dashboards
Tender offers, surrenders & bonus programs
SAML / SSO
Enterprise integrations
Support
AI-assisted onboarding
Community & bi-weekly office hours
Concierge onboarding
Priority support
Dedicated account manager
Chat support for stakeholders

Frequently asked questions.

How does annual vs. monthly billing work?

Annual plans are billed once a year and shown here at their monthly-equivalent rate. Monthly plans are billed every month, at roughly 20% more over a year — you can switch between the two at any time.

On Build and Growth, additional stakeholders are billed automatically at the rate shown on the plan — there's no hard cutoff. Free is capped at 10; going over means upgrading to Build.

Anyone with an entry on your cap table — shareholders, option holders, and anyone else holding a form of equity you're tracking.

Every AI-run action — reading a document, running an agentic workflow, a bulk operation — draws down your plan's credits. Free's 1,000 credits are a one-time allowance; Build and Growth renew every month. Running out doesn't stop the platform — it pauses the AI layer. On a paid plan you can top up on the spot (3,000 credits for $5, or 7,000 for $10) or wait for the next cycle. On Free, the way to get more is to move up a plan.

Only on annual billing. Monthly Growth doesn't include a 409A — it's available as an add-on valuation instead.

Yes, any time. Upgrades and downgrades take effect immediately and are prorated for the billing period you're in.

Yes — valuations, IFRS reporting, scheme advisory, and the other add-ons below are quoted separately from your plan and available regardless of which tier you're on.

Ready to move your cap table over?

Start free, no sales call required. Upgrade whenever your stakeholder count says so.

Get started for free