EquityList Product Updates

When creating new ESOP/SAR/RSU grants (Equity Awards > Grants), you’ll see a redesigned grant creation experience with a vertical stepper form that provides helpful context and streamlines the entire process from creation to execution.

What's changed?

• Contextual grant insights: When you enter the number of stock options, you'll see helpful data like -
  • How this grant compares to others in the same pool (percentile ranking)
  • What percentage of the company’s total ESOP pool this grant represents
  • The employee's ownership percentage on a fully diluted basis

• Flexible exercise period settings: For post-termination cases, the default exercise period is selected but you can toggle it off and specify a custom period.

• Execution options for different workflows: Based on your needs, select from multiple grant completion paths:
  • Save draft without executing it
  • Request company e-signature (maker-checker flow), or
  • Complete full execution in one step