EquityList Product Updates

When you’re managing equity data, you no longer have to worry about draft grants being treated like active ones. Drafts are now clearly marked, hidden from most workflows, and excluded from billing. This keeps your records clean and compliant.

• Improved access control: Employees with only draft grants can’t log in or view dashboards.
• Clearer visibility: Draft grants now show a Draft tag instead of vesting status.
• Simplified views: Vesting progress, completion percentage, and events are hidden for drafts.
• Consistent across plans: Changes apply to ESOP, SAR, and RSU grants.
• Accurate reporting: Draft grants are excluded from billing. But you can still view them in reports by applying the right filters when generating the report.

When managing employee access, you’ll now see improved controls that reduce confusion using clearer button labels, updated invite states, and a reworded ‘Revoke Dashboard’ action.

This ensures you know exactly what will and won’t happen when revoking access, without affecting grants, vesting, or employment status.

When adding a new share class, the updated flow now helps you avoid common errors and confusion—with better field ordering, cleaner validation, and contextual prompts for selecting ‘Seniority Level’.

You can now upload supporting documents and view your current seniority stack (on the right-side) while filling the form, so decisions are easier and more informed.

When you need a single, authoritative view of every equity grant, the new ‘Grant Summary Report’ puts all the essentials in front of you in one clean, consistent format - across ESOP, SAR, and RSU plans.

Highlights:

• One row per grant: No more wading through detailed vesting events when you just need the big picture.
  
• Board-ready in seconds: Scheme name, share class, key dates, grant type, vesting template, exercise price, and complete quantity/state breakdown (issued, vested, unvested, exercised, surrendered, cancelled, lapsed, expired).
  
• Built for speed and clarity: Consistent terminology, global-ready grant type handling, and professional formatting make it instantly usable for internal reviews or external sharing.
  
• Compliance-ready: Includes termination reasons, state of residence/exemptions, and admin notes for a full audit trail.
  
• Scenario-based exercise rights: Post-termination exercise periods for voluntary, involuntary, cause, death, disability, and retirement.
  
• Unified format: Works across all equity plan types - ESOP, SAR, and RSU - without switching reports.

When you need to see how equity is vesting across your company, the new grant vesting reports give you cleaner formatting, smarter context, and deeper detail—so you can analyze and share your data with confidence.

Highlights:

• Clarity at a glance: Cleaner layout with gridlines removed, centered data, and clearly labeled sheets.
  
• Deeper insight: See every vesting event’s name, date, and percentage, along with a full breakdown of vested, unvested, exercised, and surrendered options.
  
• Global-ready: New ‘Grant Type’ column supports ISO, NSO, and INTL grants (blank for Indian companies).

[Note: You’ll also experience speed and performance upgrade for this report.]