EquityList Product Updates

We have a new e-signature uploader with better UX. You can now quickly resize your e-signatures with better aspect ratios without worrying about resizing them yourself!

Intercom in-app chat is now embedded in our web app for easier and quicker interaction with our support team! Stay tuned for feature releases and easier FAQ support directly through Intercom.

You can now grant ‘cap table’ only access to your team. With this permission, they could only view and perform actions on the company’s cap table, shareholders, and data rooms.

It’s never been easier to navigate through complex cap tables and view historic versions at a click. You can track all your prior convertible securities, secondaries, and ownership changes.

Note: Funding rounds need to be mapped accurately to share classes and transferred share certificates for you to view the historic version. You can reach out to us in case of any assistance.

This feature provides an additional layer of security and accuracy to ensure that all grants are reviewed by an authorized signatory before their execution and issuance.

• Company admins can restrict e-signing capability for ESOP/SAR permission levels
• ESOP managers can now queue multiple grants for signatures and send an email notification to authorized signatories to execute the loaded grants
• Signatories simply need to upload their signature and process bulk-grant execution
• Managers can also request authorized signatories to execute one-off grants

This new flow makes it extremely easy for authorized signatories (founders and executives) to execute option grants with an inbox notification.

Reports with enhancements:

• ESOP Scheme Report
• ESOP Grant Report
• ESOP Grant Vesting Report
• SAR Scheme Report
• SAR Grant Report
• SAR Grant Vesting Report

Additionally, company admins will now receive Grant and Vesting reports directly in their inboxes when they click on export options.