Audit-ready valuation
report in 5 days
Get company and options valuation reports for India, Singapore, and the US (409A) directly from EquityList. Keep yourself compliant and audit-ready with reports in data rooms!
Audit-ready valuation
Managing equity for 400+ companies
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KEEP YOUR EQUITY UPDATED
Accurate and affordable valuation reports in 5 days!
Simplified and fast
Stop juggling between multiple vendors. Fill out basic details about your business, fetch the rest from EquityList & get your report within 5 days
Seasoned appraisers
EquityList has partnered with expert appraisers with years of experience to ensure reliable & high-quality valuation reports
Compliance ready
Be fundraising ready with an updated valuation report to ensure a seamless due-diligence & audit review. Issue stock options stress-free with an updated 409A
For the US
Get your 409A valuation report directly through the platform from EquityList’s team of experts and partners
For India
Get your valuation report through a registered valuer or a merchant banker, depending on your requirement
Options valuation
Get your options valuation report based on the Black-Scholes Model (BSM) to accurately value your stock options
Integrated data
Fetch existing shareholder and cap table information directly from your EquityList account. Share your updated valuation reports with investors via data rooms
TESTIMONIALS
Our customers are our biggest fans!
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We wanted to ensure that the real pillars of growth for us - our employees- are rewarded equitably. EquityList was a no-brainer for us in terms of trust and digitization. The quality of support and onboarding was a superior experience. We see this being one of the most important platforms that companies will have to use going forward.
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As a growing company, managing equity and ownership structures had become a complex and time-consuming challenge. Equitylist saved us not only time but also minimized the risk of errors that often accompany manual processes. What truly sets it apart is the exceptional support- from onboarding to ongoing- by the team, their dedication to ensuring our success was evident.
EquityList has transformed the way we manage equity. EquityList’s sophisticated tools have enabled us to optimise our pool usage, ensuring that remaining stock options are strategically allocated for subsequent grants. In essence, EquityList has elevated our equity management to an entirely new level. It has become an indispensable asset in our equity strategy.
EquityList has significantly increased the credibility of ESOPs among our team members, making the ESOPs more tangible by showcasing the potential monetary growth achievable over the long term. It has also considerably reduced operational efforts and provided the People team with a comprehensive view of the ESOPs pool at macro and micro levels.
We came across EquityList in 2020, which has since helped us manage our cap table and employee grants in one place. Employees, too, can visualize and easily comprehend the value of their growing stock through their dashboard. EquityList provides a productivity suite that allows us to maintain a single repository of all data and documents for seamless operations!
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We believe in generating wealth for our employees and, therefore, use EquityList to issue multiple grant letters and provide real-time visibility on the valuation updates, which helps boost their confidence and gives them a bird’s-eye view of their impact on the organization's growth. Data analysis and pool utilization views enable us to use the remaining stock option pool effectively!
EquityList helped us transition from managing ESOPs on scattered Google sheets to managing them professionally. We now have a comprehensive grasp of our cap table, as dashboards provide a great overview of shareholders, available options, dilutions, and valuation trends. EquityList makes sharing details with investors and auditors hassle-free, making the process error-free!
We have been using EquityList since Nov'20, and it has proven to be a great platform to manage ESOPs. The UX is simple and intuitive for employees and administrators and can be used with little or no training. The platform makes the administrator's job of managing the ESOP pool and reporting pretty easy. Congratulations to the team for building a great product
EquityList enabled us to move from manual to a sophisticated and automated setup for issuing ESOPs. We were able to improve the visibility of our employees into their ESOPs, thus motivating and improving their experience of having equity compensation. EquityList hosted Bizongo’s maiden ESOP buyback program worth $3.7M - and it was one of the most seamless product experiences.
After raising series B, managing our ESOPs and cap table on Excel became tough and inefficient, and we wanted to digitize it. We found EquityList as one of the best tools available. We could get this setup done quickly and get used to it with its easy-to-use interface. I will highly recommend to folks struggling with managing cap-table and ESOPs for employees.
From promptly addressing our queries to providing regular updates on plan performance, EquityList’s communication style fosters a sense of transparency and trust. The workshops and resources you offer have helped bridge knowledge gaps and ensure that everyone involved has a clear understanding of the benefits and implications of the stock options plan.
Since 2020, the EquityList team and their software have helped us streamline and automate some of our most crucial financial aspects like the ESOP management, grants, and reports. We strike a chord with this team as we both focus on creating great user experiences.
With EquityList we’re efficiently managing a cap table of 20 investors and ESOP data for ~600 employees. Their team even participated in our company town hall to provide a detailed product walkthrough and address related questions. Using EquityList, we’re now more capable in showing our employees the potential for wealth creation and reinforce our cultural value of ownership.
We were using another platform; customization was a challenge and then later their pricing also became unsustainable. We switched to EquityList because we needed a flexible and cost-effective solution. The platform is user-friendly - employees can easily check their ESOP details and company administrators have multiple customizations for reporting, dashboards, and access controls.
Managing cap tables for multiple entities within our company structure was tricky, but EquityList made it easy. To start issuing ESOPs, we needed a new scheme and we used their advisory services to create one. We’re also using the platform to issue digital share certificates to investors, and with all our other stakeholders now on EquityList, it’s super easy to manage them.
EquityList has been an invaluable tool. It’s highly customizable, meeting our specific use-case needs, including those for an India-US company structure. The platform is a centralized system to track equity instruments, manage vesting schedules, and stay compliant with regulations. The employee-side dashboards have also brought in greater transparency.
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Frequently Asked Questions
Answering some common questions you might have
What kind of valuation services does EquityList offer?
Does EquityList help with 409A valuations?
Does EquityList have an in-house valuations team?