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EquityList Reviews & Product Details

EquityList Overview

What is EquityList?

EquityList is an equity management platform for modern companies. We give founders and employees the tools and insights to make smarter decisions about their equity and ownership. Cap table management: Manage your cap table seamlessly and invite investors to accurately track the company's valuation history, store share classes, and digital certificates, and conduct valuation exercises. You can model fundraising scenarios and waterfall exits. ESOP/SAR/RSU management: Administer and manage your company's stock options plans with ease and invite employees and partners for a transparent ownership experience. Fundraise workflows: Raise capital efficiently and smartly by using EquityList's fundraising workflows. Equity advisory: Leverage the expertise of a decade's worth of experience in creating industry-best equity award schemes. Valuation reports: Get your company's valuation exercise (like 409A, HMRC, and more) done by the industry’s best valuers or merchant bankers. Multi-entity management: Simplify complex cross-border shareholding for subsidiaries, manage put-call structures, and visualize dilution from a single dashboard. Get onboarded in less than 24 hours. 400+ companies across India, the US, APAC, and MENA manage their equity operations with EquityList. Learn more at https://www.equitylist.co/

EquityList Details
Languages Supported
English
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Product Description

Full-stack equity management platform for founders and their teams to manage cap table, ESOP, and related operations.


Seller Details
Year Founded
2020
HQ Location
New Delhi, Delhi
Twitter
@EquityListHQ
888 Twitter followers
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®

Kashish S.
KS
Overview Provided by:
CEO, EquityList (ESOP & Cap Table Management for Startups)

Recent EquityList Reviews

Tanisha G.
TG
Tanisha G.Mid-Market (51-1000 emp.)
4.5 out of 5
"I find EquityList a very intuitive tool"
My experience working with Bhumika has been truly outstanding. She is incredibly approachable and always willing to help—literally just a message a...
Ankit K.
AK
Ankit K.Small-Business (50 or fewer emp.)
4.5 out of 5
"It was good"
Easy access to grant management. That's all
AV
Abhishek V.Mid-Market (51-1000 emp.)
5.0 out of 5
"Choose Equitylist"
The most useful features of the Equitylist is the Dashboard presentation. It's very presentable and covers almost everything what can be a part of ...
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EquityList Media

EquityList Demo - Home Screen
Get a complete overview of your company's equity - cap table snapshot, company's valuation history, options breakdown etc.
EquityList Demo - Stock Options Section
Administer and manage your ESOPs and SARs seamlessly with EquityList.
EquityList Demo - Cap Table Section
Seamlessly track your ownership and share-class breakdown.
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110 EquityList Reviews

4.6 out of 5
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110 EquityList Reviews
4.6 out of 5
110 EquityList Reviews
4.6 out of 5

EquityList Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for EquityListQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Snehanshu G.
SG
CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about EquityList?

EquityList has been an invaluable tool for our cap table and ESOP management needs. The platform is highly customizable, accommodating our specific requirements, including those related to an India-US company structure. It allows us to efficiently manage complex ESOP processes and keep our cap table organized, all within a user-friendly interface. Additionally, the team at EquityList has been incredibly supportive and responsive. They took the time to understand our needs and implemented the solution seamlessly, ensuring it integrated well with our operations. Review collected by and hosted on G2.com.

What do you dislike about EquityList?

While the platform meets most of our needs, some advanced features could be made even more intuitive, especially for companies managing both India and US-specific requirements. However, the EquityList team is very open to feedback and has been proactive, which has been great. Review collected by and hosted on G2.com.

What problems is EquityList solving and how is that benefiting you?

EquityList is helping us with two major requirements: cap table organization and ESOP management for a company structure spanning India and the US. Prior to using EquityList, managing these aspects was time-consuming and error-prone due to the complexity of our requirements. With EquityList, we now have a centralized, organized system that simplifies tracking different equity instruments, managing vesting schedules, and staying compliant with required regulations. The dashboard available to the individual ESOP holders has brought in a great amount of transparency so that the employees can check status of their ESOPs anytime, without depending on anyone.The platform's flexibility to cater to our specific needs has also been a huge advantage, making it a valuable part of our operational toolkit. Review collected by and hosted on G2.com.

AV
Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about EquityList?

The most useful features of the Equitylist is the Dashboard presentation. It's very presentable and covers almost everything what can be a part of the share capital. Review collected by and hosted on G2.com.

What do you dislike about EquityList?

There are still some features that can be offered by Equitylist. Such as the status of the share certificates shows cancelled for the transferred shares, it's better to have "transferred" as a status. Review collected by and hosted on G2.com.

What problems is EquityList solving and how is that benefiting you?

Keeping the records physically for statutory compliance requirements is prone to the mistakes and Equitylist provides the perfect solution for it. Having more numbers of members can create communication process a bit difficult, Equitylist has features which helps in the same a lot, saving time and efforts with expected output. Review collected by and hosted on G2.com.

Akanksha G.
AG
Director-HR and people
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about EquityList?

We’ve been using Equity list as our employee ESOP management platform, and it has been an incredible experience for us. The platform is really simple and easy to navigate, making it effortless to handle multiple aspects of equity management for both our company and our investors. From setting up grants to managing vesting schedules, everything is streamlined and intuitive.

What really stands out is the dedicated team behind the platform. They provided seamless onboarding, and their technical support has been nothing short of exceptional. They’re knowledgeable, responsive, and always ready to help with any questions we have.

Overall, the platform has made equity management stress-free, and I highly recommend it to any company looking for a reliable, user-friendly solution. Review collected by and hosted on G2.com.

What do you dislike about EquityList?

We really don't have much complaints or suggestions as of now. Really contended with the product. Review collected by and hosted on G2.com.

What problems is EquityList solving and how is that benefiting you?

I think Equity list caters to every aspect of equity mangement right from allotment, vesting cycle, buy, sell, to exercising post exit etc. So it provides us a compete curated and manageable cycle for our emplyoees. Review collected by and hosted on G2.com.

Tanisha G.
TG
Associate Director - People Success
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about EquityList?

My experience working with Bhumika has been truly outstanding. She is incredibly approachable and always willing to help—literally just a message away. On several occasions, she’s gone out of her way to assist with urgent requests, even outside of working hours, and I’m truly grateful for that. It’s been a pleasure interacting with her. Review collected by and hosted on G2.com.

What do you dislike about EquityList?

I did encounter a few bugs while using the tool. While none of them were major issues, I did get stuck on some features and had to reach out to Bhumika for assistance. She was able to get the issues resolved within a few hours. Review collected by and hosted on G2.com.

What problems is EquityList solving and how is that benefiting you?

Easy access and visibility to employees for their grants, vesting schedules, value of grants Review collected by and hosted on G2.com.

Taniya M.
TM
HR Generalist
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about EquityList?

1. User Friendly

2. Support during Onboarding

3. Good Cost Model for startups

4. Excellent demo by ops team Review collected by and hosted on G2.com.

What do you dislike about EquityList?

Inform about the contact details of the relevant SPOCs and their responsibilities via email to ensure clients can easily connect with the right person for specific tasks, enabling smooth communication. Review collected by and hosted on G2.com.

What problems is EquityList solving and how is that benefiting you?

Equity list helps us generate online grant letters, simplifying the issuance process. Additionally, it makes tracking the ESOP pool easier from an admin perspective. For employees, the company no longer needs to manually calculate the vesting schedule or share it with them—it’s automated, which is fantastic. Looking forward to having good connect with the team for any queries or support. Review collected by and hosted on G2.com.

Sagar  V.
SV
Finance Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about EquityList?

EquityList UI & UX is simple and easy to use. The product implementation and customer support was also reachable and supportive. Review collected by and hosted on G2.com.

What do you dislike about EquityList?

Few basic things are not available in the tool yet and I have informed about the same to their team too. Hope to get those resolved in near future. Review collected by and hosted on G2.com.

What problems is EquityList solving and how is that benefiting you?

Easy management of cap table Review collected by and hosted on G2.com.

Chethan S.
CS
Co-Founder & Chief Operations Officer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about EquityList?

Equitylist platform is Very Comprehensive & User Friendly with required guidelines incorporated within. Very Impressed!! Review collected by and hosted on G2.com.

What do you dislike about EquityList?

Nothing that i have experienced in the last 2 years. Review collected by and hosted on G2.com.

What problems is EquityList solving and how is that benefiting you?

Our End to End Equity Management, Gives understanding & Visibility about ESOP & its progress to our employees, Review collected by and hosted on G2.com.

Akash  K.
AK
Co-Founder
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about EquityList?

The support response time:

Whenever there was an issue or the need for guidance, the assigned representative was very responsive and came on a call to help/guide us. They were also very flexible with the required changes in the platform. Review collected by and hosted on G2.com.

What do you dislike about EquityList?

Nothing as such, they are a fast-growing startup and working closely with customers to fulfil their needs. They might not have all the features but there is a willingness to work with customers and add required features. Review collected by and hosted on G2.com.

What problems is EquityList solving and how is that benefiting you?

The entire equity management is becoming seamless and saving crazy amount of time for the entire team. Review collected by and hosted on G2.com.

Rohit A.
RA
Director HR
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about EquityList?

Managing esop grants is not easy in India, while intent is there a lot of founders end up not managing these things properly, Equitylist automates and keeps things in order, more than anything I loved the on-boarding experience Review collected by and hosted on G2.com.

What do you dislike about EquityList?

I don't ssee major donwsides, so far so good. Review collected by and hosted on G2.com.

What problems is EquityList solving and how is that benefiting you?

Automating my ESOP grant management, generating grant letters, showing real time vesting tables to my employees Review collected by and hosted on G2.com.

ST
Business and Partnerships
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about EquityList?

EquityList makes it extremely easy for companies to manage their equity, cap table, investor relations, employee expectations, and so much more. It is one tool that has only managed to get better over time - not just with the existing functionalities but also with introducing new features. Review collected by and hosted on G2.com.

What do you dislike about EquityList?

There is not one thing that I can think of. Review collected by and hosted on G2.com.

What problems is EquityList solving and how is that benefiting you?

Equity management, cap tables, investor relations, fundraise planning and modelling, Employee relations, and more Review collected by and hosted on G2.com.