--- title: EquityList Reviews meta_title: 'EquityList Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 117 reviews by the users' company size, role or industry to find out how EquityList works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 117 scale: '5' date_modified: '2026-08-07' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # EquityList Reviews **Vendor:** EquityList **Category:** [Equity Management Software](https://www.g2.com/categories/equity-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 117 ## About 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 Pros & Cons **What users like:** - Users value the **ease of equity management** with EquityList, benefiting from its intuitive features and expert support. (7 reviews) - Users appreciate the **ease of use** of EquityList, highlighting its user-friendly platform and straightforward access to grant management. (4 reviews) - Users value the **informative and presentable dashboard** of EquityList for its comprehensive overview of share capital. (3 reviews) - Users value the **comprehensive and user-friendly platform** of EquityList, praising its expert onboarding and support. (3 reviews) - Users value the **compliance automation** of EquityList, which enhances transparency and simplifies complex ESOP management effortlessly. (2 reviews) - Implementation Ease (2 reviews) - Intuitive Design (2 reviews) - Onboarding Experience (2 reviews) - Real-time Updates (2 reviews) - Simple (2 reviews) **What users dislike:** - Users feel that **navigation and feature clarity** in EquityList could be improved for a better experience. (2 reviews) - Users experience **difficult setup** when adding documents, requiring cumbersome re-uploading to maintain order in the data room. (1 reviews) - Users find the **overall cost** of EquityList to be somewhat steep, impacting its value perception. (1 reviews) - Users desire more **features** in EquityList, such as better status indicators for transferred shares. (1 reviews) - Users report experiencing some **technical issues** with EquityList, occasionally requiring assistance for resolution. (1 reviews) ## EquityList Reviews ### 1. Very Good **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2025 **What do you like best about EquityList?** Quick response time, available even during office hours. Easy to use. easy to implement **What do you dislike about EquityList?** Expecting that some points during sale is implied that application cost is incremental every year by a certain % when the talk was that there would be no change in cost for next 5 years. **What problems is EquityList solving and how is that benefiting you?** We are using it for basic requirements at this point of time ### 2. The team has helped us from query generation till portal access & demo process. **Rating:** 3.5/5.0 stars **Reviewed by:** Taniya M. | HR Generalist, Small-Business (50 or fewer emp.) **Reviewed Date:** November 29, 2024 **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 **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. **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. ### 3. Good experience with EquityList **Rating:** 4.0/5.0 stars **Reviewed by:** Sagar V. | Finance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2024 **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. **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. **What problems is EquityList solving and how is that benefiting you?** Easy management of cap table ### 4. Easy to use Platform and Very good support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Electronics | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2024 **What do you like best about EquityList?** Platform is easy to use and setup. Support team is always there to help. **What do you dislike about EquityList?** Overall platform cost and services are slightly on the expensive side. **What problems is EquityList solving and how is that benefiting you?** Monthly investor updates and captable management ### 5. Great product. Supportive team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about EquityList?** Handles complications. Dashboards. Offline support for early users **What do you dislike about EquityList?** Feels like features are a bit confusing. Simpler navigation can help **What problems is EquityList solving and how is that benefiting you?** aLL equity at one place ### 6. Making equity management simple and quick **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2024 **What do you like best about EquityList?** - EquityList sticks to the basics and makes things easy for it's customers - UI and workflows are simple to understand and use - Account management team is swift with their TAT and provide the best resolutions to our queries **What do you dislike about EquityList?** - No setbacks as yet because we have recently been onboarded **What problems is EquityList solving and how is that benefiting you?** - Our employees are able to understand Equity in a better way, thanks to the UI - As administrators, we can geenrate and disburse grants swiftly ### 7. Very smart App for the ESOP management market **Rating:** 4.0/5.0 stars **Reviewed by:** Bala V. | Enterprise (> 1000 emp.) **Reviewed Date:** January 11, 2024 **What do you like best about EquityList?** It was a very smooth experience to how it was setup along with implementing the tool. The way the tool interrogates ESOPs and shareholders is very smart. Makes you want to use the tool more to get a kick out of it. **What do you dislike about EquityList?** Overall not facing any issues. But a bit worried about the data getting recorded, but I'm sure it is very confidential. **What problems is EquityList solving and how is that benefiting you?** It mainly helps in solving the management of how we interpret Equity of how it also increases efficiency. If there is an AI that is implemented for this, way better tool hands down. ### 8. Go with EquityList for its simplicity and amazing support team **Rating:** 4.0/5.0 stars **Reviewed by:** Apeksha M. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2023 **What do you like best about EquityList?** The onboarding process on Equity List was remarkably smooth. We efficiently migrated all our data, and the platform was fully operational within a mere 24 hours. A special commendation goes to their exceptional customer support. **What do you dislike about EquityList?** There are still some small issues on the platform **What problems is EquityList solving and how is that benefiting you?** Esop and cap table management ### 9. Best ESOP Management Tool for startups! **Rating:** 4.0/5.0 stars **Reviewed by:** Gouri G. | Human Resources Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2023 **What do you like best about EquityList?** Best part about EquityList was that it wasn't complex at all. Very easy to use and the portal is designed accurately for the startups. **What do you dislike about EquityList?** For a start, an employee might not understand, but later, it becomes easy to navigate. **What problems is EquityList solving and how is that benefiting you?** While it is cheaper to use excel to manage ESOPs and equity, this management tool stands out for starups. Currently, we are a small team, but as and when we grow, the portal would help the stakeholders to manage and understand their equity effectively. ### 10. EquityList - Amazing KAM team **Rating:** 4.0/5.0 stars **Reviewed by:** Nasreen K. | HR Director, Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2023 **What do you like best about EquityList?** What I appreciate most about EquityList is their exceptional ESOP management capabilities. The platform is incredibly user-friendly, and their support team is truly amazing. They exhibit a quick and efficient response in addressing any queries or issues, which sets them apart. **What do you dislike about EquityList?** To early to say , We are exploring , May be post one year I can have a better answer **What problems is EquityList solving and how is that benefiting you?** EquityList plays a pivotal role in fostering transparency within the organization by overseeing end-to-end ESOP management. Additionally, their automation of grant letter generation further streamlines and simplifies this crucial process. ### 11. Intuitive product combined with great customer support **Rating:** 4.0/5.0 stars **Reviewed by:** Mayank B. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2024 **What do you like best about EquityList?** Comprehensive functionality combined with seamless user journeys **What do you dislike about EquityList?** Nothing as yet...the team has been supportive **What problems is EquityList solving and how is that benefiting you?** Its helping us manage our esop pool ### 12. Friendly ESOP Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2023 **What do you like best about EquityList?** Easy to use and manage. User friendly portal. **What do you dislike about EquityList?** Based on my usage, I don't have any dislikes so far. **What problems is EquityList solving and how is that benefiting you?** Saving time. Able to generate reports with all necessary fields. ### 13. Good experience as of now and could manage the ESOPs allocation smoothly **Rating:** 4.0/5.0 stars **Reviewed by:** Vanitha P. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 30, 2023 **What do you like best about EquityList?** User friendly, the supportive team and quick assistance for all the queries. **What do you dislike about EquityList?** Few features to be built in hope it will be configured soon by the team. **What problems is EquityList solving and how is that benefiting you?** Allocation , Grant letter for e-sign ### 14. Good platform to manage Captable **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Enterprise (> 1000 emp.) **Reviewed Date:** November 08, 2023 **What do you like best about EquityList?** The dashboard is helpful to view the equity pool at once. **What do you dislike about EquityList?** The user interface can be improved a little to be intuitive. **What problems is EquityList solving and how is that benefiting you?** We leverage EquityList to manage our ESOP pool for all employees. It helps us with end-to-end processes with easy administration workflows. ### 15. Easy to use and Excellent User Interface **Rating:** 4.0/5.0 stars **Reviewed by:** Mayank B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2023 **What do you like best about EquityList?** I found the tool to be very easy to use. The interface is clean and intuitive, and the documentation is lengthy but clear and helpful. The features are comprehensive, and I was particularly impressed with the ability to issue stock certificates and grant letters directly to users. **What do you dislike about EquityList?** No Mobile app. You should have a separate legal team/consultant to get the ESOPs policy (US) vouched for and enacted. Equitylist should help in giving consultations to draft policies. **What problems is EquityList solving and how is that benefiting you?** Problem Solver for: Equity Tracking and Managing, Grant Letters issuance to employees, easy interface for employees and admin. Benefits: Time-saving, Improve Compliances, Hassle-free onboarding ### 16. Quick setup process, easy to use and almost full stack **Rating:** 3.5/5.0 stars **Reviewed by:** Nand K. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2023 **What do you like best about EquityList?** EquityList allowed me to seamlessly move towards a manual ESOP and captable management to a more robust and automated way of managing Equity. **What do you dislike about EquityList?** They need to include few more features like capable simulation. **What problems is EquityList solving and how is that benefiting you?** Earlier we used to manually manage our captable and ESOP pool, for every new ESOP, we had to go back to the excel sheet to see how much ESOP pool we are having and how much we can retain for the future. EquityList is simple to use compared to more feature-loaded tools. ### 17. Good **Rating:** 3.5/5.0 stars **Reviewed by:** Nilangi n. | HR Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2022 **What do you like best about EquityList?** The dashboard is good. Very self-explanatory. They are quick in resolving the queries **What do you dislike about EquityList?** In talking to their clients, EquityList has to be slightly polite and show empathy. **What problems is EquityList solving and how is that benefiting you?** All queries, from Simplest to complicated. ### 18. One stop shop for Equity Management **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in E-Learning | Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2022 **What do you like best about EquityList?** It is free and helps to manage multiple ESOPS **What do you dislike about EquityList?** A very small number of blogs are published on a regular basis. **What problems is EquityList solving and how is that benefiting you?** E-signatures and a secure document hub make due diligence easier for future financing rounds and potential acquisitions. - [View EquityList pricing details and edition comparison](https://www.g2.com/products/equitylist/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+09%3A46%3A46+-0500&secure%5Bsession_id%5D=558367a1-1805-493c-9af9-70febbf29158&secure%5Btoken%5D=56c21003e569bfcda9da847a674c212512da6ddd2544847eb0aa10636b2f2f9e&format=llm_user) ## EquityList Features **Platform Basics** - Reporting - Investor Reporting **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Platform Data** - Visualization - Platform Search - Dashboard - Activity Dashboard **Platform Content** - File Sharing **Platform Additional Functionality** - Cap Table - 409a - Public Equity **Agentic AI - Equity Management** - Autonomous Task Execution **Additional Functionality** - Audit Management - Vesting Management - Workflow Management - Forecasting - Alerts/Notifications - Audit Trail - Performance Metrics - Portfolio Management - CRM - API - Third-Party Integrations - Scenario Planning - AI Copilot - Grant Management - Compliance Management - Financial Analysis - Multi-Currency - Financial Modeling - Financial Management - Real-Time Data - Transaction History - Role-Based Permissions - Deal Management - Generative AI - Document Management - Valuation Management - Customizable Reports - Real-Time Analytics - Document Storage - Client Portal - Reporting & Statistics - Activity Tracking ## Top EquityList Alternatives - [Qapita](https://www.g2.com/products/qapita/reviews) - 4.6/5.0 (323 reviews) - [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) - 4.3/5.0 (233 reviews) - [Remote](https://www.g2.com/products/remote/reviews) - 4.5/5.0 (3,990 reviews)