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Featured Article

Equity Management Guide

As a company expands and attracts investors and talent, founders gradually relinquish ownership through equity distribution. Over time, this may lead to dissatisfaction. This blog helps you proactively set expectations and manage equity effectively from the outset.

Published:

April 16, 2024

Last Updated:

June 20, 2025

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All Posts

IRS Section 409A Compliance: What Employers Must Know To Protect Employees From Tax Penalties

Complete Section 409A compliance guide for employers. Learn key requirements, avoid penalties, and protect employees from tax consequences.

83(b) Election Explained For Employers

Everything employers need to know about 83(b) elections to avoid IRS penalties, manage withholding, and help employees save thousands. Free checklist included.

SEBI’s ESOP Updates: Bridging the Regulatory Gap for Founders

SEBI’s new rule allows founders to retain ESOPs after an IPO. This quiet but powerful shift protects their stake, aligns long-term incentives, and signals a maturing Indian startup ecosystem. Here's why it matters.

Modeling Post-Money SAFEs in Cap Table: Tools and Mistakes to Avoid (Experts' Insights)

Learn how to accurately model post-money SAFEs in your cap table, avoid dilution surprises, and use the best tools to stay investor-ready.

The Ultimate Cap Table Software Buying Checklist

Looking for cap table software? Use this in-depth buying checklist to evaluate tools across compliance, ESOP management, equity modeling, and investor reporting.

SAFE vs Convertible Notes: Which is Better for Your Next Round?

Key differences between SAFEs and convertible notes for startup fundraising and their impact on dilution. Know when to use SAFEs and convertible notes.

Introducing: Dematerialisation of Shares for Indian Companies

Companies can now dematerialise their physical shares into electronically held securities through EquityList. Read more.

EquityList obtains SOC 2 Type II, GDPR, and ISO 27001 certifications

EquityList completes its information security audits and obtains SOC 2 Type II, ISO 27001, and GDPR certifications.

Announcing Our Seed Round

Announcing EquityList seed funding round from AngelList India, Unpopular Ventures, Republic, Hustle Fund, Mana Ventures, and prominent angel investors.

Shipsy's Maiden ESOP Buyback on EquityList

Read how EquityList helped Shipsy launch their maiden ESOP buyback program for their employees.

Introducing EquityList: Cap Table Management for India

Dozens of venture-backed Indian startups are already using EquiList to manage their cap tables, create stock options programs, & issue grants.

ESOP Grant Letter Format For Indian Companies

Download the 2025 ESOP grant letter template tailored for Indian companies. Learn what to include, legal requirements, and how to avoid compliance risks.

Vesting Schedules: How to Design One for Your Team's Equity Plan

Learn what a vesting schedule is, how it works in an equity plan, and how to choose the right one using real-world data and startup equity trends.

ISO Vs NSO: Which Stock Option Type Should Your Company Offer?

A complete ISO vs NSO guide for founders. Compare tax treatment, eligibility, and key benefits to choose the right stock option type for your startup.

What Is Ind AS 102: Share-Based Payments Breakdown

An end-to-end guide on Ind AS 102 – learn how to account for share-based payments like ESOPs, while complying with Indian accounting standards.

How to Achieve Minimum Public Shareholding in Listed Companies through ESOPs?

Learn how listed companies in India can meet SEBI’s Minimum Public Shareholding (MPS) requirement using ESOPs. Under the 2023 SEBI circular, ESOP allotments, capped at 2% of paid-up equity, can now be used to increase public float.

Tax Implications of Foreign ESOPs for Indian Employees

Learn about the taxation, compliance, and repatriation rules for foreign ESOPs in India, including FEMA regulations, cross-charging, GST considerations, and double taxation relief for employees. Understand how these complex rules impact both companies and employees.

83(b) Election Explained For Employers

Everything employers need to know about 83(b) elections to avoid IRS penalties, manage withholding, and help employees save thousands. Free checklist included.

Modeling Post-Money SAFEs in Cap Table: Tools and Mistakes to Avoid (Experts' Insights)

Learn how to accurately model post-money SAFEs in your cap table, avoid dilution surprises, and use the best tools to stay investor-ready.

Equity Awards in the United States

Learn how equity awards attract and retain top talent, boost motivation, and align employees’ interests with company goals. Explore stock options, RSUs, SARs, and more, including tax treatments, vesting schedules, and equity pool management strategies.

SAFE vs Convertible Notes: Which is Better for Your Next Round?

Key differences between SAFEs and convertible notes for startup fundraising and their impact on dilution. Know when to use SAFEs and convertible notes.

Phantom Stock Plans For Private Companies: Should You Use One Instead Of ESOPs?

Compare phantom stock and ESOPs for private companies: explore the pros, cons, tax implications, and how to choose the best plan for your team.

Equity Without the Clock: How Startups Are Rewriting Stock Option Rules with Extended Post-Termination Exercise Periods

Many startup employees lose their stock options due to the short 90-day Post-Termination Exercise Period (PTEP). Learn why extended PTEPs are gaining traction and what companies should know.

From Friction to Flow: Scaler’s Fast Path to Simpler Equity Ops with EquityList

Learn how Scaler migrated 170+ equity grants, reduced equity admin time to just 1 hour a week, and saved hours on compliance reporting by switching from an enterprise platform to EquityList.

EquityList Customer Story: Powerplay’s Equity Makeover

Powerplay saved 100+ hours annually, streamlined compliance processes, and gave employees clear insights into their growing wealth with the help of EquityList.

EquityList Customer Story: HealthifyMe’s Transition to Seamless Equity Management

HealthifyMe’s transition to EquityList improved their equity management processes significantly, delivering 80% time savings and increased accuracy. Learn more.

EquityList Customer Story: Transforming Equity Management at Fincent

Learn how Fincent improved its equity management by switching to EquityList. Head of People Yaswanth Goteti discusses overcoming previous challenges, streamlining processes, and enhancing employee experiences with a user-friendly platform.

EquityList Customer Story: Strengthening Equity Management for Scholars Adda

See how Scholars Adda upgraded equity management with EquityList. Streamline cap tables, boost investor trust, and ensure compliance while accessing AWS resources and Microsoft grants.

How Stock Options Can Change Lives

Explore how ESOPs changed the lives of early employees like Ashok Kumar at SlideShare, Shyam Kumar Singh at CitrusPay, Judy Tong at Alibaba, and Harinder Takhar at PayTM.

The Ultimate Cap Table Software Buying Checklist

Looking for cap table software? Use this in-depth buying checklist to evaluate tools across compliance, ESOP management, equity modeling, and investor reporting.

Dematerialisation of Shares by Private Companies - MCA’s Rule 9B

The Government of India has issued a mandate to private companies for the compulsory dematerialisation of their physical shares by Sept 30, 2024. In simple terms, private companies (except small) will have to convert all issued physical share certificates into digital form. Learn more here.

Understanding Shareholders’ Agreement: A Guide

A shareholders’ agreement safeguards businesses by outlining ownership rights, decision-making rules, and dispute resolution processes. Learn about its key elements, importance, and how it protects both majority and minority shareholders.

What Is a 409A Valuation?

Understand what a 409A valuation is, how it ensures IRS compliance, and how it differs from pre- and post-money valuations while emphasizing its role in determining the fair market value of stock options.

Top 5 Cap Table Management Software for Startups 2025

Explore top cap table management software solutions for startups and enterprises. Compare features, pricing, and user feedback for EquityList, Carta, Pulley, Ledgy, and Trica Equity.

Cap Table Template and Example

Download a free cap table template and find additional resources to effectively manage your cap table. Learn whether a spreadsheet or specialized software is best for your cap table management needs.

Featured Article

Equity Management Guide

Get the latest equity and stock options management updates and insights.

All Posts

IRS Section 409A Compliance: What Employers Must Know To Protect Employees From Tax Penalties

83(b) Election Explained For Employers

SEBI’s ESOP Updates: Bridging the Regulatory Gap for Founders

Modeling Post-Money SAFEs in Cap Table: Tools and Mistakes to Avoid (Experts' Insights)

The Ultimate Cap Table Software Buying Checklist

SAFE vs Convertible Notes: Which is Better for Your Next Round?

Introducing: Dematerialisation of Shares for Indian Companies

EquityList obtains SOC 2 Type II, GDPR, and ISO 27001 certifications

Announcing Our Seed Round

Shipsy's Maiden ESOP Buyback on EquityList

Introducing EquityList: Cap Table Management for India

ESOP Grant Letter Format For Indian Companies

Vesting Schedules: How to Design One for Your Team's Equity Plan

ISO Vs NSO: Which Stock Option Type Should Your Company Offer?

What Is Ind AS 102: Share-Based Payments Breakdown

How to Achieve Minimum Public Shareholding in Listed Companies through ESOPs?

Tax Implications of Foreign ESOPs for Indian Employees

83(b) Election Explained For Employers

Modeling Post-Money SAFEs in Cap Table: Tools and Mistakes to Avoid (Experts' Insights)

Equity Awards in the United States

SAFE vs Convertible Notes: Which is Better for Your Next Round?

Phantom Stock Plans For Private Companies: Should You Use One Instead Of ESOPs?

Equity Without the Clock: How Startups Are Rewriting Stock Option Rules with Extended Post-Termination Exercise Periods

From Friction to Flow: Scaler’s Fast Path to Simpler Equity Ops with EquityList

EquityList Customer Story: Powerplay’s Equity Makeover

EquityList Customer Story: HealthifyMe’s Transition to Seamless Equity Management

EquityList Customer Story: Transforming Equity Management at Fincent

EquityList Customer Story: Strengthening Equity Management for Scholars Adda

How Stock Options Can Change Lives

The Ultimate Cap Table Software Buying Checklist

Dematerialisation of Shares by Private Companies - MCA’s Rule 9B

Understanding Shareholders’ Agreement: A Guide

What Is a 409A Valuation?

Top 5 Cap Table Management Software for Startups 2025

Cap Table Template and Example

Get started with EquityList today