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Featured Article

Introducing Beneficiaries: A Complete Workflow for Equity Inheritance

Beneficiaries is a complete system to help stakeholders protect their equity inheritance — with verified beneficiaries/nominees, formal acknowledgment, and secure documentation.

Published:

February 4, 2026

Last Updated:

March 27, 2026

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Cap table due diligence checklist for Indian companies: what investors verify against your Register of Members, valuations, and FEMA trail.

FDI in India: automatic vs approval route, eligible instruments, pricing rules for unlisted companies, FC-GPR filing deadlines, and annual FLA return obligations.

Cap table due diligence confirms your documented ownership matches signed, filed records. See what VCs verify line by line and how to prepare before a round.

Learn how valuation caps and discount rates determine SAFE conversion prices, and see how these terms lead to different outcomes.

A liquidation waterfall determines how exit proceeds are distributed among creditors, preferred shareholders, and common shareholders. Learn payout order, preference mechanics, breakpoint analysis, and how to model distributions before fundraising.

A step-by-step guide for private companies converting physical share certificates to demat: company setup, the DRF process, and what changes after conversion.

Introducing Beneficiaries: A Complete Workflow for Equity Inheritance

Beneficiaries is a complete system to help stakeholders protect their equity inheritance — with verified beneficiaries/nominees, formal acknowledgment, and secure documentation.

Introducing ESOP Advisory - A Fully Integrated, Hands-On Equity Planning Service

ESOP Advisory is an end-to-end service that helps companies design, model, and execute strategic, compliant equity plans by combining deep advisory expertise with the power of EquityList’s platform-backed insights.

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.

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.

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.

Case Study - Zomato: ESOP Expenses and Its Accounting Challenges

ESOP Expenses affect a company's profit and loss statement. To understand how it impacts a startup, we take a look at Zomato's recent ESOP expenses and its accounting treatment.

Cap Table Due Diligence Checklist for Indian Companies

Cap table due diligence checklist for Indian companies: what investors verify against your Register of Members, valuations, and FEMA trail.

FDI Rules for Indian Startups: Routes and FEMA Compliance

FDI in India: automatic vs approval route, eligible instruments, pricing rules for unlisted companies, FC-GPR filing deadlines, and annual FLA return obligations.

The Cap Table Due Diligence Checklist for U.S. Companies

Cap table due diligence confirms your documented ownership matches signed, filed records. See what VCs verify line by line and how to prepare before a round.

Secretarial Audit Applicability for Private Companies

Secretarial audit applicability hinges on two triggers for a private company: ₹100 crore in bank borrowings or a public-company parent. Understand both the routes.

Founders' Agreement for U.S. Companies: Importance, Key Clauses, and Free Template

A complete guide to founders' agreements for U.S. companies: Structure, key clauses, governing law, and a free template.

Form MGT-8: What It Is, Who Needs It, and When to File

Form MGT-8 is a CS certificate required under Section 92(2). Here's who needs it, what gets certified, when it's due for private companies.

Valuation Cap vs Discount Rate on SAFE Notes: What the Math Looks Like at Different Outcomes

Learn how valuation caps and discount rates determine SAFE conversion prices, and see how these terms lead to different outcomes.

Valuation of Unlisted Shares in India: Rule 11UA, Companies Act, and FEMA Compliance

Learn how unlisted shares are valued under Rule 11UA of the Income Tax Rules, the Companies Act, and FEMA regulations. Covers NAV method, DCF valuation, and when each law applies.

Co-Founder Equity Split in India: How to Decide, Document, and Protect It

A co-founder equity split defines each founder's ownership stake in the company. Understand the frameworks to get the split right and avoid common mistakes.

What Are Advisory Shares?

Ashton Kutcher joined Airbnb as a strategic advisor, Hostfully's CEO credited their advisors for faster movement. Clearly, advisory shares can make a big impact. Learn all about them in this post.

Tax on Buyback of Shares in India: What Founders Need to Know

A complete guide to share buyback taxation in India, covering all three tax regimes, the Finance Act 2026 reforms, and the additional tax imposed on promoters.

Optionally Convertible Debentures (OCDs): Structure, Classification, and Issuance in India

Optionally convertible debentures let investors choose between equity and repayment at maturity. Here is how they work, how to issue them, and where they fit in Indian law.

Liquidation Waterfall: How Exit Proceeds Are Distributed

Understanding Fully Diluted Shares

This blog post explains what fully diluted shares are and why they are important for investors and founders. It also includes an example of calculating fully diluted shares to provide clarity.

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.

How to Simulate Multiple Funding Scenarios in a Cap Table: A Complete Guide

A step-by-step guide to modeling multiple funding scenarios in your cap table, including SAFEs, convertible notes, option pool adjustments, priced rounds, exits, and more.

Share Dilution Explained: How Fundraising Affects Your Ownership

Learn what share dilution means, why it happens during priced or SAFE rounds, and how to model and minimize its impact using scenario tools.

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.

Stock Warrants: A Complete Guide for Founders

Learn what stock warrants are, how they work, and how founders can use them to structure smarter venture debt, convertible notes, and strategic deals.

Due Diligence Report Format (India): A Practical Guide

This guide includes a due diligence report format, along with a breakdown of the standard sections and what each one should cover.

Non-Participating Preference Shares Explained

Learn what non-participating preference shares are, how they work, and how they differ from participating shares with clear examples.

Equity Financing vs Debt Financing: How to Choose

Choosing between equity financing vs debt financing comes down to one trade-off: permanent dilution or repayment obligation. Here's how to decide.

Startup Valuation: Methods and 409A Compliance

Complete guide to US startup valuation covering DCF, VC method, comparable analysis, 409A compliance, safe harbour rules, and equity allocation (OPM, PWERM, backsolve)

Startup Valuation in India: Methods and Regulations

Complete guide to startup valuation in India covering DCF, comparable analysis, VC method, Berkus, and regulatory requirements under Companies Act 2013.

How to Convert Physical Share Certificate to Demat: Step-by-Step Guide for Private Companies

A step-by-step guide for private companies converting physical share certificates to demat: company setup, the DRF process, and what changes after conversion.

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.

Streamlining CCPS ISIN Applications with NSDL: A Practical Insight

Discover how startups can simplify CCPS issuance with multiple closings by filing a single consolidated ISIN application, reducing paperwork, streamlining tracking, and speeding up processing.

June 30 Demat Deadline: Inside the ISIN Application Surge and How to Navigate It

With the June 30, 2025 dematerialisation deadline approaching, ISIN application delays are rising. Learn what’s causing the slowdown and how your company can avoid common pitfalls.

3 Reasons Your ISIN Application Is Delayed (And How to Fix Them)

Discover how EquityList cuts down ISIN delay from 25+ days to under 15 days by streamlining document collection, ensuring consistency in information, and fostering strong relationships with depositories.

Share Transfer Agreement: Clauses, Template, and Step-by-Step Guide

Learn what a share transfer agreement covers, when you need one, and how to draft it. Includes a ready-to-use template, clause explanations, and jurisdictional guidance.

Board Resolution Format: A Complete Guide for Founders (2026)

Learn about the board resolution format under the Companies Act, 2013, including types of resolutions, a sample format, and common use cases.

Oppression and Mismanagement Under the Companies Act, 2013: A Founder's Guide

A founder's guide to oppression and mismanagement under Sections 241–246 of the Companies Act, 2013. Covers thresholds, NCLT powers, landmark cases, and prevention

What Are Tag-along Rights? A Complete Guide for Founders and Investors

Tag-along rights give minority shareholders the right to sell their shares on the same terms as majority shareholders. Understand how the whole mechanism plays out.

Pari Passu: What It Means for Founders, Investors, and Shareholders

Pari passu means “on equal footing.” Learn how pari passu clauses work in venture financing, liquidation waterfalls, debt agreements, and insolvency, with examples.

ROFO vs ROFR: Key Differences Founders Need to Know

ROFO gives existing shareholders the first look; ROFR gives them the last look. Learn how each right works, which favours whom, and what founders should negotiate.

Featured Article

Introducing Beneficiaries: A Complete Workflow for Equity Inheritance

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

All Posts

Cap Table Due Diligence Checklist for Indian Companies

FDI Rules for Indian Startups: Routes and FEMA Compliance

The Cap Table Due Diligence Checklist for U.S. Companies

Valuation Cap vs Discount Rate on SAFE Notes: What the Math Looks Like at Different Outcomes

Liquidation Waterfall: How Exit Proceeds Are Distributed

How to Convert Physical Share Certificate to Demat: Step-by-Step Guide for Private Companies

Introducing Beneficiaries: A Complete Workflow for Equity Inheritance

Introducing ESOP Advisory - A Fully Integrated, Hands-On Equity Planning Service

Introducing: Dematerialisation of Shares for Indian Companies

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

Announcing Our Seed Round

Introducing EquityList: Cap Table Management for India

How Stock Options Can Change Lives

Case Study - Zomato: ESOP Expenses and Its Accounting Challenges

Cap Table Due Diligence Checklist for Indian Companies

FDI Rules for Indian Startups: Routes and FEMA Compliance

The Cap Table Due Diligence Checklist for U.S. Companies

Secretarial Audit Applicability for Private Companies

Founders' Agreement for U.S. Companies: Importance, Key Clauses, and Free Template

Form MGT-8: What It Is, Who Needs It, and When to File

Valuation Cap vs Discount Rate on SAFE Notes: What the Math Looks Like at Different Outcomes

Valuation of Unlisted Shares in India: Rule 11UA, Companies Act, and FEMA Compliance

Co-Founder Equity Split in India: How to Decide, Document, and Protect It

What Are Advisory Shares?

Tax on Buyback of Shares in India: What Founders Need to Know

Optionally Convertible Debentures (OCDs): Structure, Classification, and Issuance in India

Liquidation Waterfall: How Exit Proceeds Are Distributed

Understanding Fully Diluted Shares

Cap Table Template and Example

How to Simulate Multiple Funding Scenarios in a Cap Table: A Complete Guide

Share Dilution Explained: How Fundraising Affects Your Ownership

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

Stock Warrants: A Complete Guide for Founders

Due Diligence Report Format (India): A Practical Guide

Non-Participating Preference Shares Explained

Equity Financing vs Debt Financing: How to Choose

Startup Valuation: Methods and 409A Compliance

Startup Valuation in India: Methods and Regulations

How to Convert Physical Share Certificate to Demat: Step-by-Step Guide for Private Companies

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

Streamlining CCPS ISIN Applications with NSDL: A Practical Insight

June 30 Demat Deadline: Inside the ISIN Application Surge and How to Navigate It

3 Reasons Your ISIN Application Is Delayed (And How to Fix Them)

Share Transfer Agreement: Clauses, Template, and Step-by-Step Guide

Board Resolution Format: A Complete Guide for Founders (2026)

Oppression and Mismanagement Under the Companies Act, 2013: A Founder's Guide

What Are Tag-along Rights? A Complete Guide for Founders and Investors

Pari Passu: What It Means for Founders, Investors, and Shareholders

ROFO vs ROFR: Key Differences Founders Need to Know

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