EquityList Product Updates

With hundreds of grants being issued every month on the EquityList platform, it was about time that we further simplified your e-Signing flow by reducing repetitive actions.

Earlier, company admins had to repeatedly upload their signatures for executing a document on EquityList, you can now:

1. Set specific signatories for different workflows, ie - executing share certificates, ESOP grants, and more
2. Upload the signature image that needs to be affixed or draw/type signatures. These get saved on the platform (this is a one-time activity).
3. Assign the relevant signatory to the respective ESOP/SAR scheme (this is a one-time activity).
4. Whenever new share certificates or grants are queued for execution, the platform automatically assigns the relevant signatory and their signature with a unique hash key to the document (following standard e-Signing protocols).

We have also simplified the flow to execute a single grant at a time, encapsulating the entire journey within three simple steps:

1. Generate a grant letter
2. Sign as company
3. Send employee invite emails + reminders

Test out the new flow and start generating grants!

In case you require assistance in setting up signatories then write to us at help@equitylist.co to help you out.

In our perennial quest to help employees better understand the value of their equity grants, we have made the Employee Dashboards much more empowering and comprehensive!

• Options summary: a complete summary of the awarded grants and units.
• More metrics: vesting completion rate, realized units and value (from buybacks and secondaries), company ownership, and more.
• Value graph: an interactive graph for better visualization of the growth in employee’s equity over time, accounting for both realized and unrealized value creation across future vesting, exercises, and buyback events.

We have been receiving phenomenal feedback for the new employee dashboards and are excited to have you go and check them out!

As our customers keep introducing different types of equity awards for their employees, contractors, and advisors - we decided to shuffle around the interface to make your grant management experience seamless.

Now find your ESOP, SAR, and RSU grants under Equity Awards >> Grants. Seamlessly switch between tabs to manage your different equity pools and their respective grants.

You can now also apply quick filters to your grants to better slice through hundreds of grants across various stages: Draft, Executed, Expired, and more.

Marking employees as terminated and performing post-termination actions has now gotten easier:

• Easier UI and flow to terminate employees in bulk
• Seamlessly switch employee dashboard access from company email addresses to personal emails post termination
• Uploading a .csv sheet for terminations

Admins so far had been using EquityList’s default template for grant letters. While we are proud of our overall design, we felt that allowing our customers to project their company branding and customize their grant letters with the utmost flexibility is necessary.

Under Legal → Templates, admins can create reusable official document templates - select a custom template you created and use it for your ESOP Grant Letters.  

Admins can design these templates on a document editor and add headers, footers, images, tables, and even use EquityList’s template fields to fetch system generated data such as:

• Employee ID  
• Exercise price
• Grant date
• Authorised signature signature placement
• Employee signatures
• Number of units, and so on ...

We are working on an in-line editor feature as well that will allow you to edit and design your custom grants in real time on the EquityList platform - this is available in beta and we’d love to hear your feedback. In the meantime, get started with uploading your fully customized .docx files and issue grants!