EquityList Product Updates

Save countless hours of internal accounting and report management by downloading expense reports directly from your dashboard!

We spent some time with customers to further improve Expense Reports and now:

• Cost accrual is done at a more granular level - basis the number of days leading up to a vesting event instead of the number of months
• Cost reversals for terminated employees are reflected against each unique grant allocated to them

Give it a shot, we'd love to hear your feedback!

We spent some time with customers to further improve Expense Reports and now:

• Cost accrual is done at a more granular level - basis the number of days leading up to a vesting event instead of the number of months
• Cost reversals for terminated employees are reflected against each unique grant allocated to them

Give it a shot, we'd love to hear your feedback!

Managing shareholders and employees across multiple entities so far has been an exhausting and broken experience for most teams. Your workflows and compliances get even more complex when you need to manage cross-border entities across different geographies.

We’re excited to announce multi-entity management support for EquityList customers! You can now track shareholding and stock option plans across different entities through a single dashboard.

• Track and manage cap tables across your parent and subsidiaries
• Manage multiple stock option pools across different entities
• Set different permission levels for each entity
• Request valuation reports across US (409A), India (Registered Valuer/Merchant Bank) and other geographies (on request)
• Download individual reports for different entities

You can reach out to your account managers or email us at help@equitylist.co in case you want to learn more and set this up.

You can now grant ‘cap table’ only access to your team. With this permission, they could only view and perform actions on the company’s cap table, shareholders, and data rooms.

Intercom in-app chat is now embedded in our web app for easier and quicker interaction with our support team! Stay tuned for feature releases and easier FAQ support directly through Intercom.

We have a new e-signature uploader with better UX. You can now quickly resize your e-signatures with better aspect ratios without worrying about resizing them yourself!