EquityList Product Updates

In the EquityList stakeholder-facing dashboard, under Settings > 'Beneficiaries' tab, stakeholders can now set up verified beneficiaries/nominees for their equity holdings.

When an employee adds a beneficiary/nominee, they can add KYC documents (optional), send a notification, and track formal acceptance. This creates a clear audit trail for when transmission events happen.

Stakeholders can add up to 10 beneficiaries/nominees and split allocations by percentage. If they name a minor, the platform asks for legal guardian details and runs a separate acceptance flow.

Stakeholders can also upload wills, letters of intent, or personal declarations. These stay encrypted and hidden from the company — we only unlock them during verified transmission events with proper legal documentation.

Both stakeholders and admins can see the full picture at a glance: total beneficiaries, percentage splits, and which acceptances are still pending.

Your stakeholders' equity now looks and feels like the real investment they are.

We've completely redesigned the stakeholder dashboard with clearer numbers, better visibility, and an experience that treats equity the way any serious financial holding should be treated.

What’s new(er)? 👇️

Re-designed ‘Home’ page

A portfolio-style dashboard showing total vested value, equity growth over time, and pending actions.

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‘Grants’ page

Stakeholders can view their grants at a glance with status, vesting progress, and current value.

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New ‘Ledger’ page

A complete transaction history so stakeholders can see exactly how their equity changed over time.

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Deep-revamp to ‘Beneficiary’ section (under ‘Settings’)

Stakeholders can add beneficiaries, allocate them equity by percentage, and store proof-of-identity verification.

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New ‘Liquidate’ page

Stakeholders can register interest in future liquidity events (like buybacks) and estimate their potential proceeds with the built-in simulator.

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‘Exercise’ page

A clearer way to create and track exercise requests with status, amounts, and perquisite breakdowns.

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Filters added to shareholders view

• Under Cap Table > Shares > Shareholders, you can now filter shareholders by entity type (e.g. individual, institution), role (e.g. investor, employee, advisor), and invitation status & date, for quicker lookup and reconciliation.

Filters added to share certificates

• Under Cap Table > Shares > Share Certificates; now includes filtering options such as certificate state (e.g. active, draft, cancelled), source (e.g. issued, exercised, converted), issue date, and number of shares, making it easier to locate specific certificates during audits or reviews.

Under Equity Awards > Reporting, employee PII (personally identifiable information) can now be hidden across more reports, removing the need for HR or other teams to manually scrub sensitive information before sharing. This makes it easier to generate audit-ready reports while maintaining privacy and compliance.

Reports included in this update:

• Employee Grants Report
• ESOP Grant Vesting Report
• ESOPs Expense Report
• ESOP – Financial Year Vesting Report
• Exercises Pending Allotment Report
• Exercise Report
• Grant Summary Report
• Quarterly Grant Vested Report
• Rule 701 Analysis Report (Beta)
• Rule 718 ASC Expense Report (Beta)
• RSU Grants Vesting Report
• SAR – Financial Year Vesting Report
• SAR Grants Vesting Report
• SH6 Report
• Surrenders Overview Report

Reports currently excluded:

• Disclosures Report
• Equity Plans Overview Report
• RSU Pool Overview Report

Under Employees > All Employees, you can now apply filters and send dashboard invitations in bulk to the selected employee group. This removes the need to navigate through the ‘Grants’ page or export spreadsheets just to determine who should be invited.

The bulk invite action makes onboarding significantly faster for companies with large teams or complex grant histories, and gives admins a clearer, more controlled way to manage rollout of dashboard access.