EquityList Product Updates

When you need a single, authoritative view of every equity grant, the new ‘Grant Summary Report’ puts all the essentials in front of you in one clean, consistent format - across ESOP, SAR, and RSU plans.

Highlights:

• One row per grant: No more wading through detailed vesting events when you just need the big picture.
  
• Board-ready in seconds: Scheme name, share class, key dates, grant type, vesting template, exercise price, and complete quantity/state breakdown (issued, vested, unvested, exercised, surrendered, cancelled, lapsed, expired).
  
• Built for speed and clarity: Consistent terminology, global-ready grant type handling, and professional formatting make it instantly usable for internal reviews or external sharing.
  
• Compliance-ready: Includes termination reasons, state of residence/exemptions, and admin notes for a full audit trail.
  
• Scenario-based exercise rights: Post-termination exercise periods for voluntary, involuntary, cause, death, disability, and retirement.
  
• Unified format: Works across all equity plan types - ESOP, SAR, and RSU - without switching reports.

When you need to see how equity is vesting across your company, the new grant vesting reports give you cleaner formatting, smarter context, and deeper detail—so you can analyze and share your data with confidence.

Highlights:

• Clarity at a glance: Cleaner layout with gridlines removed, centered data, and clearly labeled sheets.
  
• Deeper insight: See every vesting event’s name, date, and percentage, along with a full breakdown of vested, unvested, exercised, and surrendered options.
  
• Global-ready: New ‘Grant Type’ column supports ISO, NSO, and INTL grants (blank for Indian companies).

[Note: You’ll also experience speed and performance upgrade for this report.]

When employees want to exercise their stock options, the draft state has now been disabled and requests are only saved once they’re intentionally locked.

So along with reducing the total number of steps, this further eliminates clutter from incomplete requests and stops unwanted email notifications (especially during blackout periods for listed companies).

When you need to clean up outdated or inactive records, you can now archive draft-stage stakeholders, grants, share certificates, and other equity instruments—while staying compliant with ownership and execution rules.

[Note: Archiving is restricted for any active or linked records to prevent accidental data loss.]

When you're managing high-volume equity operations, the ‘Bulk Actions’ panel helps you save time and reduce manual work—whether you're uploading ESOP, SAR, or RSU grants, handling exercises, processing SAFEs or CCDs, or managing share certificates and convertible notes.

With smart templates, automatic data validations, and instant document generation, you can now process up to 12 types of equity-linked actions—all in one streamlined workspace under ‘Quick Actions’.