Cap table management for global companies

Equitylist streamlined previously arduous tasks such as managing cap tables. One of the standout features was the transparency it provided to our employees and stakeholders. Its reporting capabilities allowed us to provide clear insights during investor updates and board meetings, fostering trust and enhancing communication.

We came across EquityList in 2020 and have been using it since then. With every financing round, it gets cumbersome for a startup to manage all the share certificates, valuation certificates, etc. EquityList provides a productivity suite that allows us to maintain a single repository of all data and documents for seamless operations!

Through a dashboard, EquityList gives us a clear bird’s eye view of the complete cap table, ownership, dilution, and valuation trends, thus, saving us time of referring to SHA every time for cap table. The most amazing parts about EquityList include full control over the cap table through dashboards and detailed shareholding.

From promptly addressing our queries to providing regular updates on plan performance, EquityList’s communication style fosters a sense of transparency and trust. The workshops and resources you offer have helped bridge knowledge gaps and ensure that everyone involved has a clear understanding of the benefits and implications of the stock options plan.

Since 2020, the EquityList team and their software have helped us streamline and automate some of our most crucial financial aspects like the ESOP management, grants, and reports. We strike a chord with this team as we both focus on creating great user experiences.

After raising series B, managing our ESOPs and cap table on Excel became tough and inefficient, and we wanted to digitize it. We found EquityList as one of the best tools available. We could get this setup done quickly and get used to it with its easy-to-use interface. I will highly recommend to folks struggling with managing cap-table and ESOPs for employees.