About EquityList
What is EquityList?
EquityList is an AI-native equity and shareholder management platform designed to help private and public companies replace messy spreadsheets with a digital system of record. It serves as a compliance operating system primarily for startups, founders, legal teams, and finance leads across countries like India, Singapore, and the US
Who is EquityList for?
EquityList is built for a wide range of corporate stakeholders—from early-stage startups to massive public enterprises—as well as the legal and financial ecosystems that support them.
What type of software is EquityList?
EquityList is listed under Cap Table Software.
What are EquityList's core capabilities?
The platform’s core capabilities are organized across four pillars: 1. Deterministic Cap Table & Data Layer • Live Dilution Tracking: Maintains a mathematically exact, real-time "source of truth" ledger for shares, SAFEs, convertible notes, and warrants. • Version-Controlled Auditing: Captures historical snapshots of ownership at any past transaction date, simplifying compliance requests during legal due diligence. • Scenario & Exit Modeling: Allows founders to simulate upcoming funding rounds (converting SAFEs/notes with caps/discounts) and map out complex exit waterfalls with liquidation preferences. 2. Autonomous Compliance & AI Architecture • The AI Equity Agent: Features an integrated intelligence layer that physically reads governing company policies (ESOP schemes, shareholders' agreements, board resolutions). Users can ask the agent questions or prompt it to run workflows natively. • Proactive Guardrails: Triangulates ledger data against uploaded legal documents to flag potential breaches of a charter limit or scheme rule before an action is finalized. • Maker-Checker Approval: Protects data integrity by requiring a two-step validation process—where one team member proposes an equity change or transaction and an authorized admin approves it. 3. Global Equity & Administrative Automation • End-to-End Grant Lifecycles: Automates multiple grant types (Options, RSUs, SARs, and RSAs) from initial digital grant issuance to e-signatures, cliff/vesting alerts, and exercises. • Multi-Jurisdictional Valuations: Generates audit-ready valuations calibrated to specific legal markets—including US 409A valuations and certified Indian Merchant Banker Fair Market Value (FMV) reports. • Localized Corporate Compliance: Handles specific regional burdens like US Federal tax exemption tagging, or coordinating electronic dematerialisation services and Form PAS-6 filings for Indian entities. 4. Financial Accounting & Governance • Stock Expense Reporting: Formats stock compensation data directly into ready-to-audit corporate expense accounting reports compliant with ASC 718, IFRS 2, and Ind AS 102. • Consent Workflows: Integrates digital template builders to draft, route, electronically sign, and securely store board and shareholder consent resolutions right alongside corresponding equity events. • Listed Enterprise Controls: Features built-in corporate trading windows, insider trading pre-clearance structures, and automated depository reconciliations for public or pre-IPO companies.
- Shareholder Master
- Shareholding Pattern
- Share Issuance & Allotment
- Share Transfer Management
- Share Split & Consolidation
- Multiple Share Classes
Who makes EquityList?
EquityList was originally incubated within AngelList India before spinning out as an independent startup. In January 2023, EquityList officially spun out as an independent entities to focus fully on scaling its full-stack cap table and equity operating system globally.
Kashish Sharma (Founder & CEO): Previously part of the early core team at AngelList India and founder of Cloud Capital, an early-stage venture firm. EquityList is a venture-backed SaaS company that has raised $2.2 million in seed funding
What CAs are saying about EquityList
EquityList has no reviews on SoftwaresForCA yet.
Key features
- ✓Shareholder MasterMaintain shareholder details and ownership records.
- ✓Shareholding PatternView shares held and ownership percentage by shareholder.
- ✓Share Issuance & AllotmentRecord new shares issued to founders and investors.
- ✓Share Transfer ManagementTrack transfers between existing and new shareholders.
- ✓Share Split & ConsolidationTrack changes in face value and number of shares.
- ✓Multiple Share ClassesTrack equity shares, preference shares and their classes.
- ✓Funding Round ManagementRecord funding rounds, investors and issue prices.
- ✓Dilution CalculatorCalculate changes in ownership after new share issuances.
- ✓Historical Cap TableView the ownership structure at previous dates or funding rounds.
- ✓Employee MasterMaintain employee details linked to their equity grants.
- ✓ESOP Scheme & Pool ManagementTrack approved option pools, allocations and available options.
- ✓Grant Letter GenerationGenerate employee-specific ESOP grant letters.
- ✓Vesting ScheduleTrack vesting dates, cliffs, vested options and unvested options.
- ✓Exercise ManagementRecord exercise requests, eligible options, exercise prices and resulting shares.
- ✓ESOP Tax & AccountingSupport tax calculations and accounting schedules, including applicable Ind AS 102 reporting.
- ✓Share Valuation ReportsStore or generate applicable share valuation reports.
- ✓ESOP Valuation & Accounting ReportsSupport option valuation and expense reporting.
- ✓Shareholder & Cap Table ReportsExport shareholder lists, ownership percentages and shareholding patterns.
- ✓Share Documents & RegistersMaintain share certificates, allotment records, transfer documents and relevant registers.
- ◐Compliance & Filing ReportsProvide relevant reports and applicable ROC filing requirements associated with share issuances, transfers and ESOPs.
Pricing
- Free ($0/mo, 10 stakeholders); Build ($100/mo or $1,200/yr annual billing, 35 stakeholders, +$35/yr per additional); Growth ($292/mo or $3,500/yr annual billing, 50 stakeholders, +$50/yr per additional, includes 409A-equivalent valuation, exercise workflows, board approvals, 1 data room); Enterprise (custom, unlimited stakeholders, SSO/SAML, dedicated account manager).
Monthly billing carries roughly a 20% premium over annual-equivalent pricing for Build ($125/mo monthly vs $100/mo annual-equivalent), but the published monthly Growth figure ($265/mo) is actually lower than the annual-equivalent Growth figure ($292/mo) — an inconsistency on the vendor's own pricing page, noted rather than corrected. AI-credit top-ups: 3,000 credits for $5, 7,000 for $10.
From the vendor's published pricing as of 26 Sept 2026. Confirm current prices with the vendor.