# EquityList Reviews **Vendor:** EquityList **Category:** [Equity Management Software](https://www.g2.com/categories/equity-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 117 ## About EquityList EquityList is an equity management platform for modern companies. We give founders and employees the tools and insights to make smarter decisions about their equity and ownership. Cap table management: Manage your cap table seamlessly and invite investors to accurately track the company's valuation history, store share classes, and digital certificates, and conduct valuation exercises. You can model fundraising scenarios and waterfall exits. ESOP/SAR/RSU management: Administer and manage your company's stock options plans with ease and invite employees and partners for a transparent ownership experience. Fundraise workflows: Raise capital efficiently and smartly by using EquityList's fundraising workflows. Equity advisory: Leverage the expertise of a decade's worth of experience in creating industry-best equity award schemes. Valuation reports: Get your company's valuation exercise (like 409A, HMRC, and more) done by the industry’s best valuers or merchant bankers. Multi-entity management: Simplify complex cross-border shareholding for subsidiaries, manage put-call structures, and visualize dilution from a single dashboard. Get onboarded in less than 24 hours. 400+ companies across India, the US, APAC, and MENA manage their equity operations with EquityList. Learn more at https://www.equitylist.co/ ## EquityList Pros & Cons **What users like:** - Users appreciate the **ease of use** of EquityList, praising its intuitive setup and effective employee management. (13 reviews) - Users highlight the **ease of equity management** with EquityList, appreciating its automation and expert onboarding experience. (7 reviews) - Users appreciate the **dashboard presentation** of EquityList, which simplifies equity management and enhances user experience. (6 reviews) - Users praise the **user-friendly interface** of EquityList for its intuitive design and seamless access to important information. (6 reviews) - Users appreciate the **intuitive dashboard presentation** of EquityList, enjoying its clarity and comprehensive access to equity information. (5 reviews) - Users commend the **excellent customer support** of EquityList, noting helpful and responsive assistance during implementation. (4 reviews) - Users praise the **helpfulness of the EquityList team** , appreciating their support during onboarding and ongoing management. (4 reviews) - ESOP Management (3 reviews) - Knowledge (3 reviews) - Onboarding (3 reviews) **What users dislike:** - Users note the **limited features** of EquityList, expressing a desire for additional functionality and status options. (2 reviews) - Users find the **navigation confusing** , suggesting that improvements could enhance their overall experience with EquityList. (2 reviews) - Users experience **difficult setup** when adding employee documents, as reordering requires removing and re-uploading existing files. (1 reviews) - Users feel that the **overall platform cost** and services of EquityList are somewhat high. (1 reviews) - Users face occasional **technical issues** , encountering bugs that require assistance to resolve, impacting their workflow. (1 reviews) ## EquityList Reviews ### 1. Commendable platform for ESOPs management and Cap table **Rating:** 5.0/5.0 stars **Reviewed by:** Riya M. | Executive-Founder's office, Mid-Market (51-1000 emp.) **Reviewed Date:** July 05, 2025 **What do you like best about EquityList?** Team is really supportive which makes everything easier for me always, and on equity list we get what we wanted as a platform, which is amazing! All the unique features it has makes it one of the best and user friendly platform. **What do you dislike about EquityList?** As such nothing is dislikable in the platform, those are just things which team is already working upon, that's a step by step thing! **What problems is EquityList solving and how is that benefiting you?** Managing ESOPs and cap table manually and bringing all the data at one place ### 2. Outstanding Instant Support Sets Them Apart **Rating:** 5.0/5.0 stars **Reviewed by:** Yash G. | Head of Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2025 **What do you like best about EquityList?** Their instant support on meets and the ease of dashboard **What do you dislike about EquityList?** Nothing till date. Hope it remains the same **What problems is EquityList solving and how is that benefiting you?** Esops ### 3. Best **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2025 **What do you like best about EquityList?** he software is incredibly user-friendly, making it easy for ESOP **What do you dislike about EquityList?** The portal seems to be working well for us, and that's great **What problems is EquityList solving and how is that benefiting you?** The portal seems to be working well for us, and that's great ### 4. Great onboarding experience & ease of use of platform **Rating:** 5.0/5.0 stars **Reviewed by:** Anirudh G. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2024 **What do you like best about EquityList?** Tool solves what we were looking for - ESOP pool management with transparency **What do you dislike about EquityList?** Data upload end up going through a series of edits and ends up taking a fair bit of time **What problems is EquityList solving and how is that benefiting you?** Transparency for employees of their ESOPs & vesting ### 5. Reliable, Customisable & User-friendly solution for ESOP & Captable management **Rating:** 5.0/5.0 stars **Reviewed by:** Snehanshu G. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2024 **What do you like best about EquityList?** EquityList has been an invaluable tool for our cap table and ESOP management needs. The platform is highly customizable, accommodating our specific requirements, including those related to an India-US company structure. It allows us to efficiently manage complex ESOP processes and keep our cap table organized, all within a user-friendly interface. Additionally, the team at EquityList has been incredibly supportive and responsive. They took the time to understand our needs and implemented the solution seamlessly, ensuring it integrated well with our operations. **What do you dislike about EquityList?** While the platform meets most of our needs, some advanced features could be made even more intuitive, especially for companies managing both India and US-specific requirements. However, the EquityList team is very open to feedback and has been proactive, which has been great. **What problems is EquityList solving and how is that benefiting you?** EquityList is helping us with two major requirements: cap table organization and ESOP management for a company structure spanning India and the US. Prior to using EquityList, managing these aspects was time-consuming and error-prone due to the complexity of our requirements. With EquityList, we now have a centralized, organized system that simplifies tracking different equity instruments, managing vesting schedules, and staying compliant with required regulations. The dashboard available to the individual ESOP holders has brought in a great amount of transparency so that the employees can check status of their ESOPs anytime, without depending on anyone.The platform's flexibility to cater to our specific needs has also been a huge advantage, making it a valuable part of our operational toolkit. ### 6. Streamlined **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Biotechnology | Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2025 **What do you like best about EquityList?** The platform is intuitive and helps us stay organized. Also our POC person was so helpful. **What do you dislike about EquityList?** I don’t dislike anything about the platform—it’s easy to use, works well, and does everything I need without any issues or confusion. **What problems is EquityList solving and how is that benefiting you?** EquityList helps us solve the complexity of managing our ESOPs. ### 7. Choose Equitylist **Rating:** 5.0/5.0 stars **Reviewed by:** Abhishek V. | Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 29, 2024 **What do you like best about EquityList?** The most useful features of the Equitylist is the Dashboard presentation. It's very presentable and covers almost everything what can be a part of the share capital. **What do you dislike about EquityList?** There are still some features that can be offered by Equitylist. Such as the status of the share certificates shows cancelled for the transferred shares, it's better to have "transferred" as a status. **What problems is EquityList solving and how is that benefiting you?** Keeping the records physically for statutory compliance requirements is prone to the mistakes and Equitylist provides the perfect solution for it. Having more numbers of members can create communication process a bit difficult, Equitylist has features which helps in the same a lot, saving time and efforts with expected output. ### 8. A good product with an equally dedicated and capable team **Rating:** 5.0/5.0 stars **Reviewed by:** Akanksha G. | Director-HR and people, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2024 **What do you like best about EquityList?** We’ve been using Equity list as our employee ESOP management platform, and it has been an incredible experience for us. The platform is really simple and easy to navigate, making it effortless to handle multiple aspects of equity management for both our company and our investors. From setting up grants to managing vesting schedules, everything is streamlined and intuitive. What really stands out is the dedicated team behind the platform. They provided seamless onboarding, and their technical support has been nothing short of exceptional. They’re knowledgeable, responsive, and always ready to help with any questions we have. Overall, the platform has made equity management stress-free, and I highly recommend it to any company looking for a reliable, user-friendly solution. **What do you dislike about EquityList?** We really don't have much complaints or suggestions as of now. Really contended with the product. **What problems is EquityList solving and how is that benefiting you?** I think Equity list caters to every aspect of equity mangement right from allotment, vesting cycle, buy, sell, to exercising post exit etc. So it provides us a compete curated and manageable cycle for our emplyoees. ### 9. Very Good **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2025 **What do you like best about EquityList?** Quick response time, available even during office hours. Easy to use. easy to implement **What do you dislike about EquityList?** Expecting that some points during sale is implied that application cost is incremental every year by a certain % when the talk was that there would be no change in cost for next 5 years. **What problems is EquityList solving and how is that benefiting you?** We are using it for basic requirements at this point of time ### 10. I find EquityList a very intuitive tool **Rating:** 4.5/5.0 stars **Reviewed by:** Tanisha G. | Associate Director - People Success, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2024 **What do you like best about EquityList?** My experience working with Bhumika has been truly outstanding. She is incredibly approachable and always willing to help—literally just a message away. On several occasions, she’s gone out of her way to assist with urgent requests, even outside of working hours, and I’m truly grateful for that. It’s been a pleasure interacting with her. **What do you dislike about EquityList?** I did encounter a few bugs while using the tool. While none of them were major issues, I did get stuck on some features and had to reach out to Bhumika for assistance. She was able to get the issues resolved within a few hours. **What problems is EquityList solving and how is that benefiting you?** Easy access and visibility to employees for their grants, vesting schedules, value of grants ### 11. The team has helped us from query generation till portal access & demo process. **Rating:** 3.5/5.0 stars **Reviewed by:** Taniya M. | HR Generalist, Small-Business (50 or fewer emp.) **Reviewed Date:** November 29, 2024 **What do you like best about EquityList?** 1. User Friendly 2. Support during Onboarding 3. Good Cost Model for startups 4. Excellent demo by ops team **What do you dislike about EquityList?** Inform about the contact details of the relevant SPOCs and their responsibilities via email to ensure clients can easily connect with the right person for specific tasks, enabling smooth communication. **What problems is EquityList solving and how is that benefiting you?** Equity list helps us generate online grant letters, simplifying the issuance process. Additionally, it makes tracking the ESOP pool easier from an admin perspective. For employees, the company no longer needs to manually calculate the vesting schedule or share it with them—it’s automated, which is fantastic. Looking forward to having good connect with the team for any queries or support. ### 12. Great to work woth people **Rating:** 5.0/5.0 stars **Reviewed by:** Unni K. | Senior Manager - Accounts, Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2025 **What do you like best about EquityList?** It gives me dashbord view of the CAP & SAFE along with details **What do you dislike about EquityList?** No dislikes, everything there as needed. **What problems is EquityList solving and how is that benefiting you?** It helps in presenting the CAP and SAFE to exisiting and upcoming stake holders ### 13. The platform is very useful and the support we receive from the team is just awesome **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2025 **What do you like best about EquityList?** The concept, the platform is very user friendly **What do you dislike about EquityList?** I faced difficulty while adding an employee's document to the data room. Documents can only be added at the bottom, not in the middle of the order. To place a new document in the middle, I would have to remove the already uploaded documents and re-upload them. **What problems is EquityList solving and how is that benefiting you?** NA ### 14. Good experience with EquityList **Rating:** 4.0/5.0 stars **Reviewed by:** Sagar V. | Finance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about EquityList?** EquityList UI & UX is simple and easy to use. The product implementation and customer support was also reachable and supportive. **What do you dislike about EquityList?** Few basic things are not available in the tool yet and I have informed about the same to their team too. Hope to get those resolved in near future. **What problems is EquityList solving and how is that benefiting you?** Easy management of cap table ### 15. User Journey **Rating:** 5.0/5.0 stars **Reviewed by:** Chethan S. | Co-Founder & Chief Operations Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2024 **What do you like best about EquityList?** Equitylist platform is Very Comprehensive & User Friendly with required guidelines incorporated within. Very Impressed!! **What do you dislike about EquityList?** Nothing that i have experienced in the last 2 years. **What problems is EquityList solving and how is that benefiting you?** Our End to End Equity Management, Gives understanding & Visibility about ESOP & its progress to our employees, ### 16. Great customer support **Rating:** 4.5/5.0 stars **Reviewed by:** Akash K. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2024 **What do you like best about EquityList?** The support response time: Whenever there was an issue or the need for guidance, the assigned representative was very responsive and came on a call to help/guide us. They were also very flexible with the required changes in the platform. **What do you dislike about EquityList?** Nothing as such, they are a fast-growing startup and working closely with customers to fulfil their needs. They might not have all the features but there is a willingness to work with customers and add required features. **What problems is EquityList solving and how is that benefiting you?** The entire equity management is becoming seamless and saving crazy amount of time for the entire team. ### 17. Very effective piece of software will definitely suggest to other founders **Rating:** 5.0/5.0 stars **Reviewed by:** Rohit A. | Director HR, Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2024 **What do you like best about EquityList?** Managing esop grants is not easy in India, while intent is there a lot of founders end up not managing these things properly, Equitylist automates and keeps things in order, more than anything I loved the on-boarding experience **What do you dislike about EquityList?** I don't ssee major donwsides, so far so good. **What problems is EquityList solving and how is that benefiting you?** Automating my ESOP grant management, generating grant letters, showing real time vesting tables to my employees ### 18. Nice **Rating:** 4.5/5.0 stars **Reviewed by:** Shagun B. | Manager - HR & Admin, Mid-Market (51-1000 emp.) **Reviewed Date:** November 24, 2023 **What do you like best about EquityList?** Reducing the manual work by updating the data on software **What do you dislike about EquityList?** There is no cons in the software and all is perfect. **What problems is EquityList solving and how is that benefiting you?** Reducing manual mangement of ESOP's ### 19. One of the most beautiful SaaS tools in the world! **Rating:** 5.0/5.0 stars **Reviewed by:** Sahil T. | Business and Partnerships, Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about EquityList?** EquityList makes it extremely easy for companies to manage their equity, cap table, investor relations, employee expectations, and so much more. It is one tool that has only managed to get better over time - not just with the existing functionalities but also with introducing new features. **What do you dislike about EquityList?** There is not one thing that I can think of. **What problems is EquityList solving and how is that benefiting you?** Equity management, cap tables, investor relations, fundraise planning and modelling, Employee relations, and more ### 20. good **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about EquityList?** User-Friendly Interface: It has an intuitive dashboard that simplifies employee stock options.The platform gives employees easy access to understanding their equity position, vesting schedules, and other benefits, creating transparency and trust. **What do you dislike about EquityList?** ################################################# **What problems is EquityList solving and how is that benefiting you?** The platform gives employees easy access to understanding their equity position, vesting schedules, and other benefits, creating transparency and trust. ### 21. Seamless Cap Table Management with Top Notch Service **Rating:** 5.0/5.0 stars **Reviewed by:** Sid B. | Host, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2024 **What do you like best about EquityList?** Ease of use, top class customer service, they helped me set up the ESOP scheme and also helped all the way through to setting up the app. Highly recommended! **What do you dislike about EquityList?** As a beginner, it was hard to make sense of the different settings but their customer success helped throughout. **What problems is EquityList solving and how is that benefiting you?** Cap table management and ESOP creation ### 22. Great tool for ESOP and Cap table Management **Rating:** 5.0/5.0 stars **Reviewed by:** Gurpreet K. | General Manager-Secretarial, Mid-Market (51-1000 emp.) **Reviewed Date:** September 23, 2024 **What do you like best about EquityList?** The features, functionality as well as the ease with which exact data migrated from another tool. **What do you dislike about EquityList?** Nothing to dislike about EquityList. All good work! **What problems is EquityList solving and how is that benefiting you?** It is helping in managing the complex cap table and esop structure. ### 23. Equitylist review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about EquityList?** 1. Easy to use 2. Has almost all the features one would need for a standalone product **What do you dislike about EquityList?** Don't see a downside was a small set up like ours. At scale , probably would be useful if it integrates to HRMS tools **What problems is EquityList solving and how is that benefiting you?** Visibility to employees about their equity options ### 24. Amazing experience working with Equity List team **Rating:** 5.0/5.0 stars **Reviewed by:** Sharath S. | Parker, Mid-Market (51-1000 emp.) **Reviewed Date:** September 02, 2024 **What do you like best about EquityList?** The platform is incredibly intuitive, making it easy for both administrators and employees to navigate. Key features like cap table management, option grants, and vesting schedules are seamlessly integrated. **What do you dislike about EquityList?** There is nothing to dislike about Equity List **What problems is EquityList solving and how is that benefiting you?** COnsent from Shareholders, ESOP management, Vesting schedules, Visibility to stakeholders. Equity list is an incredible platform which has all these features and more. The support team has been exceptionally responsive and helpful, providing valuable resources for onboarding and addressing any questions we had. ### 25. One of Best solution for Investors management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2024 **What do you like best about EquityList?** Love how they have created a intuitive platform for Investors management, ESOPs management. You name it and the feature is available. I have rated it as 9 because it still has minor gaps here and there to be a perfect 10. But no complaints so far. **What do you dislike about EquityList?** Certain features are missing but this is fine, team is great and I'm sure they'll take all the requests and add them super soon **What problems is EquityList solving and how is that benefiting you?** Transparancy, streamline communications and easy to administer ### 26. It was good **Rating:** 4.5/5.0 stars **Reviewed by:** Ankit K. | ceo, Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2024 **What do you like best about EquityList?** Easy access to grant management. That's all **What do you dislike about EquityList?** Nothing as of now. Yet to use the platform to that extent. **What problems is EquityList solving and how is that benefiting you?** Management of ESOPs ### 27. Great onboarding and smooth experience so far **Rating:** 5.0/5.0 stars **Reviewed by:** Johan D. | SVP Finance, Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about EquityList?** Good UI. Intuitive to use, Had a smooth transition from our previous platform and easy access to their team members for trouble shooting. **What do you dislike about EquityList?** Nothing till date, been pretty happy so far **What problems is EquityList solving and how is that benefiting you?** NA ### 28. ESOPs Management - EquityList **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2024 **What do you like best about EquityList?** Easy to use. Implementation is easy. User friendly from employee and admin's point of view. Good customer service. **What do you dislike about EquityList?** None at the moment, I have been using it for last 2+ years. **What problems is EquityList solving and how is that benefiting you?** ESOPs Management. SAR Management. ### 29. Smooth and easy to work **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2024 **What do you like best about EquityList?** EquityList is very user friendly tool and easy to adopt. The resolution from the customer success team of EquityList is also very quick. Tool integration is also easy and smooth. **What do you dislike about EquityList?** Nothing that clicks my mind as of now. So I will Skip this question. **What problems is EquityList solving and how is that benefiting you?** EquityList has created an ease for us as an organization to manage our equity. It have easen our members life as they get all the information clearly on the tool itself. ### 30. Professional and friendly team **Rating:** 5.0/5.0 stars **Reviewed by:** Soundarya K. | Company Secretary, Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2024 **What do you like best about EquityList?** The response time is very fast. All are clear about the services offered. Ease of use. **What do you dislike about EquityList?** User navigation could be better. Nothing else. **What problems is EquityList solving and how is that benefiting you?** ESOP ### 31. Equitylist for ESOPs and Cap Table **Rating:** 5.0/5.0 stars **Reviewed by:** Nishanth S. | Founder's Office, Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2024 **What do you like best about EquityList?** First, They had a good team around business, support and implmentation. When it comes to implemenation Amit who was POC, went a step ahead to check if everything is okay and helped with complete implementation, even came on call whenever I required. **What do you dislike about EquityList?** I don't think so anything far, But it will be great if UI/UX can be much more interactive and easier **What problems is EquityList solving and how is that benefiting you?** It helped me to organize Cap Table, whol ESOPs managment form issuing letters, signing and all documentation. ### 32. Great onboarding experience **Rating:** 5.0/5.0 stars **Reviewed by:** Parthiv K. | Chief of Staff, Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2024 **What do you like best about EquityList?** They are domain experts when it comes to cap tables and equity management. Loved the whitegloved onboarding and very patient with the innumerable number of questions we had as a team **What do you dislike about EquityList?** Would be great to have more webinara for the team to join **What problems is EquityList solving and how is that benefiting you?** Solves for easy esop management ### 33. Delightful experience working with Bhumika & team **Rating:** 5.0/5.0 stars **Reviewed by:** Sanidhya N. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2024 **What do you like best about EquityList?** Swift support from the team, an easy-to-navigate tool, and many customization options. I'm excited about upcoming features like consolidated cap tables, which will be very useful for multi-country entities. **What do you dislike about EquityList?** If grant letter template customization is available on tool, would add value. **What problems is EquityList solving and how is that benefiting you?** Sharing Cap Tables with investors. Managing ESOPs ### 34. The implementation team understood our needs and efficiently assisted us in organizing the data. **Rating:** 5.0/5.0 stars **Reviewed by:** Jatin P. | Director HR, Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2024 **What do you like best about EquityList?** The service provided was highly expeditious, greatly enhancing our experience. **What do you dislike about EquityList?** I don't have any feedback at the moment; I'll be able to provide an answer after using the product more extensively. **What problems is EquityList solving and how is that benefiting you?** The platform has made managing our ESOPs incredibly convenient, providing a user-friendly solution for effectively handling ESOPs data. ### 35. A Comprehensive Analysis **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua Victor A. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2024 **What do you like best about EquityList?** EquityList excels in facilitating seamless equity distribution, boasting user-friendly features, swift onboarding, and exceptional customer support. It's a comprehensive solution beyond ESOPs, streamlining document management and investor requirements. **What do you dislike about EquityList?** EquityList meets simple requirements, minimal issues, but manual onboarding complexities. Data upload may require edits and time. **What problems is EquityList solving and how is that benefiting you?** Just wanted to share my thoughts on how EquityList is making a big difference for me. First off, it's been a game-changer in managing ESOPs efficiently – saving me tons of time and hassle. Creating grant letters? Super smooth now, thanks to the automated process. And let's talk about communication – it's way more transparent with everyone on the same page about stock options. I can't forget to mention the reporting tools – they're helping me analyze ESOP performance and stay on top of regulatory stuff. Honestly, it's like having a personal assistant for all things equity-related. Cheers to EquityList for solving these headaches and making my life easier! ### 36. Simple and gets the job done **Rating:** 4.5/5.0 stars **Reviewed by:** Param S. | Program Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2024 **What do you like best about EquityList?** Good UX and customer support, easy to setup. **What do you dislike about EquityList?** Little overwhelming at the start, due to the nature of the work itself. **What problems is EquityList solving and how is that benefiting you?** Equity management ### 37. Easy to use Platform and Very good support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Electronics | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2024 **What do you like best about EquityList?** Platform is easy to use and setup. Support team is always there to help. **What do you dislike about EquityList?** Overall platform cost and services are slightly on the expensive side. **What problems is EquityList solving and how is that benefiting you?** Monthly investor updates and captable management ### 38. Highly recommended for its simplicity, smooth transition, and fantastic support team **Rating:** 5.0/5.0 stars **Reviewed by:** Chithra R. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2023 **What do you like best about EquityList?** The entire experience was nothing short of exceptional. Transitioning to EquityList was a breeze. The platform's straightforward design ensured a hassle-free migration process, minimizing any disruptions and also the platform offers insightful reports that greatly enhance the entire process. EquityList team was outstanding throughout the process. They were always available, even with our tight schedules. Need a straightforward ESOP platform with excellent support, EquityList is the way to go. Highly recommended for its simplicity, smooth transition, and fantastic support team! - The platform's straightforward design - Stands out with its ability to generate comprehensive reports. - The user-friendly interface allows even non-technical users to create detailed reports effortlessly - Nishita and team involved in our transition did an outstanding job **What do you dislike about EquityList?** There isn't anything that I dislike about EquityList. I find the platform incredibly useful and user-friendly as of now **What problems is EquityList solving and how is that benefiting you?** Managing the etnire ESOP process, management etc ### 39. A well thought out product for ESOP and Cap Table Management **Rating:** 5.0/5.0 stars **Reviewed by:** Sharat K. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2024 **What do you like best about EquityList?** Equitylist is priced very flexibly to support startups of different sizes and net worth. Onboarding team was amazing and very prompt in taking us live. UI is very intuitive. **What do you dislike about EquityList?** No particular downside at this point. Covered all scenarios for our current state. **What problems is EquityList solving and how is that benefiting you?** ESOP administration. Notifying all employees and giving them a dashboard. ### 40. Great product. Supportive team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about EquityList?** Handles complications. Dashboards. Offline support for early users **What do you dislike about EquityList?** Feels like features are a bit confusing. Simpler navigation can help **What problems is EquityList solving and how is that benefiting you?** aLL equity at one place ### 41. Excellent **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2024 **What do you like best about EquityList?** Easy to use and manage employees and give very transaprent information. **What do you dislike about EquityList?** nil................................................ **What problems is EquityList solving and how is that benefiting you?** ESOP and cap table management ### 42. Smart and Crisp **Rating:** 4.5/5.0 stars **Reviewed by:** Arnab R. | DIRECTOR, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2024 **What do you like best about EquityList?** Guidance and customer support were very good. Easily integrated. **What do you dislike about EquityList?** It took some time to come to an agreement **What problems is EquityList solving and how is that benefiting you?** Being, a technical founder; this completely takes off all the headaches of implementing an industry standard practice. ### 43. Pristyn Care Review **Rating:** 5.0/5.0 stars **Reviewed by:** Uzma B. | Assistant General Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 01, 2023 **What do you like best about EquityList?** User friendly and prompt is solving queries **What do you dislike about EquityList?** System errors and bugs are very frequent **What problems is EquityList solving and how is that benefiting you?** Online dashboard, easy access, prompt customer service ### 44. Go to product for the ESOP management **Rating:** 5.0/5.0 stars **Reviewed by:** Yaswanth G. | Head of People, Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2024 **What do you like best about EquityList?** A great platform to manage the ESOP flow internally - from issuing grants, cap table management etc. Onboarding is quite easy and team is very helpful. Platform is very easy to navigate and easy to use. Moving from other platform is a tedious taks, but EL team made it very easy. **What do you dislike about EquityList?** No complaints at all, overall very satisfied. **What problems is EquityList solving and how is that benefiting you?** Equitylist is go to platform for my ESOP management. Generating customised reports, granting letters, managing cap table, etc all can be done at few clicks. It saves us an ample of time by streamlining the entire workflow. ### 45. The team customer success team has been really supportive and prompt. Esp Sree has been helpful **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2023 **What do you like best about EquityList?** Reporting feature is really helpful and easy to use. and the CS support **What do you dislike about EquityList?** They can bring some enhanced features like approval option at the time of company signing . Otherwise they doing well **What problems is EquityList solving and how is that benefiting you?** Helps us to keep a track of Equity options given to employees and helps to mainatin easy records ### 46. Flawless onboarding and intutive UI and UX **Rating:** 4.5/5.0 stars **Reviewed by:** Shreshth B. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2023 **What do you like best about EquityList?** The onboarding was very flawless with very almost no back and forth. Apart from that, the product is built to keep things simple and easy to understand. **What do you dislike about EquityList?** Nothing as of now. Very happy with not just the product but with the team as well. **What problems is EquityList solving and how is that benefiting you?** Prior to EquityList, we were managing our captable on Excel Sheets which became cumbersome as number of stakeholders increased. With the intention of solving for that problem, we went ahead with EquityList. Moving forward will be using the product for it's other features such as data rooms, ESOPs management etc. ### 47. Making equity management simple and quick **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2024 **What do you like best about EquityList?** - EquityList sticks to the basics and makes things easy for it's customers - UI and workflows are simple to understand and use - Account management team is swift with their TAT and provide the best resolutions to our queries **What do you dislike about EquityList?** - No setbacks as yet because we have recently been onboarded **What problems is EquityList solving and how is that benefiting you?** - Our employees are able to understand Equity in a better way, thanks to the UI - As administrators, we can geenrate and disburse grants swiftly ### 48. Equitylist - Comprehensive offering and helpful folks **Rating:** 5.0/5.0 stars **Reviewed by:** Amey S. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2024 **What do you like best about EquityList?** It covers all aspects of managign ESOPs. Team is always available and helpful for guidance. **What do you dislike about EquityList?** Nothing as such. It covers ground as a SaaS to manage ESOPs. **What problems is EquityList solving and how is that benefiting you?** ESOP Granting for Company and Platform for Employees. ### 49. Very smart App for the ESOP management market **Rating:** 4.0/5.0 stars **Reviewed by:** Bala V. | Enterprise (> 1000 emp.) **Reviewed Date:** January 11, 2024 **What do you like best about EquityList?** It was a very smooth experience to how it was setup along with implementing the tool. The way the tool interrogates ESOPs and shareholders is very smart. Makes you want to use the tool more to get a kick out of it. **What do you dislike about EquityList?** Overall not facing any issues. But a bit worried about the data getting recorded, but I'm sure it is very confidential. **What problems is EquityList solving and how is that benefiting you?** It mainly helps in solving the management of how we interpret Equity of how it also increases efficiency. If there is an AI that is implemented for this, way better tool hands down. ### 50. Good Product & Great on-boarding experience **Rating:** 5.0/5.0 stars **Reviewed by:** Abhishek P. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2023 **What do you like best about EquityList?** We had to shift our ESOP platform as our earlier platform was shutting down its India operations in 2 days. That's when I heard of Equity List. They gave a quick demo and the product looked great and was better than our previous platform. And the on-boarding on Equity List was a breeze. We had exported all our data and the platform was up & running within 24 hours. Kudos to their customer support. Hoping the journey further will be as good as the beginning. **What do you dislike about EquityList?** So far so good. Meets all our requirements which are not complex. **What problems is EquityList solving and how is that benefiting you?** Managing & tracking my ESOP pool and grants. More so, providing a platform for employees to login and check on an easy to use interface their ESOPs, vesting schedule etc. - [View EquityList pricing details and edition comparison](https://www.g2.com/products/equitylist/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-01+06%3A17%3A20+-0500&secure%5Bsession_id%5D=fee078cf-aaf7-4fda-8c1e-cd3376d12515&secure%5Btoken%5D=9eb9a7125b412cef395c15b344530cf94d1cf3f8b898c6194058ad633796d2a2&format=llm_user) ## EquityList Features **Platform Basics** - Reporting **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Platform Data** - Visualization - Platform Search - Dashboard **Platform Content** - File Sharing **Platform Additional Functionality** - Cap Table - 409a - Equity Governance **Agentic AI - Equity Management** - Autonomous Task Execution ## Top EquityList Alternatives - [Qapita](https://www.g2.com/products/qapita/reviews) - 4.6/5.0 (311 reviews) - [Carta](https://www.g2.com/products/carta-carta/reviews) - 4.4/5.0 (228 reviews) - [Remote](https://www.g2.com/products/remote/reviews) - 4.5/5.0 (3,292 reviews)