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EquityList

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Company health

Employee growth
8% decrease in the last year
Web traffic
50% decrease in the last quarter
Financing
June 2023 - $2M

Ratings

G2
4.6/5
(110)

EquityList description

EquityList is a software platform designed to help businesses, particularly startups and growing companies, manage equity more efficiently. It provides tools for managing cap tables, issuing and tracking securities, administering employee stock options, and conducting valuation exercises. The platform aims to simplify equity management, improve transparency for stakeholders, and streamline fundraising processes. EquityList is used by companies in India, Singapore, and the US, offering features like digital share certificates and compliance with various regulations.


Who is EquityList best for

EquityList simplifies equity management for startups and growing businesses. It streamlines ESOP management, cap table administration, and valuation exercises. Users praise its intuitive interface and responsive customer support, while some note occasional system errors and complex manual onboarding. EquityList offers flexible pricing plans, including a free option for early-stage startups.

  • Ideal for startups and growing businesses managing ESOPs, from seed stage to IPO.

  • No industry-specific information available.


EquityList features

Type in the name of the feature or in your own words tell us what you need
Supported

EquityList supports ESOP management, including setup, grants, and vesting schedules.

Supported

EquityList supports shareholder tracking with cap table management and tools for managing shareholder information.

Supported

EquityList provides tools to manage company capitalization tables.

Supported

EquityList supports equity compliance reporting through its equity management and advisory services.

Supported

EquityList generates audit-ready valuation reports within five days.

Qualities

We evaluate the sentiment that users express about non-functional aspects of the software

Value and Pricing Transparency

Strongly positive
+1

Customer Service

Strongly positive
+1

Ease of Use

Strongly positive
+0.87

Reliability and Performance

Rather negative
-0.33

Ease of Implementation

Rather positive
+0.62

EquityList reviews

We've summarised 91 EquityList reviews (EquityList G2 reviews) and summarised the main points below.

Pros of EquityList
  • Excellent and responsive customer support, praised for swift problem-solving
  • User-friendly interface and intuitive platform design
  • Efficient onboarding experience
  • Comprehensive ESOP management features, including automated grant letters
  • Flexible pricing plans suitable for various startup sizes
Cons of EquityList
  • Occasional system errors and bugs reported
  • Manual onboarding process can be complex
  • Data upload may require edits and time
  • Limited customization for grant letter templates

EquityList pricing

The commentary is based on 6 reviews from EquityList G2 reviews.

EquityList offers flexible pricing suitable for startups of all sizes, with one reviewer even mentioning it's currently free. This makes ESOP and cap table management accessible and cost-effective, a major benefit for those seeking equity management solutions.

Users sentiment

Strongly positive
+1

See the EquityList pricing page.

  • EquityList has a free plan.

Seed

Custom

Track cap table, options pool, and send updates.

Rise

Custom

Issue securities and provide dashboards to stakeholders.

Scale

Custom

Handle advanced equity and compliance workflows.

Enterprise

Custom

Get managed services and a tailored experience for all operations.


EquityList alternatives

  • Logo of Carta
    Carta
    Wider industry recognition and adoption. Has significantly more momentum. More user-friendly. Rated higher by users. Customer support is a common complaint. Pricing is considered expensive and unclear.
    Read more
  • Logo of Aumni
    Aumni
    Better for venture capital and investor portfolio management. Has more momentum and positive reviews on G2 and Glassdoor. Users love the automated reporting and due diligence features. A strong EquityList competitor and alternative.
    Read more
  • Logo of Qapita
    Qapita
    Better for publicly traded companies. Has a liquidity marketplace. Is growing faster in terms of web traffic and employee growth on LinkedIn. Higher rated by users. More positive pricing sentiment. Provides better customer service, ease of use, reliability, and implementation.
    Read more
  • Logo of NMI MRM
    NMI MRM
    Better for payment processors needing merchant management. G2 rates it 4.6/5. Users appreciate the centralized platform and API integrations but dislike the V2 UI and complex configuration.
    Read more
  • Logo of WOWS ESOP
    WOWS ESOP
    Better for small to medium businesses with a focus on ESOPs. Good for Education, Media & Entertainment, Software, IT & Telecommunications and Professional Services. WOWS ESOP has higher ratings and is considered easy to use with excellent customer support, although some users find the pricing expensive. A strong EquityList alternative for basic ESOP management.
    Read more
  • Logo of AlphaSense
    AlphaSense
    Better for market intelligence and competitive analysis. Geared towards larger enterprises and financial institutions. AlphaSense has more momentum than EquityList. AlphaSense users praise the AI-powered search and data coverage.
    Read more

EquityList FAQ

  • What is EquityList and what does EquityList do?

    EquityList is an equity management platform for startups and growing companies. It streamlines cap table management, ESOP administration, and valuation exercises. EquityList simplifies equity processes, improves stakeholder transparency, and aids fundraising, offering digital share certificates and regulatory compliance.

  • How does EquityList integrate with other tools?

    EquityList integrates with several tools to enhance its functionality. While specific integrations aren't detailed, its open API facilitates connections with payroll, HRIS, and cap table management software. This allows for streamlined data flow and enhanced equity management.

  • What the main competitors of EquityList?

    Key competitors to EquityList include Carta, Qapita, and Cake Equity. These platforms offer similar equity management solutions for startups and growing businesses, including cap table management, ESOP administration, and investor relations tools.

  • Is EquityList legit?

    EquityList appears to be a legitimate platform, boasting a user-friendly interface and robust ESOP management features. However, potential users should be aware of occasional system errors and a potentially complex manual onboarding process. A 4.6/5 rating from 91 G2 reviews suggests overall user satisfaction.

  • How much does EquityList cost?

    EquityList pricing is custom for all plans (Seed, Rise, Scale, and Enterprise) depending on your company's needs. However, they do offer a free plan for early-stage startups with under 25 stakeholders. Contact EquityList for a quote to determine if their product is worth the cost for your business.

  • Is EquityList customer service good?

    EquityList's customer service receives overwhelmingly positive feedback. Users consistently praise the support team's responsiveness, helpfulness, and efficiency in resolving issues. The quick onboarding process and readily available assistance are frequently highlighted.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.