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EquityList

Enterprise Resource Planning
Equity Management

Equity management software for global businesses

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EquityList

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About the EquityList

EquityList offers a robust, intuitive platform that simplifies the complexities of equity ownership, shareholder management, and compliance across geographies. It provides capabilities for real-time cap table maintenance, equity grants and ESOP management, 409A valuations, scenario modeling including waterfall exits, investor relations, document storage, and audit trails. The software supports multi-share-class management and enables seamless investor and employee access through secure portals. Designed to meet regulatory needs, EquityList facilitates tax reporting, board approvals, and cross-border equity transactions. It serves over 360 companies globally, managing equity stakes worth approximately $2 billion for more than 25,000 stakeholders.

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