Overview
EquityList is a cap table and equity plan platform whose pricing page shows a regional selector alongside US-dollar prices. It is one of few vendors in this list to offer monthly as well as annual billing on its main plans, and it meters an AI assistant through monthly credit allowances, with top-ups of 3,000 credits for US$5 and 7,000 for US$10[18].
The Free plan covers ten stakeholders. Build covers 35 and Growth 50, with automatic per-stakeholder overage billing rather than a hard cut-off. The Growth plan includes a 409A valuation only when billed annually; monthly Growth customers buy it as an add-on. Valuations, IFRS reporting and scheme advisory are quoted separately from any plan[18].
EquityList advertises 50% off the first year for Y Combinator companies and free migration from Pulley or Carta[18]. Its pricing page does not give headquarters, founding year or customer numbers, so its scale cannot be compared with that of the vendors above.
EquityList features
- Monthly or annual billing
- Automatic overage instead of hard limits
- AI credits included per plan
- 409A on annual Growth
- IFRS reporting as a service
- Free migration from Pulley or Carta
EquityList pricing
Free: US$0, 10 stakeholders. Build: US$1,200 per year billed annually or US$125 per month, 35 stakeholders, +US$35 per year per extra stakeholder. Growth: US$3,500 per year billed annually or US$265 per month, 50 stakeholders, +US$50 per year per extra stakeholder. Enterprise: custom.
EquityList strengths and limitations
Strengths
- Monthly billing option
- Overage billing avoids forced upgrades
- Startup-programme discount
- Regional pricing selector
Limitations
- No company scale or HQ disclosed on pricing page
- 409A only on annual Growth
- AI features metered by credits
- Advisory and IFRS work quoted separately
Appears in
EquityList alternatives and competitors
Alternatives to EquityList: companies ranked in the same lists.
Carta
Ledgy
Fidelity Private Shares
Cake Equity
Mantle
Qapita
Eqvista
Astrella
Vestd
Morgan Stanley Bank, N.A.
Global Shares (J.P. Morgan Workplace Solutions)
Optio Incentives
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