From the first grant letter to final exit — Equilay manages every event in an equity holder's journey. Grants, vesting, exercises, transfers, buybacks, and exits — all on one platform, with every stakeholder kept in the loop.
What You Get
Equity events don't stop at granting options. Every vesting cliff, exercise window, transfer request, buyback programme, and exit event creates compliance obligations, stakeholder communications, and cap table updates — all of which need to be handled correctly and on time.
Equilay's Equity Lifecycle solution manages every one of these events end to end — automated workflows, real-time notifications, statutory documentation, and instant cap table sync — so nothing falls through the cracks.
The Full Journey
We manage every event — from the first day of employment to the final exit cheque.
Grant letters, board resolutions, ESOP register update, employee notification
Time-based, milestone, or hybrid vesting with automated cliff and tranche alerts
Employee-initiated requests, approval workflow, payment processing, share allotment
ROFR notices, consent letters, statutory transfer documentation, register update
Board-approved buyback programmes, shareholder offers, payment & register closure
Liquidation preference waterfall, payout calculations, final cap table reconciliation
Core Features
Each feature maps to a real compliance obligation or operational workflow in the Indian equity context.
Grant letters, board resolutions, and ESOP register entries generated automatically — compliant with the Companies Act and your ESOP plan rules, ready to sign in minutes.
Automated alerts for every vesting cliff, tranche, and milestone — sent to employees, HR, and finance at the right time, with the right numbers, every time.
Employees submit exercise requests through the portal. HR approves, finance processes payment, and the cap table updates automatically — no email chains, no manual work.
Transfer requests trigger ROFR notices to existing shareholders automatically. Approvals, rejections, and consent letters are generated and tracked in one place.
From board resolution to shareholder offer letters, acceptance tracking, and final payment — every step of a buyback programme is managed and documented end to end.
Every lifecycle event — grant, exercise, transfer, buyback — instantly reflects in the cap table. No batch updates, no manual reconciliation, no lag between event and record.
How It Works
We configure your workflows once — then every equity event runs automatically.
We review your existing ESOP plan, grant history, vesting schedules, and any pending events — mapping the full current state of your equity lifecycle.
We set up your grant, exercise, transfer, and buyback workflows on the platform — configured to your plan rules, approval hierarchy, and notification preferences.
Employees are onboarded to their equity portal — they can see their grants, vesting timeline, exercise options, and estimated value in real time.
Every new event — grant, cliff, exercise, transfer — is handled automatically. Your Equilay expert is available for any event that needs human judgement.
Who It's For
Equity lifecycle management touches HR, finance, legal, and employees — Equilay serves them all.
Run grants and manage vesting without chasing legal or finance. Employee communications, grant letters, and exercise approvals all flow through one simple workflow.
Exercise payments, Ind AS 102 expense schedules, and tax withholding calculations are computed automatically — exports ready for your auditors and accountants.
A clean, jargon-free portal shows each employee their grants, vesting timeline, estimated value, and exactly when and how they can exercise — no guesswork.
Every event generates the right documentation automatically — board resolutions, ROFR notices, transfer forms, and statutory register entries — all audit-ready.
Client Stories
Real results from companies managing their equity lifecycle on Equilay.
We used to dread exercise windows — chasing employees, calculating tax, updating the cap table manually. Equilay made the whole process automatic. Our last window closed with zero errors.
The employee portal changed how our team talks about equity. People actually check their vesting dashboard. They understand their stake. That engagement alone is worth the investment.
A transfer request used to take three weeks — legal, board approval, notice period, register update. Equilay compressed that to four days. The ROFR workflow alone saved us two rounds of back-and-forth.
Explore More
Equity Lifecycle is one of seven specialist solutions. Here's what else Equilay handles.
Book a free 30-minute consultation. We'll map out your current lifecycle and show you exactly how Equilay handles it.