Solutions

Managing equity should be simple.

Seven specialist services under one roof — from cap table setup and ESOP design to M&A advisory, valuation, and succession planning.

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50+
Companies served
₹5Cr+
Equity value managed
100%
Compliance record
15+
Years of expertise

Seven solutions. One team.

1 / 7
01 — Cap Table

Is your cap table
a spreadsheet mess?

Founders lose investor confidence when ownership records are outdated. You need one clean, always-accurate source of truth.

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What you get
Fully-diluted cap table
All share classes, rounds, and convertibles in real time
Dilution modelling
Pre & post-money scenarios before you sign a term sheet
MCA reconciliation
Always in sync with statutory registers automatically
One-click exports
Investor-ready reports in seconds, any time
02 — ESOP Planning

Is your ESOP policy
losing you talent?

A poorly designed ESOP confuses employees and creates tax headaches. We design plans that actually motivate people.

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What you get
Custom pool design
Right-sized ESOP pool with cliff and vesting strategy
Legally vetted docs
ESOP scheme, grant letters, board resolutions — all ready
Retirement linkage
Equity benefits structured to complement retirement plans
Employee portal
Every grantee sees their live stake, vesting, and value
03 — Equity Lifecycle

Are equity events
slipping through the cracks?

Grants, vesting, exercises, transfers, buybacks, exits — every event needs precise tracking or it becomes a liability.

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What you get
Grant management
Issue and track grants with digital letters and e-signatures
Vesting schedules
Time-based, milestone, and performance vesting supported
Exercise workflows
Cashless, cash, and net settlement — all covered
Exit handling
Automated lapse, accelerated vesting, and buyback flows
04 — Valuation

Is your valuation
holding up to scrutiny?

Tax authorities, investors, and auditors need different angles on the same number. We satisfy every one of them.

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What you get
Rule 11UA valuation
For ESOP perquisite tax — accepted by the IT Department
FMV for fundraising
Pre-money valuation reports for investor term sheets
Ind AS 102 reports
Share-based expense recognition for statutory accounts
5–7 day turnaround
By qualified CAs — never a bottleneck on your timeline
05 — M&A Advisory

Is your equity
deal-ready for diligence?

Messy cap tables and missing ESOP clauses kill deals at the last hour. We prepare your equity structure for every scenario.

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What you get
Waterfall modelling
Model payouts across all liquidation preferences
Data room prep
Cap table, ESOP docs, and registers investor-ready
ESOP acceleration
Single & double trigger clauses correctly structured
Diligence support
Respond to investor queries with clean, confident answers
06 — Shareholders Agreement

Is your SHA
protecting everyone fairly?

Vague SHAs cause disputes that destroy cap tables and relationships. We draft agreements that prevent conflict before it starts.

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What you get
SHA drafting & review
Tailored to your shareholder mix and company stage
Transfer restrictions
ROFR, ROFO, lock-ins drafted with clear mechanics
Tag & drag rights
Exit rights balanced between founders and investors
Anti-dilution clauses
Broad-based weighted average and full ratchet options
07 — Will & Transfers

What happens to equity
when life changes?

Death, incapacity, or divorce without a plan leaves equity in legal limbo for years. We document your wishes before they're needed.

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What you get
Will drafting
Legally enforceable wills specific to equity holdings
Nominee registration
Registered with RTA and company registers correctly
Probate-based transfers
Guided process from filing to final share transfer
Succession planning
Multi-generational wealth transfer without legal gaps
ESOP Planning

Turn options into real wealth for your team

Most ESOPs fail not because of bad intent but because of bad design. We build plans simple enough for employees to understand and robust enough to survive a fundraise, M&A, or tax audit.

  • Pool sizing calibrated to your funding stage and headcount growth
  • Cliff, vesting, and acceleration clauses aligned with retention goals
  • Employee communication — FAQs, workshops, and portal access included
  • Rule 11UA valuations bundled so tax obligations are never a surprise
Explore ESOP Planning
Equilay
ESOP Overview
AK
Overview
ESOP Plans
Grants
Vesting
Employees
Valuation
Total Options
12,50,000
↑ 6.4% this month
Employees
245
↑ 12 this month
FMV / Share
₹42
Rule 11UA certified
Options Pool
18.75%
−1.25% last month
Vesting Summary
75.8%
Vested: 2,45,600
Unvested: 79,250
Recent Grants
Rahul S.10,000Granted
Neha P.8,000Granted
Arjun M.6,000Pending
Priya S.5,000Draft
Cap Table Management

One source of truth. Zero surprises at the term sheet.

Investors walk away from deals because of cap table chaos. We build and maintain your cap table so it's always accurate, always reconciled with MCA records, and ready when due diligence starts.

Equilay
Cap Table
AK
Cap Table
ESOP Plans
Rounds
Investors
Reports
Compliance
Total Shares
1,25,00,000
Fully diluted
Shareholders
38
↑ 4 this round
Valuation
₹256 Cr
↑ 18.4%
MCA Status
✓ Synced
Updated today
Ownership Breakdown
45.2%
Founders
Founders 45.2%
Investors 32.1%
ESOP 15.8%
Others 6.9%
Shareholder Register
Kiran Agarwal35,00,000Founder
Sequoia India20,00,000Series A
ESOP Pool12,50,000Active
Angel Group6,87,500Seed
  • Fully-diluted view across all share classes, rounds, and convertibles
  • Automatic sync with statutory registers — no manual reconciliation
  • Pre/post-money scenario modelling before you sign anything
  • Investor-ready exports in PDF and Excel at any time
Explore Cap Table
M&A Advisory

Get your equity deal-ready before the call.

Deals collapse in diligence when equity records are messy. We clean your cap table, model the waterfall, and structure ESOP acceleration clauses — so you walk into every conversation with confidence.

  • Waterfall modelling across all liquidation preference scenarios
  • ESOP acceleration — single & double trigger correctly structured
  • Data room preparation: cap table, registers, and ESOP docs investor-ready
  • On-call support to answer diligence queries fast and accurately
Explore M&A Advisory
Equilay
M&A Waterfall
AK
Overview
Cap Table
M&A Model
Data Room
Documents
Reports
Deal Valuation
₹540 Cr
Pre-money
Exit Value
₹680 Cr
Post-money
Founder Return
₹307 Cr
↑ 45.2% share
ESOP Payout
₹85 Cr
Accelerated
Waterfall Distribution
Founders
Series A
ESOP
Seed
Others
Deal Timeline
Cap table verified
Jun 2, 2025
Data room ready
Jun 8, 2025
Investor diligence
Jun 15, 2025
Term sheet signing
Upcoming

Ready to get started?

Speak with our advisors. No commitments — just a clear picture of where your equity stands and what it could become.

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Ready to sort your equity?

Book a free 30-minute consultation with a specialist. No commitment, no pressure — just a clear picture of where your equity stands and what it could become.

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