Equity Management Solution for ESOPs & Cap Table

From Strategy to Wealth Creation: Your Partner for the ESOP Journey

Advisory
Equity Management
ESOP Financing
ESOP Liquidation
Cap table Management

Equity Plan Design & Implementation
Let Xumane Equity's expert team create customized equity schemes that align with your company's objectives
Plan Review and Compliance
Optimize your existing stock option schemes that aligns with growth and industry best practices
Feasibility Study and Benchmarking
Assess the cost-benefit ratio of your equity plan, meet legal standards, and get valuations for global companies
Tax Advisory
Perform equity plan tax assessments, identify potential tax-saving strategies, and stay compliant

Discover Advisory Services

Stock Option Grant Letter
Leverage Pre-built grant letters, auto-populate with secure employee data. Upload as in or upload your own for accessing error-free letters in seconds.
Custom Vesting Schedules
Design flexible vesting schedules using a rule based engine that helps in setting up cliff, frequency, period, fraction, time & Performance linked vesting schedule
Equity Benchmark
Gain real-time access to industry leading data points which allows you to custom filters and make informed decisions around equity compensation
Bonus & Split Handling
Accurately allocate bonus shares, adjust strike prices, and revise vesting schedules to account for stock splits

Explore Equity Plans

Cashless ESOP Exercise
Exercise your ESOPs seamlessly without the burden of upfront costs and take advantage of your equity benefits without depleting personal funds
No EMI Loan
Enjoy flexible repayment only on selling shares or liquidity events with no monthly or yearly installments
No Personal Asset Collateral
Secure your ESOP financing without pledging personal assets. Only the ESOP shares serve as collateral
Tax Savings
Explore tax-efficient strategies to minimize the tax burden associated with ESOP financing

Secure ESOP Funding

Liquidation Strategies
Explore various liquidation options tailored to your specific needs and goals
Valuation and Pricing
Conduct a thorough valuation of ESOP shares to ensure fair pricing during the liquidation process
Tax Considerations
Understand the tax implications of ESOP liquidation and optimize for favorable outcomes
Regulatory Compliance
Ensure adherence to all relevant regulations and guidelines throughout the liquidation process

Liquidate ESOP Shares

Transactions & Issuance
Easily track and record issuances, conversions, stock splits, secondaries, valuations, and more in any currency.
Scenario Modeling
Simulate funding scenarios, visualize equity dilution, and share detailed cap table projections with investors.
Multi-Entity Management
Manage complex shareholdings and cross-border transactions of all global entities from a single dashboard.
Simplified Financial Reporting
Generate customizable, compliant reports in seconds while meeting all regulatory requirements.

Manage Cap Table

Employee Friendly & Real-time

Xumane Equity's intuitive dashboards and real-time data allocation have helped us save many man-hours for granting, allocation, and managing ESOPs. This has been crucial for helping us throughout the Reconciliation and Compliance. The entire team is quick, flexible and always helpful.

Vasant Bhat - Company Secretary, Portea Medical

Equity Management Made Easy

Xumane Equity's fast onboarding and intuitive UI made our team in managing complex processes using the platform quickly. Now everyone either employee or employer can access and manage ESOP data with ease. This is one place repository for all data.

Manan Mehta - Financial Controller, Imarticus Learning

Fast-Paced TAT & Quick Onboarding

Xumane Equity helped us in making the transition from managing ESOPs on scattered spreadsheets to managing them professionally. We have been able to maintain a comprehensive grasp over our cap table with a great overview of shareholders, options, dilutions, and valuation trends.

Atul Gupta - Company Secretary, Ecom Express

Streamlined Solution for Startups

We found the Xumane Equity platform absolutely' fit for purpose' for an early stage company like BiofuelCircle. The team was very cooperative, and the platform itself is very intuitive. Very happy to have implemented the solution.

Suhas Baxi - Co-Founder & CEO, Bio Fuel Circle

The Future of ESOP & Cap Table Management is here