Eqvista

Eqvista is an equity-management platform with valuation services for private companies, from formation through pre-IPO. It is best suited to founders and finance teams that want cap table administration and valuation work under one roof. Its broad toolkit is compelling, though small stakeholder allowances and per-stakeholder billing make growth costs worth watching.

Overview

Eqvista manages shares, options, SAFEs and employee equity, with ownership tracking and funding or liquidity scenario modeling. Board resolutions and voting, vesting schedules, 83(b) elections, Rule 701, Form 3921 and ASC 718 support extend it beyond a record of who owns what. That combination can help finance teams coordinate equity administration and related compliance; businesses needing only a simple ownership ledger may not need the full range.

Valuation services cover 409A and fair market valuations, software and IP, gift and estate tax, ASC 820 portfolio valuations, and QSBS attestation letters. Standard 409A and FMV work is delivered in 3–5 business days, with expedited valuations available as quickly as the next business day. Eqvista Inc. is registered with the U.S. Securities and Exchange Commission as a Transfer Agent.

Key features

• Equity and governance: Cap table and ESOP management, stakeholder accounts, vesting schedules, board actions, voting and compliance support bring several recurring ownership workflows together. The free tier’s under-20-stakeholder limit makes it a better fit for a small company than one approaching a larger ownership base.
• Valuation: The app-based Real-Time Company Valuation feature estimates common stock value for private companies. It is useful as an ongoing view, but Eqvista explicitly says it is not a substitute for a certified 409A valuation.
• QuickBooks connection: Eligible companies can send financial data from QuickBooks into Real-Time Company Valuation, reducing the need to enter that data separately.
• Mobile access: The iOS and Android app provides access to Real-Time Company Valuation insights. The broader platform is also available on the web.
• Security and AI handling: Eqvista says it uses AWS servers, AWS KMS encryption for data at rest and TLS/SSL for data in transit. It says identifiable client data is not used to train or improve AI models and that AI-generated outputs remain subject to human oversight.
• Support: Documentation, phone and email assistance give teams routes to resolve operational questions.

Pricing

Eqvista uses a freemium model, with paid plans from $2/mo. The free cap table plan costs nothing, requires no credit card and includes cap table and ESOP management, vesting schedules, stakeholder accounts and a data room for fewer than 20 stakeholders. It is a practical entry point for a small company, but the cap can make a paid tier necessary as the stakeholder base grows.

Premium Cap Table costs $2 a month, billed per stakeholder. It includes everything in Freemium, plus e-signing certificates and SAFE agreements, board resolutions and voting, Rule 701, Form 3921, waterfall and funding-round modeling, spreadsheet import and cap table onboarding. Above 50 stakeholders, pricing is custom. The per-stakeholder billing means the entry price alone does not show the total cost for a growing company.

The 409A Valuation & Premium Cap Table Bundle starts at $990 a year: Startup/Pre-Revenue is $990/year, F&F/Angel is $1,290/year, Seed is $1,990/year, Series A is $2,590/year, and Series B+ has custom pricing. Pricing may vary by revenue, stakeholders and capital structure. This is the relevant option for companies seeking a bundled valuation and cap table service, but the cost can rise with company profile and complexity.

Platforms

Eqvista is available on web, iOS and Android. The mobile app provides access to Real-Time Company Valuation insights, while QuickBooks data connection is available to eligible companies.

Who it's for

Eqvista fits private companies that need to manage equity and ownership as they grow, especially founders, investors and finance teams dealing with compliance, equity plans or valuation work. Its valuation services and bundle may suit companies planning formal valuation work; the real-time app estimate should not be treated as a certified 409A. Very small teams can begin on the free tier, while companies with more stakeholders should weigh the per-stakeholder premium pricing and custom pricing above 50 stakeholders.

Pros and cons

• Pro: Equity management, governance and compliance support span share and option administration through board actions and tax-related workflows, reducing the need to manage each as a separate function.
• Pro: Multiple valuation services and stated 3–5 business day standard turnaround for 409A and FMV work serve companies needing more than an app-based estimate.
• Pro: The free plan includes a data room and vesting schedules without requiring a credit card, making it useful for smaller cap tables.
• Con: The free plan is limited to fewer than 20 stakeholders, so it may not carry a company far into its growth.
• Con: Premium Cap Table is billed per stakeholder, with custom pricing above 50; companies cannot infer their full cost from the $2 a month starting rate.
• Con: Real-Time Company Valuation is an estimate of common stock value, not a replacement for a certified 409A valuation.

Alternatives

For a broader comparison, see our Equity Compensation Management Software and Cap Table Management Software lists.

• Cake Equity is another freemium option with iOS, Android and web access; its free plan covers five stakeholders, cap tables, stock options and SAFE notes.
• Vquity offers a free forever plan for one company and up to 10 stakeholders, with all modules included; it is a web and Windows option.
• EquityList has a web-based free plan for 10 stakeholders and 1,000 lifetime AI credits.
• Fidelity Private Shares has a free Launch plan for up to 25 stakeholders and companies that have raised less than $1M, including cap table management and equity plan generation.
• Ledgy offers a free Launch plan capped at 50 stakeholders, with flexible multi-entry cap tables, equity plans and grants, and simple vesting.
• Computershare BoardWorks is a paid alternative with all modules included and unlimited committees; additional users are charged.
• Empower Health and Welfare Benefits Administration is a paid alternative with pricing available by contacting an Empower representative.
• Salary.com CompXL is a paid alternative that requires a personalized demo for pricing.

Verdict

Choose Eqvista if your private company wants equity administration alongside governance workflows and valuation services, with a free route to start. Look elsewhere if you need a predictable cost for a larger stakeholder base, or if an app-based value estimate would not meet your need for a certified valuation.