Eqvista
Eqvista combines equity management and valuation services for private companies, with web, Android, and iOS access. Its cap table tools track ownership and manage shares, options, SAFEs, and employee equity, alongside vesting schedules, compliance, and funding or liquidity scenario modeling. Governance and compliance features include board resolutions and voting, 83(b) elections, Rule 701, Form 3921, and ASC 718 support. Valuation services cover 409A, fair market, software and IP, gift and estate tax, ASC 820 portfolio valuations, and QSBS attestation letters. Real-Time Company Valuation offers an app-based estimate of a private company’s common stock value; Eqvista says this does not replace a certified 409A valuation. Eligible companies can connect QuickBooks to send financial data to that feature. The free cap table plan is for fewer than 20 stakeholders. Premium costs 2.00 USD per month, billed per stakeholder. Eqvista says its servers use AWS, stored data is encrypted with AWS KMS, and data in transit is protected with TLS/SSL. It also says identifiable client data is not used for AI training or model improvement.
Who it is for
Eqvista describes its platform as serving private companies from formation through pre-IPO, including founders, investors, and finance teams. The cap table plan may suit companies managing equity, while its valuation offerings address valuation needs.
What is good
- Free cap table plan covers fewer than 20 stakeholders.
- Manages shares, options, SAFEs, and employee equity.
- Offers several types of valuation services.
- Mobile app provides valuation insights on iOS and Android.
- States identifiable client data is not used for AI training.
What to know first
- Free plan is limited to fewer than 20 stakeholders.
- Premium is billed per stakeholder.
- Real-Time Company Valuation is not a certified 409A valuation.
- 409A and cap table bundles start at 990.00 USD per year.
Verdict
Eqvista pairs cap table management with a range of valuation services and an app-based company valuation feature. Review the stakeholder limit and distinguish the estimated common stock value from a certified 409A valuation.
Eqvista plans and pricing
All plansCompared on equity compensation management software
- Free plan
- Yes
- Paid from
- $2/mo
