Vquity

Overview

Vquity combines equity records, funding-round workflows, data-room tools, and stakeholder portals in a web and Windows platform. It is best suited to companies that want founders, investors, and employees working from a shared equity record. Its broad coverage is useful, but outside valuation work and live connections to some imported systems remain out of scope.

Key features

Vquity records holders, share classes, issuances, transfers, and repurchases. A single round-closing operation can combine SAFE conversion, an option-pool top-up, and a pre-close snapshot, a practical fit for teams that want those steps reflected together. It supports stocks, stock options, SAFEs, warrants, convertible notes, and KISS, with advanced vesting rules.

The data room classifies documents across 111 types, uses AI to draft fields for review, and provides a diligence-readiness score. Extraction is limited to documents users submit for that purpose; the maker says it does not train general-purpose AI models on customer documents or cap-table data. Drafts still need human review, so the feature assists diligence rather than replacing it.

Investor and employee portals use one-time email codes to show equity information, documents, and a tax view. The platform tracks the 409A/FMV lifecycle and expiry alerts, but users must obtain the valuation from a provider. It syncs with Vinance accounting and PeopleX HR, though changes await human review and confirmation. Carta, Pulley, and AngelList data comes from exported files, not live API connections.

Exports cover company details, share classes, shareholders, rounds, grants, and warrants in XLSX or JSON; shareholders can also be exported as CSV, and data-room documents downloaded as a zip. Region profiles cover the US, UK and Europe, UAE, Saudi Arabia, India, and Singapore and Southeast Asia. The maker says traffic uses TLS, data and uploaded documents are encrypted at rest by its cloud infrastructure provider, and workspace access is role-based. It does not currently hold third-party security certifications.

Pricing

The Free plan costs nothing, is billed forever, and includes one company, up to 10 stakeholders, and all modules. That is a useful way to start, but the stakeholder cap makes it a poor fit as a company grows.

Monthly costs $99 a month, billed per month per company workspace. It includes unlimited stakeholders, all modules, web and desktop access, and cancellation anytime; access continues through the paid period. It suits a company that needs room beyond the free cap but prefers monthly billing.

Founding Annual costs $490 a year, billed per year per company workspace. It offers unlimited stakeholders, unlimited companies in the workspace, and the full platform for the first 15 companies; the rate is locked while subscribed. For an eligible company with multiple ventures, this is substantially broader than the one-company free tier. Annual costs $990 a year, billed per year per company workspace, and includes unlimited stakeholders, all modules, web, and desktop. Both annual plans trade monthly flexibility for yearly billing; the founding offer's stated scope is limited to the first 15 companies.

Platforms

Vquity supports web and Windows, with paid plans specifying web and desktop access. Readers who need Android or iOS access should compare alternatives that support those platforms.

Who it's for

Vquity suits founders managing equity and funding rounds, investors reviewing positions, and employees tracking grants and vesting. Its data room and document exports also serve teams preparing diligence. It is less suitable for a company seeking valuation services, automated live imports from Carta, Pulley, or AngelList, or a vendor with third-party security certifications.

Pros and cons

• Pros: Cap-table records and several round-closing steps are brought together, while the portals give investors and employees access to their equity information.
• Pros: The free plan includes all modules, and the founding annual plan covers unlimited companies within its first-15-company scope.
• Cons: Free is capped at 10 stakeholders and one company, so a growing team must move to a paid plan.
• Cons: Valuations must come from a provider, and imports from Carta, Pulley, and AngelList require exported files rather than live connections.
• Cons: Vinance and PeopleX updates require human review and confirmation, and the maker says it has no third-party security certifications.

Alternatives

Cake Equity is worth considering for founders who want mobile apps and a free plan covering five stakeholders, cap-table management, stock options, and SAFE notes; its free tier has fewer included stakeholders than Vquity's.

Eqvista offers Android and iOS as well as web, and its free cap-table plan covers fewer than 20 stakeholders alongside ESOP management, vesting schedules, stakeholder accounts, and a data room.

EquityList is another web-based freemium option, with a free tier for 10 stakeholders and 1,000 AI credits for life.

Fidelity Private Shares may fit a company with up to 25 stakeholders and less than $1M raised that wants its free Launch plan's cap-table, equity-plan, data-room, board-consent, and scenario-modeling tools.

Ledgy offers a free Launch plan for up to 50 stakeholders, with a flexible multi-entry cap table, equity plans and grants, and simple vesting; it supports web and API.

Computershare BoardWorks is a paid alternative with all modules and unlimited committees; additional users are charged.

Empower Health and Welfare Benefits Administration is a paid alternative with pricing not stated and Android, iOS, and web support.

Salary.com CompXL is a paid, web-based alternative with no free plan; pricing requires a personalized demo.

For a broader comparison, see Equity Compensation Management Software.

Verdict

Choose Vquity if your company wants one platform for cap-table administration, round workflows, equity portals, and diligence documents, with a free tier to begin. Look elsewhere if you need valuation services, live imports from Carta, Pulley, or AngelList, or third-party security certification.