{"best_for":["Early-stage startups","Growth-stage companies","Pre-IPO companies","Founders managing employee equity"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/eqvista","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/eqvista.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-019.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: eqvista (https://aitoolsforbusiness.ai/eqvista)"},"features":["Cap Table Management: Centralized tracking of shareholders, share issuance, and equity lifecycle management.","409A Valuations: IRS-compliant valuation reports performed by NACVA-certified analysts with audit support.","Real Time Company Valuation: An AI-powered tool designed to provide a continuous view of common stock value.","Financial Modeling: Includes waterfall analysis and funding round modeling to analyze dilution and exit strategies.","Compliance Services: Supports the preparation of ASC 718, Form 3921, 83(b) elections, and Rule 701 filings.","Shareholder Portal: Provides shareholders with access to their grants and the ability to request electronic certificates."],"freshness_status":"fresh","name":"eqvista","pricing_note":"A freemium plan is available for up to 20 shareholders. Paid plans start at $2 per shareholder per month, and 409A valuations start at $990 per year for startups.","pricing_url":"https://eqvista.com/pricing","primary_category":"Finance & Accounting","profile_last_verified":"2026-06-05T08:01:21.142Z","secondary_categories":[],"short_description":"Eqvista provides cap table management, company valuations, and IRS compliance services for startups and growth-stage companies.","slug":"eqvista","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/eqvista","use_cases":["Digital Cap Table Migration: Moving equity records from spreadsheets into a secure, role-based digital system.","IRS Compliance for Stock Options: Obtaining 409A valuations to set strike prices for employee stock option plans.","Funding Scenario Planning: Using waterfall analysis to model how future funding rounds may dilute current ownership.","Share Issuance and Vesting: Managing the issuance of shares to founders and employees and tracking their vesting schedules."],"website_url":"https://eqvista.com/"}