Eqvista | Equity Management and Valuations
Eqvista helps founders and finance leads manage shareholder records and obtain 409A valuations. It is designed for teams moving equity tracking from spreadsheets to a digital platform.
At a glance
- Best for
- Early-stage startups, Growth-stage companies, Pre-IPO companies, Founders managing employee equity
- Pricing
- 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.
- Key use cases
- Digital Cap Table Migration, IRS Compliance for Stock Options, Funding Scenario Planning, Share Issuance and Vesting
- Integrations
- Spreadsheet import
- Official website
- Visit eqvista official website
Eqvista is an equity management platform designed for companies ranging from early-stage startups to those approaching an IPO. It combines a digital cap table with valuation services to help businesses track ownership and maintain tax compliance.
The software is used to manage share issuance, track vesting schedules, and handle shareholder communications. It provides 409A valuation reports delivered by certified analysts, as well as AI-powered real time valuation tools.
Buyers can use the tool for funding round modeling and waterfall analysis to analyze how different exit scenarios may affect payouts. It also supports several IRS compliance filings, such as 83(b) elections and Rule 701.
Buyers should confirm if their specific jurisdictional legal requirements are met, as the tool is intended to be used alongside legal counsel rather than as a replacement for legal advice.
Key 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.
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.
Best For
- Early-stage startups
- Growth-stage companies
- Pre-IPO companies
- Founders managing employee equity
Integrations
- Spreadsheet import
Pricing
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.
FAQ
Does Eqvista have a free version?
- Yes, Eqvista offers a freemium plan that is free for companies with fewer than 20 shareholders.
How does Eqvista handle 409A valuations?
- Valuations are performed by an in-house team of NACVA-certified analysts and include audit-ready reports.
Can I move my existing data into Eqvista?
- Yes, the platform supports spreadsheet imports, and paid subscriptions include onboarding assistance to migrate existing cap tables.
Source category: Finance & Accounting
Source subcategory: Equity Management
More tools in Finance & Accounting
Other published listings in the Finance & Accounting category.
More tools tagged “Equity Management”
Related listings that share the same software type tag.
Categories
Software Type
How AI is used
Eqvista is an equity management platform for startups and growth companies that supports cap table tracking and 409A valuations. It utilizes AI for real time company valuation and provides certified analyst reports for IRS compliance. Advanced features like financial modeling are available in paid tiers.
Pros & Cons
Pros
- Includes a free tier for companies with fewer than 20 shareholders
- Valuations are performed by certified professionals (NACVA, CFA)
- Offers migration assistance for existing cap tables
- Combines compliance filings and valuation in one platform
Cons
- Financial modeling and e-signatures require a paid Premium plan
- 409A valuation pricing varies based on the company's funding stage
- Users are responsible for ensuring the tool meets their specific local legal requirements
