About Eqvista
Eqvista is a cap table management software from Eqvista that helps businesses manage their equity and shares efficiently. It provides features such as automated cap table calculations, equity management tools, and reporting capabilities so users can easily track their ownership structure. The platform is designed for startups and companies looking to manage their equity allocations and investor relations. Eqvista allows users to create and maintain accurate cap tables, issue shares, and generate necessary documentation for compliance purposes. Key capabilities: cap table management equity issuance tracking reporting and analytics document generation user-friendly interface Best for: startups and small businesses that need to efficiently manage their equity and investor communications.
Eqvista by Eqvista is a robust equity management software designed to help startups, growing companies, and investors efficiently manage ownership, cap tables, and valuation processes. Its primary purpose is to simplify the complex tasks of issuing, tracking, and managing company shares while maintaining regulatory compliance. Key features include automated cap table management, share issuance tracking, electronic share certificates, company valuations (409A and beyond), and investor relations management. Eqvista aims to provide transparency and control over equity distribution, making it an essential tool for founders and finance teams. The user interface of Eqvista is clean, modern, and highly intuitive. The dashboard offers a clear overview of ownership structures, transactions, and valuation updates. Navigation is straightforward, with key modules—such as shareholders, cap table, and valuations—easily accessible through a sidebar. The design emphasizes clarity, ensuring even non-technical users can quickly grasp equity details and perform actions without confusion. Functionally, Eqvista excels in providing an end-to-end equity management experience. Users can issue new shares, record transfers, manage vesting schedules, and generate detailed equity reports instantly.
Pros & Cons
- Unlimited 409A valuations reduce recurring costs and ensure continuous valuation coverage for rapid growth.
- Real-time 409A tracking maintains continuous compliance and eliminates the stress of periodic audit preparation.
- The in-house team is highly certified (CFA, CVA), lending high credibility to all valuation reports and services.
- The platform simplifies complex regulatory compliance by handling forms like 83(b) and accounting standards like ASC 718.
- They offer lifetime audit support for valuations, giving companies permanent assurance against IRS scrutiny.
- The explicit disclaimer states no legal, financial, or tax advice is provided, limiting comprehensive counsel.
- Integration capabilities with external payroll or HR software are not mentioned in the list of features.
- The text is a marketing document, so claimed cost savings up to 70% are hard to independently verify.
- Reliance on an AI-powered engine for valuations may be perceived as lacking human judgment in edge cases.
Features
Key features
Provides an unlimited quantity of fast, precise, and IRS audit-defensible 409A valuations to support a startup's momentum.
Allows companies to monitor both their 409A and Fair Market Value (FMV) in real time to ensure they are always audit-ready and IRS-compliant.
Combines artificial intelligence for efficiency with certified in-house experts (NACVA, CFA, CVA) for accuracy and professional backing.
Offers a white-glove, no-charge service with dedicated support to seamlessly transfer an existing cap table from other providers or spreadsheets.
Acts as an all-in-one platform to manage cap tables, ESOPs, vesting schedules, and shareholder accounts beyond simple spreadsheets.
The expert team provides ongoing, lifetime support and defense for any IRS audits related to the valuations they conduct.
Additional features
Provides an unlimited number of IRS audit-defensible valuations that are fast and precise.
Enables continuous tracking of the company's 409A and Fair Market Value in real time.
Allows users to download official, certified valuation reports anytime from the platform.
Includes tools for comprehensive management of the company's capitalization table and Employee Stock Option Plans.
Provides functionality for managing and tracking employee vesting schedules.
Manages and tracks individual accounts for all company shareholders.
Offers tools to manage the documentation and processes for board resolutions and shareholder voting.
Supports complex filings and accounting standards like 83(b) Election, Rule 701, Form 3921, and ASC 718.
Allows users to model liquidation waterfalls and plan for various funding round scenarios.
The company assists in migrating existing cap tables to their platform at no charge.
Provides professional, IRS-compliant Fair Market Valuation reports, ideal for ESOPs or capital raises.
Offers specialized valuation services for intellectual property and software assets.
Provides valuation reports specifically tailored for gift and estate tax purposes.
Offers valuation services for investment portfolios under the ASC 820 standard.
Provides necessary documentation for Qualified Small Business Stock attestation.
All generated reports are designed to be immediately ready for IRS audits and compliance checks.
Pricing
Monthly plans
Countries & Languages
Interface languages
Billing currencies
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About Eqvista
Eqvista is a cap table management software from Eqvista that helps businesses manage their equity and shares efficiently. It provides features such as automated cap table calculations, equity management tools, and reporting capabilities so users can easily track their ownership structure. The platform is designed for startups and companies looking to manage their equity allocations and investor relations. Eqvista allows users to create and maintain accurate cap tables, issue shares, and generate necessary documentation for compliance purposes. Key capabilities: cap table management equity issuance tracking reporting and analytics document generation user-friendly interface Best for: startups and small businesses that need to efficiently manage their equity and investor communications.
Eqvista Details
Eqvista's In-App Market Place
Does Eqvista have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CNY (¥), INR (₹), AED (د.إ), SGD (S$), HKD (HK$), CHF (CHF), NZD (NZ$), SEK (kr), KRW (₩), ZAR (R), DKK (kr), NOK (kr), MXN (Mex$), BRL (R$), RUB (₽), PLN (zł)
Pros & Cons
- Unlimited 409A valuations reduce recurring costs and ensure continuous valuation coverage for rapid growth.
- Real-time 409A tracking maintains continuous compliance and eliminates the stress of periodic audit preparation.
- The in-house team is highly certified (CFA, CVA), lending high credibility to all valuation reports and services.
- The platform simplifies complex regulatory compliance by handling forms like 83(b) and accounting standards like ASC 718.
- They offer lifetime audit support for valuations, giving companies permanent assurance against IRS scrutiny.
- The explicit disclaimer states no legal, financial, or tax advice is provided, limiting comprehensive counsel.
- Integration capabilities with external payroll or HR software are not mentioned in the list of features.
- The text is a marketing document, so claimed cost savings up to 70% are hard to independently verify.
- Reliance on an AI-powered engine for valuations may be perceived as lacking human judgment in edge cases.
Eqvista's Support Options
Email Address
info@eqvista.comContact
(415) 375-4963Documentation
https://eqvista.com/documents/Chatbot
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