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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

Vendor
Eqvista
Year Launched
2018
Location
280 Spear St, San Francisco, California 94105, US
Deployment
cloud
Training Options
documentation, videos, live online, in person
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Russian, Chinese, Japanese, Korean, Arabic.
Users
Shareholders, Investors, Board Members, Administrators, Company Owners
Industries Served
Finance, Legal, Technology, Real Estate, Startups, Consulting
Tags
Equity Management

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

Free trial
Free version
Request a quote
Promo Offer

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.com

Chatbot

Available

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