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Eqvista description
Eqvista is a cloud-based equity management software designed for startups, growing businesses, and large corporations. It provides tools to manage cap tables, issue and transfer shares electronically, and generate financial reports. Eqvista also offers 409A valuations performed by certified analysts, ensuring compliance with US tax standards. With a user-friendly interface and various pricing options, Eqvista aims to simplify equity management for companies of all sizes. Its features include share management, cap table management, financial modeling, and business valuation services.
Who is Eqvista best for
Eqvista simplifies equity management with its user-friendly platform. Startups and growing businesses benefit from its cap table management, electronic share issuance, and 409A valuations. Users praise its excellent customer support and comprehensive reporting, while some find certain features complex. Consider Eqvista for a streamlined equity management solution.
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Best for startups, growing businesses, and large corporations seeking equity management.
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Excellent fit for Healthcare, Finance, Education, Transportation, Media, Software, Energy, and Marketing.
Eqvista features
| Supported Eqvista allows managing all shares online, including issuing new shares, transferring existing shares, and other share-related tasks. |
| Supported Eqvista allows managing capitalization table, including issuing shares, tracking ownership, and managing investor information. |
| Supported Eqvista enables electronic issuance and management of company shares, eliminating paperwork. |
| Supported Eqvista offers 409A valuations performed by certified analysts, ensuring compliance with US tax standards. |
| Supported Eqvista offers waterfall modeling tools for analyzing different investment scenarios. |
| Supported Eqvista's platform streamlines communication and updates with shareholders. |
| Supported Eqvista provides assistance with company incorporation, helping businesses get set up and running quickly. |
Eqvista reviews
We've summarised 37 Eqvista reviews (Eqvista Capterra reviews and Eqvista G2 reviews) and summarised the main points below.
- Excellent customer support and responsiveness.
- Easy-to-use interface for cap table management.
- Comprehensive reporting capabilities.
- Flexible vesting plan creation.
- Competitive pricing, especially for 409A valuations.
- Some features are not intuitive to use.
- Advanced features can be complex.
- Limited mobile experience.
- Occasional technical bugs.
Eqvista pricing
The commentary is based on 1 reviews from Eqvista Capterra reviews.
Eqvista's pricing is considered excellent and a great value. Users highlight the platform's affordability, especially considering the professional, timely, and accurate service provided, including equity valuations and regular communication.
See the Eqvista pricing page.
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Eqvista has a free plan.
Freemium
Basic plan with cap table and ESOP management, vesting schedules, shareholder accounts, and data room for companies with less than 20 shareholders.
Premium
Includes all Freemium features plus e-signing, board resolutions, Rule 701 & Form 3921 support, waterfall modeling, funding round modeling, and partner perks.
Enterprise
Includes all Premium features, 409a Valuations, 83b election support, ASC 718 compliance, and cap table onboarding.
Startup
409a valuation for startups.
Funded
409a valuation for funded companies.
Series A
409a valuation for companies in Series A funding round.
Series B
409a valuation for companies in Series B funding round
Series C
409a valuation for companies in Series C funding round.
Series D
409a valuation for companies in Series D funding round.
Custom
Custom 409a valuation.
Eqvista alternatives
AumniBetter for venture capital and private equity firms. More focused on portfolio management and automating due diligence. Has positive customer reviews regarding customer support. Grows website traffic much faster.Read more
AngelList EquityPricing is based on the number of employees receiving equity, not total shareholders. Has significantly more website traffic momentum. A strong Eqvista competitor for startups and small to medium businesses.Read more
PaveBetter for compensation benchmarking and integrates with Workday. Focuses on compensation management, rather than equity management. G2 and Trustpilot reviews available. Eqvista alternative. Pave competitor.Read more
CartaBetter for larger companies and venture capital funds. More established Carta has significantly more website traffic growth. Rated higher on G2 and Glassdoor. Users highlight the intuitive interface and comprehensive features but dislike the high cost and occasional slow support.Read more
OrchestraBetter for investor relations, offering features like a dedicated portal and streamlined communication. Focuses on ESOP management and dividend distributions. Growing faster regarding web traffic. Eqvista alternative; Orchestra competitor.Read more
EquityListBetter for ESOP management. Geared towards startups and growing businesses. Caters to companies in India, Singapore, and the US. Has more website traffic momentum.Read more
Eqvista FAQ
What is Eqvista and what does Eqvista do?
Eqvista is a cloud-based equity management software simplifying equity for startups and businesses. It offers cap table management, electronic share issuance, 409A valuations, and financial reporting tools. With a user-friendly interface, Eqvista streamlines shareholder communication and offers various pricing options.
How does Eqvista integrate with other tools?
There is no information available about Eqvista's direct integrations with other tools. However, it offers comprehensive equity management features, including cap table management, 409A valuations, and electronic share issuance, covering many functionalities businesses might seek from integrations.
What the main competitors of Eqvista?
Alternatives to Eqvista include Carta, a comprehensive platform for equity management, and AngelList Equity, specializing in digital share issuance and cap table management. Aumni focuses on portfolio management for venture capital firms, while Pave centers on employee compensation management. Orchestra and EquityList offer additional equity management solutions.
Is Eqvista legit?
Yes, Eqvista is a legitimate equity management software. It's known for its user-friendly interface, comprehensive reporting, and competitive pricing, especially for 409A valuations. However, some users find certain features complex and the mobile experience limited.
How much does Eqvista cost?
Eqvista's pricing includes a free Freemium plan, a Premium plan at $2/shareholder/month, and an Enterprise plan at $160/month. 409a valuations range from $990 to $4990/year depending on funding round. Custom 409a valuations are also available. Add-on services like expedited 409A and QSBS letters are available at additional cost.
Is Eqvista customer service good?
Customers praise Eqvista's excellent customer support, helpful team, and prompt responsiveness. Users appreciate the clear communication and efficient handling of inquiries and requests, contributing to a positive customer service experience.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.