Eqvista
AI-powered 409A valuations and real-time equity management for private companies
About Eqvista
Eqvista provides real-time company valuations and comprehensive equity management solutions for private markets. With AI-powered, human-reviewed 409A valuations, an integrated cap table platform, and transparent share issuance, Eqvista helps founders and investors make data-driven decisions with confidence. Trusted by 23,000+ companies and backed by NACVA-certified analysts, Eqvista offers rapid turnaround, audit-defensible reports, and tools for fundraising, vesting, and M&A.
Pricing
Full pricing pageFreemium Free option
Freemium Cap Table
$0 per month
Completely Free
- <20 stakeholders
- Cap Table & ESOP management
- Vesting Schedules
- Stakeholder Accounts
- Data Room
Premium Cap Table
$2 per month
Pay per stakeholder
- Everything in Freemium
- E-signing certificates & SAFE agreements
- Board Resolutions & Voting
- Rule 701 Form 3921
- Waterfall (Exit) Modeling
- Funding Round Modeling
- Spreadsheet Import
- Cap Table Onboarding Partner Perks
409A Valuation & Premium Cap Table Bundle
$990 per year
From $990 /year
- Unlimited 409A Updates & Renewals
- Premium Cap Table
- Includes a 409A Valuation & Premium Cap Table with White-Glove migration
Enterprise 409A, QSBS, Premium Cap Table
$1,990 per year
From $1,990 /year
- Premium Cap Table
- Unlimited 409A Updates & Renewals
- Real-Time Valuation® included
- QSBS Attestation
- 83(b) Election (mail-in to IRS)
- ASC 718
- Transfer Your Cap Table to Eqvista
FAQ
Signing up for Eqvista is quick, easy, and free. You can register by selecting 'Account Login' at the top right of the website, choosing to create a new account, entering the required registration details, and then logging in to set up your company profile and cap table.
Yes, you can import your existing cap table into Eqvista. The team offers free assistance to migrate your data from spreadsheets or other platforms. After signing up and creating your company account, provide your current cap table data, and Eqvista will handle the transfer, error checking, and verification, which usually takes 3-5 business days.
Eqvista offers four main plans: Freemium (free for up to 20 shareholders), Premium ($2 per shareholder/month for over 20 shareholders), 409A Valuations (starting at $990/year), and Enterprise (for larger or complex companies with custom pricing). Each plan includes different features such as cap table management, e-signatures, financial modeling, and compliance forms.
Eqvista provides a secure, cloud-based platform with multi-layer protections, including encryption and multi-factor authentication. It also offers a secure stakeholder portal with role-based access, ensuring that only authorized users can view or edit the cap table.
The 409A Valuation package includes unlimited 409A valuations, premium equity management features at no additional charge, cap table onboarding, and client support. It is billed annually with pricing tiers based on your company’s funding stage, starting at $990 per year for startups.
Yes, multiple team members can access your cap table on Eqvista. You can assign different user roles with specific access levels, such as Full Access, Full View, or Limited View, to control who can view or edit the cap table.
Eqvista provides a secure, cloud-based platform that keeps your equity data accurate and up-to-date in real-time. It centralizes shareholder details, automates share issuance and transfers, and manages stock option plans with compliance. The platform also offers customizable access for stakeholders and advanced tools to facilitate better decision-making and fundraising.
Eqvista offers a comprehensive range of services including 409A valuations, business valuations, IRS filing support, issuing shares, shareholder management, financial modeling, stock-based compensation reporting, business account opening, company formation, and tax consulting.
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Pricing summary
Model
Freemium
Starting from
$0
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