Eqvista
Equity management software
Accounting & finance software
Stock plan administration software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$2 per shareholder per month
Free Trial unavailable
Free version
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What is Eqvista
Eqvista is a cloud-based equity management platform used to maintain cap tables, model fundraising and ownership changes, and administer equity awards. It targets startups and private companies that need a centralized system for shareholders, securities, and equity transactions, often supporting founders, finance teams, and legal/administrative users. The product combines cap table management with valuation and scenario modeling features and provides workflows for issuing and tracking equity instruments.
Cap table and securities tracking
Eqvista supports cap table management for common startup instruments such as common/preferred shares, options, SAFEs, and convertible notes. It centralizes stakeholder records, issuances, transfers, and ownership history to reduce spreadsheet dependency. This aligns with core requirements in the equity management category and supports routine corporate actions and reporting needs.
Scenario modeling and planning
The platform includes tools to model dilution and financing scenarios, helping teams evaluate ownership outcomes before executing transactions. This is useful for founders and finance users preparing for fundraising, option pool changes, or secondary transactions. Having modeling in the same system as the cap table reduces reconciliation work between separate tools.
Valuation and 409A support
Eqvista offers valuation-related services and workflows that can be used for compliance-oriented needs such as 409A valuations for option pricing (where applicable). This can simplify coordination between cap table data and valuation inputs compared with managing these processes separately. It is relevant for companies that need periodic valuations alongside equity administration.
Depth for complex global plans
Organizations with complex, multi-country equity plans and localized tax/reporting requirements may find limitations compared with platforms built for large, global stock plan administration. Advanced features such as country-specific tax handling, payroll integrations, and sophisticated participant communications can be more limited or require additional services. This can matter as companies scale internationally.
Ecosystem and integrations variability
Integration breadth with HRIS, payroll, and accounting systems can be a deciding factor in this category, and coverage may be narrower than some enterprise-focused offerings. If a company relies on automated journal entries, payroll tax workflows, or extensive API-driven automation, additional manual processes may remain. Buyers should validate available integrations and API capabilities for their stack.
Enterprise governance features may lag
Larger companies often require advanced controls such as granular role-based permissions, audit-ready workflows, and complex approval chains across legal, finance, and administrators. Eqvista may require process workarounds for highly regulated environments or complex internal governance. This can increase administrative overhead for companies with strict compliance requirements.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Freemium | $0 (Free) | Up to <20 shareholders; Cap table & ESOP management; Vesting schedules; Shareholder accounts; Data Room; No credit card required; (FAQ: up to 3 users). |
| Premium (Cap Table) | $2 per shareholder/month | Everything in Freemium plus e-signing (certificates & SAFE), Board resolutions & voting, Rule 701, Form 3921, Waterfall (exit) modeling, Funding round modeling, Spreadsheet import, Cap table onboarding (free for paid plans), Partner perks. Triggers when >20 shareholders (pro-rata billing). |
| 409A Valuation & Cap Table Bundle | From $990/year | Tiered 409A pricing by company stage: Startup $990/year; Funded $1,290/year; Seed $1,990/year; Series A $2,590/year; Series B $3,590/year; Series C $4,290/year; Series C+ custom. Includes 409A valuation + Premium Cap Table with white‑glove migration; unlimited 409A valuations within the subscription year (per 409A page). |
| Expedited 409A | Starting at $490 | Expedited turnaround (example: 3 business days) as an add-on/expedite option. |
| Enterprise | From $1,990/year | Enterprise bundle (409A, QSBS, Premium Cap Table) with tiered pricing by stage: Startup $1,990/year; Funded $2,290/year; Seed $2,990/year; Series A $3,990/year; Series B $5,590/year; Series C $6,790/year; Series C+ custom. Includes unlimited 409A updates & renewals, Real‑Time Valuation®, QSBS attestation, 83(b) election mail‑in service, ASC 718 support, expanded support; contact sales for custom quote. |
| Cap Table One‑time Setup (service) | Freemium: $350 (one‑time); Paid plans: Included at no cost | One‑time migration/setup is included free for Premium, 409A and Enterprise users; Freemium users can order one‑time setup for $350. |
Seller details
Eqvista Inc.
Unsure
Private
https://eqvista.com/
https://x.com/eqvista
https://www.linkedin.com/company/eqvista/
