Eqvista
Redefining private market valuations and equity management. AI-powered, human-delivered.
Executive Summary
Eqvista is a comprehensive equity management and valuation platform designed for companies from startups to enterprises. It empowers founders, investors, and shareholders to track, manage, and make informed decisions about their equity. The platform offers robust cap table management, AI-powered 409A valuations, and tools for equity plan and shareholder management, ensuring compliance and transparency.
Use Cases
- Fundraising & Investor Relations: Manage equity for funding rounds, provide transparent ownership data to investors, and streamline investor communications.
- Employee Equity Compensation: Administer Employee Stock Option Plans (ESOPs), manage vesting schedules, and issue shares to employees efficiently.
- M&A and Exit Planning: Model various exit scenarios, perform waterfall analysis, and prepare comprehensive documentation for due diligence processes.
- 409A Valuation Compliance: Obtain IRS-compliant and audit-ready 409A valuations crucial for setting strike prices for stock options.
- Corporate Governance & Compliance: Facilitate board member meetings, record votes, and ensure adherence to legal and financial regulations.
- Real-time Financial Monitoring: Track company valuation and equity changes in real-time to support agile and informed business decision-making.
Features
Visibility
- Real-time Cap Table Management: Track and manage all shares, ownership, and the entire equity lifecycle with real-time updates for accuracy and transparency.
- Scenario Modeling & Waterfall Analysis: Model various funding rounds, analyze potential dilution, and simulate exit scenarios to understand future ownership and payouts.
- Shareholder Accounts & Portals: Provide transparent, customizable access for stakeholders to view their specific equity information and relevant documents.
- Advanced Vesting Schedules: Manage and track complex vesting schedules, including cliff, graded, and custom configurations, for employee equity programs.
- Audit Trail & Document Storage: Maintain a full audit trail of all cap table changes and securely store all equity-related documents with version control.
Intelligence
- AI-powered Real-Time Valuation: Leverage artificial intelligence and machine learning to generate instant, dynamic company valuations that adapt to market conditions and internal data.
- Automated Compliance Forms: Automate the generation of critical compliance forms such as 83(b) Election, Rule 701, Form 3921, and ASC 718 reports.
- Predictive Financial Modeling: Utilize waterfall and round modeling to forecast financial performance, assess dilution, and optimize strategic decisions for investments and exits.
- QSBS Attestation Letters: Simplify the process of obtaining Qualified Small Business Stock (QSBS) attestation letters for tax benefits.
Support
- Dedicated Customer Support: Access assistance for cap table and platform issues via email, contact forms, and phone, with a team dedicated to prompt responses.
- Free Cap Table Onboarding & Migration: Receive expert assistance to seamlessly migrate existing cap table data from spreadsheets or other platforms to Eqvista.
- Product Demos & Training: Access introductory demos and training sessions to familiarize users with the platform's functionalities and features.
- Lifetime 409A Audit Support: Benefit from continuous support for 409A valuations, ensuring audit defensibility and compliance with IRS regulations.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- Email/Password, MFA, Social Logins
- API Available
- Yes
- MCP Server
- No
AI/ML Stack
- Machine Learning
- Artificial Intelligence
Integrations
- Excel
Security & Compliance
Certifications: CCPA
Encryption: AES-256 at rest (inferred from multi-layer protections, including encryption)
Data Residency:
Pricing
- Model
- Tiered subscription (Freemium, Premium, Enterprise), Per shareholder/month, Annual for 409A
- Starting Price
- Freemium: Free (up to 20 shareholders); Premium: $2/shareholder/month (over 20 shareholders); 409A Valuations: Starting at $990/year; Enterprise: Contact sales
- Target Customer
- Startups, SMBs, Mid-Market, Enterprise
- Contract Type
- Annual (for 409A), Monthly available (implied by per shareholder/month)
- Free Trial
- Yes, Unlimited (Freemium plan) (credit card required)
About Eqvista
Eqvista is a B2B software company providing comprehensive equity management and valuation services. Their main products include cap table management, 409A valuations, and compliance services for various equity-related activities. They target a broad market, serving seed-stage to pre-IPO companies, including startups, small and medium enterprises (SMEs), unicorn companies, and venture capitalists.