Compliance Services
Streamline equity administration and stay audit-proof with IRS-compliant financial reporting.
Executive Summary
Eqvista's Compliance Services are designed to streamline and enhance a company's equity management experience, ensuring adherence to critical financial reporting and regulatory standards. The platform provides a comprehensive suite of tools to help businesses stay audit-proof by covering essential IRS-compliant regulations, including ASC 718 for stock option expensing, Form 3921 for stock option exercises, 83(b) elections, and Rule 701 for private company stock offerings. These services simplify complex equity administration tasks, offering advanced capabilities such as waterfall analysis for modeling potential payouts in various scenarios and financing rounds modeling to understand dilution impacts. Eqvista also facilitates crucial processes like 409A valuations, which are vital for private companies, and ensures all equity-related activities are compliant, making it an indispensable solution for managing capitalization tables and maintaining regulatory integrity.
Use Cases
- Ensuring IRS compliance for equity administration (ASC 718, Form 3921, 83(b) elections, Rule 701)
- Streamlining financial reporting for stock options and equity grants
- Managing cap tables and performing waterfall analysis for financing rounds
- Obtaining 409A valuations for private companies
- Staying audit-proof with comprehensive regulatory adherence
Features
Visibility
- Cap Table Management: Manage and visualize your company's capitalization table, including shareholders, equity grants, and ownership percentages.
- Equity Grant Tracking: Track and administer various equity grants such as stock options, restricted stock units (RSUs), and warrants.
- Shareholder Registry: Maintain a comprehensive and up-to-date record of all shareholders and their holdings.
Intelligence
- Waterfall Analysis: Perform complex waterfall analysis to model potential payouts to shareholders under different exit scenarios.
Support
- Expert Compliance Guidance: Access expert assistance for navigating complex regulatory requirements and ensuring compliance.
Technical Specifications
- Deployment
- SaaS
- API Available
- Yes
Integrations
- Stripe
Pricing
- Model
- Per shareholder per month
- Starting Price
- $2 per shareholder per month
- Target Customer
- SMB,Mid-Market
- Contract Type
- Monthly
- Free Trial
- Yes
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.