Eqvista

Eqvista is a platform for private companies that brings equity management together with valuation services and app-based estimates of company value. Its cap table tools track shares, options, SAFEs, and employee equity, with ownership records, vesting schedules, compliance features, and funding or liquidity scenario modeling. Governance tools cover board resolutions and voting, 83(b) elections, Rule 701, Form 3921, and ASC 718 support. Valuation services include 409A and fair market valuations, software and IP valuations, gift and estate tax work, ASC 820 portfolio valuations, and QSBS attestation letters. Real-Time Company Valuation provides an app-based estimate of common stock value for private companies; Eqvista notes that it does not replace a certified 409A valuation. Eligible companies can connect QuickBooks to send financial data to that feature. Web, iOS, and Android access are available. The free plan covers fewer than 20 stakeholders. Premium is $2 a month, billed per stakeholder; valuation and cap table bundles start at $990 a year.

Eqvista combines cap table administration with a broad set of valuation services and governance tools. The free tier has a stakeholder limit, and its real-time estimate is not a substitute for a certified 409A valuation.

Eqvista suits private-company founders, investors, and finance teams managing ownership, equity plans, or valuations. Its valuation insights are accessible through web, iOS, and Android apps.

Eqvista is a private-company equity management platform paired with valuation services. It best suits founders and finance teams that need both cap-table administration and formal valuation work. Its broad scope is a strength, though the free tier’s stakeholder ceiling and per-stakeholder paid billing can constrain growth.

Overview

Eqvista combines ownership records for shares, options, SAFEs and employee equity with compliance support and funding or liquidity scenario modeling. Governance tools include board resolutions and voting, vesting schedules, 83(b) elections, Rule 701, Form 3921 and ASC 718 support. That makes it more useful than a basic ownership ledger for companies managing equity programs and related reporting in one platform.

Its valuation services cover 409A and fair market valuations, software and IP, gift and estate tax, ASC 820 portfolio valuations, and QSBS attestation letters. Standard 409A and FMV valuations are delivered in 3–5 business days; expedited valuations can be available by the next business day. Eqvista Inc. is registered with the U.S. Securities and Exchange Commission as a Transfer Agent.

Key features

• Cap table and governance: Share, option, SAFE and employee equity management sit alongside stakeholder accounts, vesting, board actions, voting and compliance support. This breadth can reduce the need to manage these equity workflows separately, but the free plan’s limit makes it better suited to smaller stakeholder groups.
• Valuation: The service spans common startup valuation needs and more specialized work, including IP and portfolio valuations. The app-based Real-Time Company Valuation offers an estimate of common stock value, not a certified 409A valuation; eligible companies can connect QuickBooks to send financial data into the estimate.
• Mobile access and safeguards: The iOS and Android app provides access to Real-Time Company Valuation insights. Eqvista says its AWS servers encrypt data at rest with AWS KMS and protect data in transit with TLS/SSL. It also says identifiable client data is not used to train or improve AI models and that AI-generated outputs remain subject to human oversight.
• Support: Documentation is available, with assistance by phone or email.

Pricing

The free Freemium Cap Table plan costs nothing, requires no credit card and supports fewer than 20 stakeholders. It includes cap table and ESOP management, vesting schedules, stakeholder accounts and a data room. That is a practical entry point for a small company, but it does not include the paid tier’s listed governance, modeling and onboarding tools.

Premium Cap Table costs $2 a month, billed per stakeholder. It adds e-signing certificates and SAFE agreements, board resolutions and voting, Rule 701, Form 3921, waterfall and funding-round modeling, spreadsheet import and cap-table onboarding. Custom pricing applies above 50 stakeholders, so the starting price alone does not show what a larger cap table will cost.

The 409A Valuation & Premium Cap Table Bundle is priced from $990 a year: Startup/Pre-Revenue – $990/year, F&F/Angel – $1,290/year, Seed – $1,990/year and Series A – $2,590/year. Series B+ has custom pricing, and pricing may vary by revenue, stakeholder count and capital structure. This bundle is the more relevant option for companies seeking valuation work alongside cap-table management; teams needing only equity administration can start with the free or per-stakeholder plan.

Platforms

Eqvista is available on web, iOS and Android. The mobile app focuses on access to Real-Time Company Valuation insights.

Who it's for

Eqvista is aimed at private companies from formation through pre-IPO, including founders, investors and finance teams. It is a particularly suitable fit when equity administration, governance and valuation needs overlap. Companies that only want a quick stock-value indication should not treat the real-time estimate as a replacement for certified 409A work.

Pros and cons

• Pro: Cap-table management, governance support and a wide range of valuation services sit under one offering, which suits companies with connected equity and valuation workflows.
• Pro: The free tier includes vesting, stakeholder accounts and a data room without requiring a credit card, giving small teams a functional starting point.
• Pro: Standard 409A and FMV turnaround is 3–5 business days, with expedited service available as quickly as the next business day.
• Con: The free plan is capped below 20 stakeholders, and Premium billing is per stakeholder; companies above 50 stakeholders need custom pricing.
• Con: The real-time valuation is an estimate, not a certified 409A valuation, so it cannot replace formal valuation work when that is needed.

Alternatives

Cake Equity is worth considering for a company that wants a free cap table with stock options and SAFE notes capped at five stakeholders; Eqvista’s free plan allows fewer than 20 stakeholders and includes vesting schedules and a data room.

Empower Health and Welfare Benefits Administration is another option to consider.

Computershare BoardWorks may suit teams prioritizing board administration, with all modules included and unlimited committees; additional users are charged.

Astrella offers an Early Stage plan at $1,200 a year for 0–25 stakeholders, with all listed features available in any package. Eqvista may be preferable for teams seeking a free starting tier or valuation services alongside cap-table management.

Xumane is an alternative for teams seeking digital cap-table and ESOP management with concierge onboarding, including a Starter plan for up to 40 stakeholders.

Global Shares is another paid option for web and mobile.

EquityList has a free plan for 10 stakeholders and a lifetime allotment of 1,000 AI credits, making it an option for teams whose needs fit those limits and who prefer a web-only platform.

Ledgy offers a free Launch plan for up to 50 stakeholders, with equity plans, grants and simple vesting. It may suit teams that want a larger free cap table and API access, while Eqvista adds valuation services and mobile apps.

For category browsing, see Equity Compensation Management Software and Cap Table Management Software.

Verdict

Eqvista is a strong choice for private-company founders and finance teams that want cap-table administration, governance tools and valuation services in one place. Its free tier provides a useful start, but the stakeholder cap and per-stakeholder billing make costs worth checking as ownership expands. Look elsewhere if a real-time estimate is all you need or if your company requires a broader free stakeholder allowance.