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About Eqvista
What is Eqvista?
Eqvista is a comprehensive equity management and valuation platform designed for private companies, from early-stage startups to pre-IPO. It combines cap table management, ESOP administration, and IRS-compliant 409A valuations in one integrated system.
What problem does it solve?
Traditional equity management often relies on spreadsheets, which become error-prone and hard to scale. Eqvista replaces static reports with real-time, audit-defensible valuation data, helping founders make confident decisions about stock options, funding rounds, and compliance.
Who is it for?
Eqvista is ideal for founders, CFOs, and HR teams at startups and growing private companies that need to manage ownership, issue equity, or comply with IRS regulations. It's also used by law firms and financial institutions to serve their clients. It is not for public companies or individuals seeking personal investment management.
Real use cases
Startups use Eqvista to track cap tables, manage vesting schedules, and run 409A valuations for IRS safe harbor. Law firms leverage its white-glove migration to transfer client cap tables from spreadsheets or other platforms. Investors rely on Eqvista's Real-Time Company Valuation® for portfolio monitoring.
Key features
- Cap Table & ESOP Management — Manage shareholders, vesting schedules, and ESOPs in one place.
- 409A Valuations — Get unlimited, IRS audit-defensible valuations with 100% in-house NACVA-certified team.
- Real-Time Company Valuation® — See your company's fair market value dynamically, not just in static reports.
- Waterfall & Funding Round Modeling — Simulate exits and funding scenarios to inform decisions.
- Board Resolutions & Voting — Streamline corporate governance with digital resolutions and records.
- Compliance Forms (83(b), Rule 701, Form 3921, ASC 718) — Automate federal and state filings with built-in support.
- White-Glove Migration — Move your cap table from spreadsheets or other providers with dedicated onboarding support.
SaaSpartout Score
7.5
/10
Editorial score from our review methodology — not user ratings.
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Eqvista Pricing
Eqvista pricing: Free plan available; 409A bundle from $990/year. Billing model: Freemium.
For comparison: the median starting price in Finance & Accounting is $20/month, measured across 145 tools we track. See the full SaaS Pricing Index →
Freemium Cap Table
Free — no credit card required. Includes: up to 20 stakeholders, cap table & ESOP management, vesting schedules, stakeholder accounts, data room access.
Premium Cap Table
$2/month per stakeholder (custom pricing above 50 stakeholders). Includes everything in Freemium, plus 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
From $990/year (varies by stage: Startup/Pre-Revenue $990, F&F/Angel $1,290, Seed $1,990, Series A $2,590, Series B+ custom). Includes 409A valuation with unlimited updates, Premium Cap Table, white-glove migration, and Eqvista Real-Time Valuation®.
All plans start with a free tier. No free trial needed for paid plans — they are subscription-based.
Frequently asked questions
Is Eqvista free?
Yes, Eqvista offers a completely free cap table plan for up to 20 stakeholders, with no credit card required. Paid plans start at $2 per stakeholder per month for Premium features.
How much does Eqvista cost?
Eqvista pricing: Free for basic cap table. Premium Cap Table is $2/stakeholder/month (custom pricing above 50). 409A Valuation + Premium bundle starts at $990/year, scaling with funding round (e.g., Seed $1,990/year).
What is Eqvista used for?
Eqvista is used for cap table management, equity and ESOP administration, and IRS-compliant 409A valuations. It helps startups manage ownership, issue stock options, and stay compliant from formation to pre-IPO.
Who is Eqvista best for?
Eqvista is best for early-stage startups, scaling private companies, founders, CFOs, and law firms that need a combined equity management and valuation solution. It's also used by financial institutions for portfolio valuations.
What are top alternatives to Eqvista?
Common alternatives to Eqvista include Carta, Pulley, Capchase, and LTSE Equity. While Carta is widely known, Eqvista offers a lower-cost entry with a free plan and includes 409A valuations in a single platform.
What are Eqvista's limitations?
The free plan is limited to 20 stakeholders, and advanced compliance features (like 83(b) filing, Rule 701, Form 3921) are only in the Premium plan. Also, 409A valuations are bundled with Premium, so there's no standalone 409A-only pricing.
