Eqvista

5.0 (7 Reviews)|Write a Review|Claimed profile
📍 United States HQFounded 2018

Deployment

iPhone/iPadAndroid

Best for

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Overview

About Eqvista

Eqvista provides tailor-made services and packages to fit your company’s needs, including cap table management and unlimited 409A valuations combined. You can get started for free with our Freemium plan, then upgrade your account when your company grows. Our sophisticated software and technology will transform your company, and work to manage your cap table, company shares, 409a valuations and more, in an easy and effective way. Incorporate your company and manage your equity all in one place without all the extra work.

Eqvista supports cap tables from all jurisdictions. Join now and enjoy all the benefits of our system!

At a glance

Software information

Industries served, licensing and the support Eqvista provides.

Industries

  • Investment-management

Licensing

  • Open Source
  • One-Time Payment

Support

  • Email
  • Phone

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
Languages (1)
English

Review analytics

What customers report

5.0
Based on 7 verified reviews
Ease of use5.0
Features & functionality5.0
Customer support5.0

What users like the most

  • We are impressed by their teamwork and attention to fulfilling our project.
  • What impressed us the most about Eqvista was their dedication to customer service and addressing our queries about the 409a value and process.
  • I feel like, for the price, Eqvista offered us world-class service and attention.

What users like the least

  • We recommend Eqvista without reservation.
  • none, we are satisfied with the projects
  • none

Verified reviews

Eqvista reviews

5.0 · 7
Anonymous
Anonymous
Posted on Jun 12, 2024

Simplified our complexity around equity management.

Overall rating
5.0
Ease of use5.0
Features & functionality5.0
Customer support5.0
Eqvista is addressing the need for ESOP exercise by providing support for Online ESOPs exercise, payment, due diligence, and transactions, Eqvista has significantly simplified our equity management processes, ultimately saving time and effort.
Brandon Patterson
Brandon Patterson
Posted on Jun 12, 2024

GREAT PLATFORM

Overall rating
5.0
Ease of use5.0
Features & functionality5.0
Customer support5.0
Eqvista is helping us easily track all stakeholders involved in the company, who invested in us, who has equity, our ESOP program and our token cap table. Pretty much an all in one platform..
Brice Wiley
Brice Wiley
Posted on Jun 12, 2024

Easy to Use, Great Integration

Overall rating
5.0
Ease of use5.0
Features & functionality5.0
Customer support5.0
Eqvista allows for us to accurately track stock for our employees. I like that it integrates with our HRIS system Rippling. This makes it easy to keep track of stock for our employees and they enjoy being able to see everything in one place.
Kevin Nejad
Kevin Nejad
Posted on Jun 12, 2024

Eqvista delivered in timeframe

Overall rating
5.0
Ease of use5.0
Features & functionality5.0
Customer support5.0
Eqvista provided the annual report we needed in the timeframe that met our needs. Their team provided excellent communication and responsiveness to our questions and adjustment needs.
Rod Saunders
Rod Saunders
Posted on Jun 6, 2024

Eqvista performed a detailed 409a valuation for our company

Overall rating
5.0
Ease of use5.0
Features & functionality5.0
Customer support5.0

Eqvista conducted a thorough 409a valuation of our company, assessing financial data, market trends, and risk factors to estimate our FMV. We received a complete valuation report that included methodology, assumptions, and findings, as well as continued support for equity offering. Eqvista demonstrated outstanding project management by producing 409a value reports on time and remaining attentive to our requirements throughout the process. Their team communicated proactively, responded to our issues quickly, and ensured that our needs were met.

Rob Brumfield, CPA
Rob Brumfield, CPA
Posted on Jun 6, 2024

Great Experience

Overall rating
5.0
Ease of use5.0
Features & functionality5.0
Customer support5.0

Eqvista provided a professional, timely and accurate service we were extremely satisfied with at an excellent price point. Their communication and processes were world class and we received updates from them almost daily as the project progressed. They were Extremely communicative and accomodating to our requests. They beat their deadline even with us adding some changes.

Dave Ditmars
Dave Ditmars
Posted on Jun 3, 2024

The Best Solution for Equity Management

Overall rating
5.0
Ease of use5.0
Features & functionality5.0
Customer support5.0
Eqvista has given us a way to connect with our employees, by making all ESOP related information easily-accessible and has increased transparency in the firm. It has also helped us maintain accurate records that are compliant with the rules and regulations, helping us avoid silly and costly errors in the process.

Capabilities

Eqvista features

The full feature set, grouped by module.

Stock Portfolio Management Software

  • Client Management
  • Multi-Currency Support
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Stock Alerts
  • Tax Management

Plans

Eqvista pricing

Price Type
One-time
Free Version
No
Payment Frequency
One-Time Payment
Preferred Currency
USD ($)

Media

Screenshots & video