“Simplified our complexity around equity management.”

Eqvista
Deployment
Best for
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
- Phone
Training
- Webinar
Knowledge Base
- Help Guides
- Video Guides
- Blogs
- Webinars
Review analytics
What customers report
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
“GREAT PLATFORM”
“Easy to Use, Great Integration”
“Eqvista delivered in timeframe”
“Eqvista performed a detailed 409a valuation for our company”
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.
“Great Experience”
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.
“The Best Solution for Equity Management”
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
Media