Overview
Eqvista is a San Francisco-based equity management and valuation company. Its home page says more than 25,000 companies use it and describes three main lines: cap table and ESOP management with vesting schedules and shareholder accounts, IRS safe-harbour 409A valuations produced by an in-house team, and QSBS attestation letters confirming a company’s qualified small business stock eligibility[17].
Its pricing is built around the valuation business. The freemium cap table is free with no credit card for companies with fewer than 20 stakeholders and includes cap table and ESOP management, vesting, stakeholder accounts and a data room. The premium cap table is charged per stakeholder, and the main paid offer is a bundle of a 409A valuation with the premium cap table, priced by funding stage from pre-revenue to Series A, with Series B and later quoted individually[16].
Eqvista’s page notes that tiers may vary with revenue, stakeholder count and capital structure, and its structured data and visible text describe the free plan limit slightly differently (up to 20 shareholders versus under 20 stakeholders)[16]. It does not list UK or European scheme support.
Eqvista features
- Free cap table under 20 stakeholders
- Built-in data room
- In-house 409A valuations
- QSBS attestation letters
- ASC 718 service
- Expedited valuation option
Eqvista pricing
Freemium: free, fewer than 20 stakeholders. Premium cap table: US$2 per stakeholder per month; custom above 50 stakeholders. 409A and premium cap table bundle (annual): pre-revenue US$990, F&F/angel US$1,290, seed US$1,990, Series A US$2,590, Series B+ custom. Extras: expedited processing from US$490, QSBS attestation from US$1,000, ASC 718 from US$500.
Eqvista strengths and limitations
Strengths
- Free plan includes a data room
- Valuation and cap table from one vendor
- Stage-based published valuation prices
- Per-stakeholder pricing suits small tables
Limitations
- Free limit stated two ways on the pricing page
- Per-stakeholder pricing grows quickly with headcount
- No European scheme support listed
- Series B+ pricing not published
Appears in
Eqvista alternatives and competitors
Alternatives to Eqvista: companies ranked in the same lists.
Carta
Ledgy
Fidelity Private Shares
Cake Equity
Mantle
Qapita
EquityList
Astrella
Vestd
Morgan Stanley Bank, N.A.
Global Shares (J.P. Morgan Workplace Solutions)
Optio Incentives
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