Eqvista

Eqvista pairs equity administration with valuation services for private companies, making it a strong fit for founders and finance teams managing ownership and compliance as they grow. Its broad toolkit and free cap-table entry point are appealing, though the stakeholder-based paid pricing and the limits of its real-time valuation call for care.

Overview

Eqvista handles shares, options, SAFEs and employee equity, with ownership tracking and funding or liquidity scenario modeling. Governance and compliance support includes vesting schedules, board resolutions and voting, 83(b) elections, Rule 701, Form 3921 and ASC 718. That range makes the platform relevant to teams whose cap-table work extends beyond tracking who owns what.

Valuation services span 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 work 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

• Equity administration: Cap table and ESOP management, stakeholder accounts, vesting and employee portal support bring equity records and related workflows together. The free tier's 20-stakeholder ceiling makes it a starting point rather than a lasting fit for every growing company.
• Compliance and governance: Board actions, voting and support for tax and reporting requirements can reduce the need to manage these tasks separately. Teams should still assess their own compliance needs rather than treat software support as a substitute for professional advice.
• Valuation: The service combines formal valuation work with an app-based estimate of common stock value. The real-time estimate is not a certified 409A valuation, an important distinction for companies needing a formal valuation.
• Integrations and mobile: Eligible companies can connect QuickBooks to send financial data into Real-Time Company Valuation. The iOS and Android app provides access to those valuation insights, not a stated replacement for the broader web-based cap-table workflow.
• Security and support: Eqvista says it uses AWS servers, AWS KMS encryption at rest and TLS/SSL in transit. It says identifiable client data is not used to train or improve AI models, and that AI outputs remain under human oversight. Documentation and phone or email assistance are available.

Pricing

Eqvista is freemium, with paid cap-table access from $2/mo. The free 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. It is a practical way for a small company to begin, but the stakeholder cap means a team expecting to expand may soon need another tier.

Premium Cap Table costs $2 a month and is billed pay per stakeholder. It includes everything in Freemium, plus 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. The low starting price is not a flat company-wide rate: teams should account for stakeholder-based billing as their cap table grows.

The 409A Valuation & Premium Cap Table Bundle starts at $990 a year. Startup/Pre-Revenue is $990/year, F&F/Angel is $1,290/year, Seed is $1,990/year, and Series B+ has custom pricing. Prices may vary by revenue, stakeholders and capital structure. This bundle is the more relevant option for companies seeking cap-table tools alongside a 409A valuation; smaller teams that need only ownership administration can avoid that annual commitment with the free or monthly tier.

Platforms

Eqvista is available on web, iOS and Android. The mobile app provides Real-Time Company Valuation insights, while the platform's equity-management offering serves private companies from formation through pre-IPO.

Who it's for

Eqvista is best suited to private-company founders, investors and finance teams that want equity administration and valuation services under one roof. It is especially relevant to teams facing governance, tax-reporting or formal valuation needs. A company with a very small cap table can start free; a company scaling past 50 stakeholders should weigh the custom pricing against its need for Eqvista's broader workflows. Those seeking only a live estimate should not mistake it for a certified valuation.

Pros and cons

• Pro: Broad equity and governance coverage, including vesting, board voting, Rule 701 and Form 3921, suits finance teams managing more than ownership records.
• Pro: The free plan includes cap-table and ESOP management, a data room and vesting schedules without requiring a credit card, giving small companies room to start without an upfront fee.
• Pro: Formal valuation services range across 409A, FMV, software and IP, tax and portfolio needs, with standard 409A and FMV work delivered in 3–5 business days.
• Con: Free access is limited to fewer than 20 stakeholders, and Premium pricing is per stakeholder, making growth a direct pricing consideration.
• Con: The real-time common-stock estimate is not a substitute for a certified 409A valuation, so it cannot serve every valuation purpose.

Alternatives

Equity Compensation Management Software and Cap Table Management Software are useful category starting points for comparing tools by primary need.

• Cake Equity is another freemium option across web and mobile, with a free plan that includes five stakeholders and cap-table, stock-option and SAFE-note features. Choose it when that smaller free allowance matches your needs.
• EquityList offers a web-only free plan for 10 stakeholders and 1,000 lifetime AI credits. It may suit a team that prefers a smaller free cap and wants those credits.
• Ledgy has a free web and API Launch tier for up to 50 stakeholders, with multi-entry cap-table support, equity plans and grants, and simple vesting. It is worth considering if a larger free stakeholder allowance is the priority.
• Vquity offers a free plan for one company and up to 10 stakeholders, with all modules. Consider it when a smaller cap table and access to all modules matter more than Eqvista's stated valuation breadth.
• Fidelity Private Shares has a free Launch plan for up to 25 stakeholders and companies with less than $1M raised, including cap-table management, equity plan generation, a data room, board consents, scenario modeling and standard reporting. It suits eligible companies prioritizing those tools.
• Empower Health and Welfare Benefits Administration is a paid Android, iOS and web alternative.
• Computershare BoardWorks is a paid option with all modules included and unlimited committees; additional users are charged.
• Astrella is a paid alternative with a free trial and an Early Stage plan at $1,200 a year for 0–25 stakeholders.

Verdict

Choose Eqvista if your private company needs cap-table administration alongside governance support and formal valuation services, and you value a free way to start. Its main advantage is bringing those needs together; its main drawback is that free access is tightly capped and paid cap-table pricing scales by stakeholder. Look elsewhere if a larger free allowance or a single-purpose tool better fits your company's size and budget.