Vquity

Vquity suits founders, investors, and employees who need one workspace for ownership records, financing events, diligence documents, and equity views. Its strongest case is a broad equity workflow with a generous free tier; companies needing provider-run valuations, live third-party connections, or certified security should look elsewhere.

Overview

Vquity combines cap-table administration, funding-round mechanics, award and vesting records, data-room review, and investor and employee portals in a web and Windows product. It records holders, share classes, issuances, transfers, repurchases, and multiple award types, while supporting region profiles for the US, UK and Europe, UAE, Saudi Arabia, India, and Singapore and Southeast Asia.

The breadth benefits a company that wants founders and stakeholders working from the same equity record. It does not perform 409A or FMV valuations, however; users must supply a valuation from a provider. Its Carta, Pulley, and AngelList imports consume exported files rather than maintaining live API links.

Key features

Round management is unusually consolidated. One closing operation can handle SAFE conversion, an option-pool top-up, and a pre-close snapshot, reducing the risk of those related changes being recorded separately. Support covers stocks, stock options, SAFEs, warrants, convertible notes, and KISS, with advanced vesting rules and tax reporting.

The data room classifies documents across 111 types, drafts fields through AI extraction, and produces a diligence-readiness score. Extraction runs only on documents explicitly submitted for it, and the maker says customer documents and cap-table data are not used to train general-purpose AI models. Review remains necessary because extracted fields are drafts, not final diligence conclusions.

Investor and employee portals authenticate with one-time email codes and expose equity information, documents, and a tax view. Vquity tracks the 409A/FMV lifecycle and expiry alerts, making it useful for administration, but it cannot replace a valuation provider.

Accounting and HR synchronization connects to Vinance and PeopleX. Changes from those systems require human review and confirmation, so the integrations provide controlled updates rather than unattended automation. Role-based workspace access, TLS traffic protection, and cloud-provider encryption at rest are stated safeguards, but Vquity currently has no third-party security certifications.

Exports include company details, share classes, shareholders, rounds, grants, and warrants in XLSX or JSON, shareholder CSV exports, and Data Room documents as a ZIP. That gives teams a practical exit route if records must be analyzed elsewhere.

Pricing

Free

The Free plan costs nothing, billed forever, for one company and up to 10 stakeholders. It includes all modules, making it a credible starting point for a small founding team or a limited pilot. The company and stakeholder caps are the trade-off.

Monthly

Monthly costs $99 a month, billed per month and per company workspace. It allows unlimited stakeholders, includes all modules on web and desktop, can be canceled anytime, and remains accessible through the paid period. Choose it when headcount or transaction volume is uncertain and flexibility matters more than annual savings.

Founding Annual

Founding Annual costs $490 a year per company workspace. It allows unlimited stakeholders, unlimited companies in the workspace, and the full platform for the first 15 companies, with the rate locked while subscribed. It is the standout option for a multi-entity workspace that qualifies for this introductory arrangement.

Annual

Annual costs $990 a year per company workspace, with unlimited stakeholders, all modules, and web and desktop access. It fits an established company willing to commit annually; the Free plan is better for a single small cap table, while Monthly avoids a long commitment.

Platforms

Vquity runs on the web and Windows desktop. There is no stated mobile app, so mobile-first stakeholder access is not its platform strength.

Who it's for

Founders get cap-table, round, award, vesting, scenario, and document workflows in one place. Investors can view positions and documents through a portal, while employees can follow grants, vesting, and tax information. Teams that require live Carta, Pulley, or AngelList synchronization, provider-delivered valuations, or certified security controls should evaluate alternatives.

Pros and cons

Pros

• Broad equity coverage: cap tables, rounds, SAFEs, options, warrants, convertibles, KISS, vesting, portals, and data rooms share one workspace.
• Useful free tier: all modules are available at no cost for one company and up to 10 stakeholders.
• Efficient round closing: SAFE conversion, pool top-up, and pre-close snapshot can be handled together.
• Portable records: XLSX, JSON, CSV, and ZIP exports support downstream analysis and document retrieval.

Cons

• No valuation service: a provider must supply the 409A or FMV valuation.
• File-based imports: Carta, Pulley, and AngelList data is imported from exports, not live APIs.
• Human approval remains necessary: Vinance and PeopleX changes await review and confirmation.
• No third-party certifications: organizations with formal assurance requirements may need another vendor.

Alternatives

For a wider shortlist, see Equity Compensation Management Software.

• Cake Equity is a better fit when Android or iOS access and a five-stakeholder free plan matter.
• Eqvista suits teams wanting mobile apps and a free plan below 20 stakeholders with cap-table, ESOP, vesting, accounts, and data-room tools.
• EquityList is worth choosing for a web-only product with 1,000 lifetime AI credits on its free plan.
• Ledgy fits organizations seeking API access and a free plan capped at 50 stakeholders.
• Fidelity Private Shares is an alternative for launches capped at 25 stakeholders and less than $1 million raised, with board consents and scenario modeling included.
• Empower Health and Welfare Benefits Administration is a paid option with pricing supplied by an Empower representative.
• Computershare BoardWorks is a paid board-management subscription with unlimited committees and extra user charges.
• Shareworks is a paid equity platform whose pricing is supplied on request.

Verdict

Choose Vquity if you want cap-table operations, stakeholder access, diligence organization, and award administration together, especially while a 10-stakeholder free plan or multi-company Founding Annual plan covers your needs. Look elsewhere if live integrations, an included valuation service, mobile apps, or third-party security certification is essential.