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SPECIFICTION
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Eqvista

eqvista.com

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Spec score 8.2 #6 of 29 in Equity Compensation Management Software

What it is

Eqvista combines equity management, valuation services, and app-based company valuation for private companies. Its cap table tools track ownership and manage shares, options, SAFEs, and employee equity, alongside vesting schedules, compliance, and funding or liquidity scenario modeling. Governance and compliance features include board resolutions and voting, 83(b) elections, Rule 701, Form 3921, and ASC 718 support. Valuation offerings include 409A and fair market valuations, software and IP, gift and estate tax, ASC 820 portfolio valuations, and QSBS attestation letters. Real-Time Company Valuation provides an app-based estimate of common stock value for private companies; Eqvista says it does not replace a certified 409A valuation. Eligible companies can connect QuickBooks to send financial data into that feature, and the mobile app provides valuation insights on iOS and Android. The free cap table plan covers fewer than 20 stakeholders. Premium Cap Table costs $2 a month, billed per stakeholder; a valuation and cap table bundle is listed from $990 a year. Eqvista says it uses AWS, AWS KMS encryption at rest, and TLS/SSL in transit.

Spec sheet

Product
Eqvista combines equity management, in-house valuation services, and AI-powered company valuation for private companies.Read 28 Sep 2026 · eqvista.com
Intended users
Eqvista describes its platform as serving private companies from formation through pre-IPO, including founders, investors, and finance teams.Read 28 Sep 2026 · eqvista.com
Security
Eqvista says its servers use AWS, data at rest is encrypted with AWS KMS, and data in transit is protected with TLS/SSL.Read 28 Sep 2026 · eqvista.com
Support
Eqvista provides support documentation and says assistance is available by phone or email.Read 28 Sep 2026 · eqvista.com
Headquarters
Las Vegas, Nevada, United StatesRead 28 Sep 2026 · eqvista.com
AI data handling
Eqvista says identifiable client data is not used for AI training or model improvement, and AI-generated outputs remain subject to human oversight.Read 28 Sep 2026 · eqvista.com
Company status
Eqvista Inc. says it is registered with the U.S. Securities and Exchange Commission as a Transfer Agent.Read 28 Sep 2026 · eqvista.com
Equity features
The cap table platform supports share, option, SAFE, and employee equity management, ownership tracking, compliance, and funding or liquidity scenario modeling.Read 28 Sep 2026 · eqvista.com
Governance and compliance
Features include board resolutions and voting, vesting schedules, 83(b) elections, Rule 701, Form 3921, and ASC 718 support.Read 28 Sep 2026 · eqvista.com
Integration
Eqvista says eligible companies can connect QuickBooks to send financial data into Real-Time Company Valuation.Read 28 Sep 2026 · eqvista.com
Mobile app
Eqvista’s mobile app provides access to Real-Time Company Valuation insights on iOS and Android.Read 28 Sep 2026 · eqvista.com
Real-time valuation
Eqvista Real-Time Company Valuation provides an app-based view of estimated common stock value for private companies and the site says it is not a substitute for a certified 409A valuation.Read 28 Sep 2026 · eqvista.com
Valuation services
Eqvista offers 409A, fair market, software and IP, gift and estate tax, ASC 820 portfolio valuations, and QSBS attestation letters.Read 28 Sep 2026 · eqvista.com
Valuation turnaround
The About page says standard 409A and FMV valuations are delivered in 3–5 business days, with expedited valuations available as quickly as the next business day.Read 28 Sep 2026 · eqvista.com

Plans and prices

Freemium Cap Table Free No credit card required · <20 stakeholders · Cap Table & ESOP management · Vesting Schedules · Stakeholder Accounts · Data Room Read 28 Sep 2026 · eqvista.com
Premium Cap Table $2 a month Pay per stakeholder Everything in Freemium · E-signing certificates & SAFE agreements · Board Resolutions & Voting · Rule 701 · Form 3921 · Waterfall and Funding Round Modeling · Spreadsheet Import · Cap Table Onboarding · Custom pricing above 50 stakeholders Read 28 Sep 2026 · eqvista.com
409A Valuation & Premium Cap Table Bundle $990 a year From /year Startup/Pre-Revenue – $990/year · F&F/Angel – $1,290/year · Seed – $1,990/year · Series A – $2,590/year · Series B+ – Custom · Pricing may vary by revenue, stakeholders, and capital structure Read 28 Sep 2026 · eqvista.com

Every Eqvista plan and price →

Strong points and limits

Strong points

  • Tracks shares, options, SAFEs, and employee equity
  • Includes board resolutions, voting, and compliance support
  • Offers several valuation services and QSBS attestation letters
  • Mobile valuation insights are available on iOS and Android
  • Free cap table plan covers fewer than 20 stakeholders

Limits

  • Free cap table plan is limited to fewer than 20 stakeholders
  • Real-Time Company Valuation is not a certified 409A valuation
  • Premium pricing is billed per stakeholder

Who it suits

Eqvista suits private-company founders, investors, and finance teams managing equity and valuations. Its stated range includes companies from formation through pre-IPO.

Verdict

Eqvista brings cap table management and valuation services together for private companies. Its app-based real-time valuation is an estimate, not a substitute for a certified 409A valuation.

Where Specifiction places it

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