Eqvista vs Forecastr
Eqvista
eqvista.com
Forecastr
forecastr.comSide by side
| Figure | Eqvista | Forecastr |
|---|---|---|
| Price from | $2/mo | $416.67/mo |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 3 | 3 |
| Spec score · Startup Founder Tools | 8.4 (#5) | 7.9 (#7) |
| Product | Eqvista combines equity management, in-house valuation services, and AI-powered company valuation for private companies. | Forecastr combines financial planning software with fractional finance services to help companies understand performance, plan, and make financial decisions. |
| Support | Eqvista provides support documentation and says assistance is available by phone or email. | Every plan includes a dedicated finance expert, and Essentials includes a dedicated financial analyst. |
Plans
Eqvista
- Freemium Cap TableFree
- Premium Cap Table$2 a month
- 409A Valuation & Premium Cap Table Bundle$990 a year
Forecastr
- Essentials$5,000 a year
- Growth$10,000 a year
- CFO ServicesPriced on request
In their own words
Eqvista
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.