Eqvista vs OpenVC CRM

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.

OpenVC CRM is a web-based fundraising pipeline for early-stage startup founders managing investor interactions. Founders can add investors from OpenVC’s list or enter them manually, then move contacts from outreach through to close. Investor lists, introduction pathways, and pitch deck tracking are built into the workflow. The CRM can show when investors open shared decks and how long they view them. Teams can collaborate, and the free plan includes unlimited CRM use, team members, and deck analytics, with no additional cost for team seats. The plan is free, billed free forever. Founders can import up to 50 external investors at a time and export data as CSV or XLSX. Exports omit emails for investors contacted through the Submit deck action and omit investor LinkedIn profiles. Records cannot currently be deleted in bulk, and a record cannot be deleted if a credit has been used for it. OpenVC says data access is limited to its team for service operations and that it uses safeguards but cannot guarantee absolute security.