Eqvista vs Shareworks
Eqvista
eqvista.com
Shareworks
morganstanley.comSide by side
| Figure | Eqvista | Shareworks |
|---|---|---|
| Price from | $2/mo | — |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| Plans published | 3 | 1 |
| Spec score · Equity Compensation Management Software | 8.2 (#6) | 7.2 (#18) |
| Spec score · Cap Table Management Software | 8.1 (#8) | 7.2 (#21) |
| Headquarters | Las Vegas, Nevada, United States | Morgan Stanley lists its worldwide headquarters at 1585 Broadway, New York, NY 10036. |
| Mobile app | Eqvista’s mobile app provides access to Real-Time Company Valuation insights on iOS and Android. | The Shareworks iPhone app lets account holders view portfolios and events, sell or transfer shares, and exercise options; a Shareworks account is required. |
| Product | Eqvista combines equity management, in-house valuation services, and AI-powered company valuation for private companies. | Shareworks is an integrated equity compensation management platform for private and public companies. |
| Security | Eqvista says its servers use AWS, data at rest is encrypted with AWS KMS, and data in transit is protected with TLS/SSL. | Morgan Stanley describes Shareworks as supporting secure collaboration with data protection and privacy features. |
| Support | Eqvista provides support documentation and says assistance is available by phone or email. | Plan administrators are directed to contact their Relationship Manager for support. |
Plans
Eqvista
- Freemium Cap TableFree
- Premium Cap Table$2 a month
- 409A Valuation & Premium Cap Table Bundle$990 a year
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.
Shareworks
Shareworks is an equity compensation management platform for private and public companies, available on Android, iOS, and the web. Administrators can set up custom global plans and use a sandbox to model budgets and compare forecasts. Reporting supports audit-ready outputs, including 409A valuations and Section 16 filings; private companies can also track capitalization data. The platform shares HRIS data in real time through an API, and Morgan Stanley has announced integrations with Pave, Wilson Sonsini, and Workday. The mobile app lets account holders review portfolios and transaction history, sell or transfer shares, and exercise options. A Shareworks account is required to use it. The iOS app says it supports Face ID or Touch ID, encrypts communications, and does not store financial data on the device. The platform supports restricted stock units, stock options, employee stock purchase plans, custom vesting rules, employee portals, and valuations. Pricing is on request. Services are provided by Morgan Stanley Smith Barney LLC and its affiliates.