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eqvista.comSan Francisco, CA, United States
Eqvista is a cloud-based equity management platform helping companies manage cap tables, valuations, and equity workflows.
Eqvista, Inc. provides cloud-based equity management software that helps businesses manage cap tables, valuations, and related equity workflows. The platform supports issuing and managing all forms of securities, cap table administration, and regulatory compliance, enabling founders and companies to run equity programs with accuracy, speed, and governance. It serves tens of thousands of companies worldwide and offers migration, reporting, and ongoing support to simplify ownership, disclosures, and governance.
Mission statement
To serve clients with precision, speed, and care by delivering accessible, compliant equity management and valuation capabilities for founders and growing companies.
Products & Services
Cap Table Platform
Streamline equity management and cap table tracking with real-time updates and expert advisory.
eqvista.com/services/cap-table- ✓ Cap Table Management — Manage Your Cap Table Effortlessly
- ✓ Real-Time Updates — Stay Updated in Real Time
- ✓ GAAP-Ready Records — Ensure Compliance with Standards
- ✓ Integrated Cap Table Management — Maintain Real-Time Cap Table Updates
- ✓ Audits & Verifications — Ensure Accurate Ownership Records
- ✓ Initial Setup & Migration — Seamlessly Transition to Eqvista
- ✓ Data Cleanups — Maintain Clean Equity Records
- ✓ Round Modeling — Model Funding Scenarios
- ✓ Equity Advisory — Receive Expert Guidance
- ✓ Waterfall Analysis — Visualize Dilution Effects
Financial Modeling Service
Empower decision-making through accurate financial modeling tools for startups and investors.
eqvista.com/services/financial-modeling- ✓ Dilution Modeling — Evaluate Dilution Effects
- ✓ Exit & Funding Round Modeling — Simulate Exit Scenarios
- ✓ Round Modeling — Analyze Funding Scenarios
- ✓ Waterfall Analysis — Visualize Payouts at Exit
Equity Advisory Service
Provides expert guidance on structuring equity for startups and precision in compliance.
eqvista.com/services/tax-advisory-equity-consultation- ✓ Equity Structuring Advisory — Strategic Equity Planning
- ✓ 83(b) Elections — Optimize Tax Positions
- ✓ Exit Planning — Facilitate Successful Exits
- ✓ ASC 718 Reports — Ensure Compliance
- ✓ Tailored Strategies — Address Unique Equity Needs
409A Valuation Service
Get Unlimited, Accurate, Audit-Defensible 409A Valuations from Eqvista.
eqvista.com/409a-valuation- ✓ Audit-Ready 409A Valuations — Ensures Compliance at All Levels
- ✓ Unlimited Valuations — Flexible and Comprehensive Coverage
- ✓ NACVA-Certified Analysts — Expert Insights and Assurance
- ✓ Expedited Valuations — Receive Quick Valuation Reports
- ✓ Real-Time Company Valuation — Access Live Valuation Metrics
- ✓ Accessible Reporting — Understandable Valuation Reports
Real-Time Company Valuation Platform
Instantly assess and leverage your company's value with AI-powered, real-time valuations.
eqvista.com/services/real-time-company-valuation- ✓ AI-Powered and Human-Verified — Delivers Accurate Valuations
- ✓ Real-Time FMV on a Cloud Platform — See Your Value Instantly
- ✓ Audit-Ready Valuations — Supports Compliance Requirements
- ✓ Use Cases — Facilitates Strategic Actions
- ✓ Live Data Sync — Maintains Up-to-Date Valuations
- ✓ IRS-Compliant Platform — Ensures Tax Compliance
- ✓ Market Calibration — Informs Valuation Accuracy
- ✓ Human Oversight — Expert Review for Confidence
Public DealShield Service
Provides comprehensive public deal protection for M&A transactions involving private and public entities.
eqvista.com/services/eqvista-public-dealshield- ✓ Fair Market Valuation — Ensures Accurate Valuations
- ✓ Fairness Opinion — Validates Acquisition Terms
- ✓ Integrated Solution — Simplifies M&A Processes
- ✓ Disclosure Documentation — Facilitates Regulatory Compliance
- ✓ Purchase Price Allocation (PPA) — Ensures Accurate Financial Reporting
Venture Debt Service
Flexible funding solutions to support startup growth without equity dilution.
eqvista.com/services/venture-debt- ✓ Non-Dilutive Capital — Retain More Ownership
- ✓ Flexible Terms — Tailor Financing Agreements
- ✓ Accelerate Growth — Boost Expansion Efforts
- ✓ Interest-Only Repayment Period — Manage Cash Flow
- ✓ Warrants for Lenders — Incentivize Lenders
Banking (Cheqly) Service
Effortlessly manage your business finances online with Cheqly's integrated banking solutions.
eqvista.com/cheqly- ✓ Online Bank Account Opening — Access Business Accounts Anywhere
- ✓ FDIC-Insured Accounts — Secure Your Business Finances
- ✓ Integrated Banking — Streamline Banking Operations
- ✓ Same-Day Account Opening — Quick Start for Your Business
- ✓ Visa Debit Card — Conduct Transactions Effortlessly
- ✓ No Monthly Fees — Cost-Effective Banking Solution
Market Segments
Cap table management
Platforms and services that maintain accurate ownership records, model dilution and waterfalls, and provide audit-ready cap tables for founders, finance, and legal teams.
Equity compensation administration
Capabilities to issue and manage option grants and ESOPs, record vesting and transfers, support 83(b) elections, and produce ASC 718 reporting for compliance and payroll.
Valuation services for private companies
Services delivering 409A and fair-market valuations, AI-assisted live valuations with human verification, and audit-defensible reports for tax, fundraising, and ESOP pricing.
M&A valuation and transaction reporting
Valuation opinions, purchase price allocation (ASC 805), fairness opinions, and SEC-ready disclosure documentation to support public-company transactions and M&A reporting requirements.
Startup financial services
Banking and financing offerings tailored to startups and small businesses, including online business accounts, integrated cards, FDIC-insured deposits, and venture debt financing.
Related Organizations
Bake That Cake Pty Ltd delivers a platform to simplify equity administration for startups and their advisers.
EquityList is a global cap table and equity management platform helping companies manage ownership, ESOPs, and governance with automated workflows.
Common Questions
- What does Eqvista, Inc. do?
- Eqvista, Inc. provides cloud-based equity management software that helps businesses manage cap tables, valuations, and related equity workflows. The platform supports issuing and managing all forms of securities, cap table administration, and regulatory compliance, enabling founders and companies to run equity programs with accuracy, speed, and governance. It serves tens of thousands of companies worldwide and offers migration, reporting, and ongoing support to simplify ownership, disclosures, and governance.
- What is Eqvista, Inc.'s role in the Cap table management market?
- Platforms and services that maintain accurate ownership records, model dilution and waterfalls, and provide audit-ready cap tables for founders, finance, and legal teams.
- What is Eqvista, Inc.'s role in the Equity compensation administration market?
- Capabilities to issue and manage option grants and ESOPs, record vesting and transfers, support 83(b) elections, and produce ASC 718 reporting for compliance and payroll.
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