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Eqvista

Brand: Eqvista

  • 4.0

  • 4 Ratings

Eqvista is an easy-to-use platform for managing digital shares, valuations, and shareholder records with complete accuracy and control.

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Starting at $2

EqvistaSoftware Overview

What is Eqvista?

Eqvista is a smart business software that helps companies manage their equity structure online. It provides tools to create, issue, and monitor company shares digitally. With Eqvista, you can easily manage your cap table, store important documents, and keep every investor or employee updated with their holdings.

This Equity Management Software helps startups and large companies stay compliant while saving time and effort. From handling 409A valuations to automating vesting schedules, Eqvista ensures smooth management of equity and ownership. It brings all financial data into one dashboard for better visibility and decision-making.

Why Choose Eqvista Equity Management Software?

  • Simple Setup: Easy to start and manage without needing expert knowledge.
  • Accurate Tracking: Eqvista Equity Management Software keeps every shareholder's record updated automatically.
  • Digital Share Issuance: Helps issue shares online without paperwork.
  • Cap Table Clarity: Displays clear ownership distribution across all stakeholders.
  • Automatic Valuation Support: Integrates with 409A valuation tools for accuracy.
  • Board Management: This Equity Management Software handles board decisions and voting digitally.
  • Smart Compliance Tools: Monitors company compliance and reports in real time.
  • Secure Data Access: Protects sensitive information with strong encryption.
  • Custom Dashboards: Offers visual reports for better business insights.
  • Scalable Solution: Grows with your company as your equity expands.

Benefits of Eqvista

  • Time-Saving: Automates manual share tracking and equity calculations.
  • Error-Free Records: Equity Management Software ensures accurate shareholder data and reports.
  • Easy Communication: Keeps investors and team members informed digitally.
  • Improved Transparency: Displays ownership and valuation data clearly.
  • Compliance Support: Tracks and updates compliance requirements automatically.
  • Document Safety: Eqvista keeps all important files protected in secure storage.
  • Data Insights: Provides clear dashboards for smarter financial planning.
  • Investor Confidence: Builds trust through accurate and transparent management.
  • Cost-Effective: Reduces paperwork and administrative costs.
  • All-in-One Platform: Brings cap table, valuation, and compliance together.

Pricing of Eqvista

Eqvista price starts at USD 2 at Techjockey.com.

The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

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Eqvista Company Details

Founded Year:  2018

Our AI-powered, human-delivered approach combines Eqvista Real-Time Company Valuation™ with our NACVA-certified valuation analysts to deliver the fastest, best-priced, 5-star rated valuations on the market.

Director/Founders Tomas Milar
Company Size 101-500 Employees

Eqvista Pricing & Plans

Premium
Key Features
  • E-signing certificates & SAFE agreements
  • Board Resolutions & Voting
  • Rule 701 / Form 3921
  • Waterfall (Exit) Modeling
  • Funding Round Modeling
  • Spreadsheet Import
Starting at $2
    • Monthly

      Monthly
      Monthly

Key Features

  • E-signing certificates & SAFE agreements

  • Board Resolutions & Voting

  • Rule 701 / Form 3921

  • Waterfall (Exit) Modeling

  • Funding Round Modeling

  • Spreadsheet Import

Eqvista Features

  • icon_check Table Management
    Track equity ownership, share classes, and dilution over time.
  • icon_check Electronic Share Issuance
    Issue common, preferred shares, options, RSUs, and convertible securities.
  • icon_check Vesting Schedule Automation
    Create and monitor vesting schedules with cliffs, graded, or custom options.
  • icon_check Exit Modeling
    Simulate dilution and proceeds distribution using waterfall analytics.
  • icon_check Round Modeling
    Plan financing rounds and forecast impact on stakeholder equity.
  • icon_check 409A Valuation Integration
    Real-time & audit-compliant 409A FMV reports included.
  • icon_check Shareholder Management
    Shareholder access to view their holdings and download reports.
  • icon_check Board & Voting Tools
    Conduct board proposals, record votes, and manage corporate actions.
  • icon_check Document Storage
    Securely store related documents, agreements, and supporting files.
  • icon_check Audit Trail
    Maintain transaction logs and history for compliance and review.
  • icon_check Compliance Monitoring
    Ensures GAAP, ASC 718, QSBS, and regional regulatory compliance.
  • icon_check Security
    Prepare for liquidity events with clean cap tables and audit reports.
  • icon_check Dashboards
    Visual insight into ownership distribution, option pools, vesting timelines.
Eqvista Demo Video play icon

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Watch the demo video to explore key features, real workflows, and how the software fits your business needs.

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Eqvista Specification

Supported Platforms
Ubuntu Ubuntu Windows Windows iOS iOS Android Android MacOS MacOS Windows(Phone) Windows(Phone) Linux Linux
Devices
Desktop Desktop Mobile Mobile Tablet Tablet iPad iPad
Deployment
Web-Based Web-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Small Business Startups Medium Business Enterprises SMBs SMEs MSMBs MSMEs
Customer Support
Email Live Chat
Language
English
Training Resources
Live Online

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Eqvista Review

4.0

Out of 5

img

Overall Rating

Based on
4 Verified Ratings

Rating Breakdown

  • Features 3.7
  • Value for Money 4
  • Ease of Use 3.8
  • Customer Support 4.6

80% Recommend this Product

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How much does Eqvista cost?

Eqvista price starts at USD 2 at Techjockey.com. The pricing depends on the number of users, chosen features, and deployment type. You can contact Techjockey experts to know more about current offers and packages.

How does Eqvista Equity Management Software work?

Eqvista works as an online platform that manages your company's shares and ownership records. It automates processes like share issuance, valuations, and vesting schedules, helping you save time and reduce manual work.

Who uses Eqvista?

Eqvista is used by startups, small businesses, investors, and corporate firms that need accurate and digital equity management systems.

Is Eqvista good for startups?

Yes, Eqvista is perfect for startups. Eqvista helps founders and early investors issue shares easily, maintain ownership clarity, and stay legally compliant from the beginning.

Can I handle multiple investors in Eqvista?

Yes, you can manage multiple investors, employees, and funding rounds in one platform without confusion.

Does Eqvista help with compliance?

Yes, Eqvista includes compliance monitoring and audit tracking to ensure your company follows legal and financial standards.

Is Eqvista Equity Management Software secure?

Yes, Eqvista uses strong encryption, data backup, and access control to protect all your company information.

Can I store documents in Eqvista?

Yes, you can upload and store documents like share certificates, contracts, and valuation reports safely with Eqvista Equity Management Software.

Does Eqvista include 409A valuations?

Yes, Eqvista connects directly with 409A valuation services to make compliance simpler for your business.

Can I access Eqvista Equity Management Software from anywhere?

Yes, being a cloud-based platform, you can log in from any device and manage everything securely online.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.