Pricing

Trusted by over 20,000 companies, Eqvista provides advanced equity management and valuation services to businesses worldwide. Explore which plan is right for you.

409A Valuation and Equity Management Platform for Every Company

Freemium

Completely Free

$0

  • No credit card required
  • <20 shareholders
  • Cap Table & ESOP management
  • Vesting Schedules
  • Shareholder Accounts
  • Data Room

Premium

Pay per shareholder

$2

/month

  • Everything in Freemium
  • E-signing certificates
    & SAFE agreements
  • Board Resolutions & Voting
  • Rule 701
  • Form 3921
  • Waterfall (Exit) Modeling
  • Funding Round Modeling
  • Spreadsheet Import
  • Cap Table Onboarding
  • Partner Perks

409A Valuation

Unlimited 409A Updates & Renewals

From

$990

/year

  • Startup – $990/year
  • Funded – $1,290/year
  • Seed – $1,990/year
  • Series A – $2,590/year
  • Series B – $3,590/year
  • Series C – $4,290/year
  • Series C+ – Custom

Cap Table (Optional) Is on Us

Get a 409A and enjoy premium Equity Management features at no additional charge.

Eqvista Real-Time Valuation™

AI-Powered Your Stock Pricing

Expedite 409a Valuation — $490

For those in a hurry: 3–5 working days, priority in valuation processing, and daily updates.

Enterprise

409A, QSBS, Premium Cap Table

From

$1,990

/year

  • Startup – $1,990/year
  • Funded – $2,290/year
  • Seed – $2,990/year
  • Series A – $3,990/year
  • Series B – $5,590/year
  • Series C – $6,790/year
  • Series C+ – Custom

Enterprise includes:

  • Premium Cap Table
  • Unlimited 409A Updates & Renewals
  • Real-Time Valuation™ included
  • QSBS Attestation
  • 83(b) Election 
(mail-in to IRS)
  • ASC 718

Transfer Your Cap Table to Eqvista

Migrate your cap table from another provider or spreadsheet to Eqvista, and enjoy fast onboarding with the support of our dedicated team.

Our 409a valuation and Enterprise pricing tiers are based upon funding rounds, but may vary depending on other factors including: total revenue, number of employees and capital structure. Please consult our staff for an accurate quotation.

Compare Features

See how our plans differ to choose the ideal one for you

Get Expert Valuations and Compliance Services
with Eqvista

Eqvista offers a full spectrum of valuation and filing services designed to support your business at every stage. Our team assists business owners, law firms, and financial institutions in meeting complex valuation and compliance requirements with assurance.

Eqvista Real-Time Company ValuationTM

Access your company’s fair market value in real time with our always-on, IRS-compliant platform. AI-powered, human-delivered, and fully integrated into your equity stack—providing audit-ready insights fast.

FMV Valuation

Our Fair Market Valuation gives you a founder‑friendly, IRS‑compliant FMV report—audit‑ready and ideal for ESOPs or capital raises. Built on real financials and comparables, our valuations deliver clarity, confidence, and compliance.

Software & IP Valuation

Get a clear, defensible valuation of your software or Intellectual Property assets. Our reports use industry‑standard income, market, and cost (asset‑based) methods to deliver reliable, audit‑ready insight into your asset’s market value.

Portfolio Valuation - 
ASC 820

Cut through the noise with founder‑friendly ASC 820 valuations. Audit‑ready and LP‑proof, our reports combine market‑based, income, back‑solve, and OPM models for clear, compliant investor insights.

QSBS Attestation Letter

Pay less tax on your equity with our IRS‑compliant QSBS attestation. We issue a formal letter confirming your company’s QSBS eligibility—simplifying your process and boosting investor and employee confidence.

Compliance Services

Stay audit-proof with our Compliance Services. From ASC 718 stock‑based compensation and Form 3921 to 83(b) elections and Rule 701, we deliver IRS‑compliant filings that simplify equity administration and minimize regulatory risk.

Explore All Eqvista Valuation Services

From essential valuations to tailored, industry-specific solutions, our full range of services is designed to meet the diverse needs of businesses, law firms, and financial institutions.