Getting Started with Eqvista

Eqvista is a comprehensive equity management software platform designed to help company founders, shareholders, and investors efficiently track, manage, and monitor company shares and ownership.

It specializes in cap table management for startups, SMEs, and larger companies.

Eqvista also offers 409A valuation services, conducted by certified professionals, to a diverse range of clients, including pre-seed startups, unicorns, and venture capitalists.

Eqvista has three offices located in:

• San Jose, CA
• Las Vegas, NV
• Hong Kong

You can contact us to know more.

Eqvista offers a comprehensive range of services focused on equity management and business valuations, tailored to meet the diverse needs of different companies.

• Cap Table Management: Real-time, efficient management of company cap tables with transparent transactions and analysis.
• Cap Table Migration & One-time Setup: Assistance with migrating existing cap tables to Eqvista and a free one-time setup for Premium and Enterprise users.
• 409A Valuation: Unlimited 409A valuations by NACVA-certified valuation analysts ensuring compliance with safe harbor standards.
• Eqvista Real-Time Company Valuation™: An AI-powered, always-on valuation platform providing instant company valuations for informed decision making.
• Business Valuation & IRS Filing: Support for various business valuations for companies of all sizes, with IRS filing services including ASC 718, Form 8594, Form 3921, and 83(b) elections.
• Issuing Shares: Online and real-time issuance of shares to founders, investors, and employees without high costs or complexity.
• Shareholder Management: Centralized tracking of shareholders, access for shareholders to their grants, and electronic certificate requests.
• Financial Modeling: Tools such as Waterfall Analysis and Round Modeling to analyze share dilution effects and exit strategies.
• Stock-based Compensation Reporting: Cost-effective, audit-ready, GAAP-compliant financial reporting assistance.
• Business Account Opening: Integrated neobank service, Cheqly, to open and manage business accounts online globally.
• Company Formation: Affordable incorporation services to help start new companies seamlessly.
• Tax Consulting: Expert guidance to identify risks and opportunities to optimize financial decisions and minimize taxable income.

Signing up for Eqvista is quick, easy, and for free — no credit card required. Just follow these steps:

• Select Account Login at the top right of our website
• You can choose the option to register or create a new account.
• Enter the required registration details to complete your registration.

After registration, log in to set up your company profile and cap table. Eqvista offers free training and demos to help you get started.
For a step-by-step guide, you can refer to Eqvista’s official support article here: How to Sign Up With Eqvista?

A Cap Table (Capitalization Table) is a spreadsheet that shows a company’s ownership structure. It lists all shareholders and provides details on the type and number of shares they own, as well as their corresponding ownership percentage.

Cap Tables help startups and growing companies track funding rounds, share issuances, transfers, and dilution. They provide a clear, up-to-date record of ownership, aiding financial decisions, compliance, and transparent reporting.

A cap table shows your company’s ownership, listing all shareholders and their shares. It helps you track equity, manage dilution, and make smart financial decisions—especially during fundraising. It’s essential for clear communication with investors, tax reporting, and planning stock compensation.

When choosing a cap table software, look for the key features to ensure it meets your company’s equity management needs efficiently and securely:

• User-Friendly & Customizable: Easy-to-navigate interface with customizable equity plans and reports tailored to your business.
• Compliance & Reporting: Automates legal and financial compliance, including 409A valuations and tax form generation.
• 409A Valuation Support: Ensures IRS compliance and provides audit-ready valuation reports for stock option grants.
• Scenario Modeling & Waterfall Analysis: Models funding rounds and exit scenarios to track ownership, dilution, and payouts for strategic planning.
• Real-time Equity Tracking: Automated tracking of shares, issuances, transfers, and instant dilution calculations.
• Strong Security: Multi-layer protections, including encryption and multi-factor authentication, safeguard data.
• Secure Stakeholder Portal: Role-based access for shareholders, including e-signatures and document requests.
• Document Management: Secure storage with full audit trails and user activity tracking.

Eqvista offers all these benefits and many more. Try it out here for FREE today!

Eqvista stands out from other cap table management software by offering an all-in-one, affordable platform that combines real-time cap table management with unlimited 409A valuations performed by certified analysts, IRS filing support, and advanced financial modeling tools. Its user-friendly, customizable interface and secure, cloud-based system with role-based shareholder access make equity management easy and transparent.

Additionally, Eqvista provides dedicated professional support and serves over 21,000 companies, making it particularly well-suited for startups and growing businesses seeking a comprehensive and cost-effective solution.

Eqvista provides a secure, cloud-based platform that keeps your equity data accurate and up-to-date in real-time. It centralizes shareholder details, automates share issuance and transfers, and manages stock option plans with compliance. The platform provides customizable access for stakeholders and offers advanced tools. A dedicated support enables you to maintain a clear, compliant, and transparent cap table, facilitating better decision-making and fundraising.

Yes, you can import your existing cap table into Eqvista. Our team offers free assistance to migrate your data from spreadsheets or other platforms. After signing up and creating your company account, you provide your current cap table data or access, and Eqvista handles the transfer, error checking, and verification. The process usually takes 3-5 business days and supports various equity types and vesting schedules.

For help, you can contact Eqvista at info@eqvista.com.

To migrate your cap table to Eqvista, first sign up and create your company account. Then, provide your current cap table data either by sharing access to your existing platform or by sending spreadsheets with your equity details. Eqvista’s team will handle the data transfer, review for errors, and assist with corrections. After the process, you’ll review and verify the imported cap table.

Yes, multiple team members can access your cap table on Eqvista. Eqvista enables you to assign different user roles with specific access levels, allowing you to control who can view or edit the cap table. There are three main access levels:

• Full Access
• Full View
• Limited View

You can easily add users via the platform and assign them roles and access according to their responsibilities. This includes shareholders, employees, investors, board members, lawyers, accountants, and other external collaborators. You also have the flexibility to grant or revoke access at any time to maintain control and security over your equity data

Yes, Eqvista has a freemium plan for those who have just started their company. If you have less than 20 shareholders in your company, you can easily access all the features of Eqvista with the FREE plan. Once your number of shareholders increases to more than 20, then you will have to upgrade your plan to the premium plan. Learn more here!

To upgrade your subscription plan on Eqvista, log into your account and select your company. Go to the “Subscription” tab on the left side of the dashboard, then click “Detail.” Here, you can choose to upgrade your plan by increasing the number of shareholders; you pay $2 per additional shareholder monthly. After entering the new number of shareholders and your payment details, confirm the upgrade.

Eqvista will process this instantly, allowing you to add more shareholders and access premium features. You can upgrade or downgrade your plan at any time, and if you paid annually, you will only pay the difference moving forward. For detailed assistance, you can also contact Eqvista support.

Learn more about it and how you can upgrade your plan here!

Eqvista currently offers four main plans with distinct features:

• Freemium Plan: Free for up to 20 shareholders. Includes basic cap table, ESOP management, vesting schedules, shareholder accounts, and data room. Allows up to 3 users.
• Premium Plan: $2 per shareholder/month for over 20 shareholders. Adds e-signatures, financial modeling, compliance forms, spreadsheet import, board resolutions, and voting. Includes free cap table onboarding.
• Enterprise Plan: For larger or complex companies. Includes everything in Premium plus unlimited 409A valuations, QSBS attestation, 83(b) elections, ASC 718 filings, and expanded support. Pricing varies by company stage.
• 409A Valuations: Available as part of plans or standalone, starting at $990/year for early-stage companies.

Cap table migration is free for all paid subscriptions.

The 409A Valuation package is for those companies that are growing at a fast rate and are having funding rounds often. The plan includes:

• Unlimited 409a Valuations
• Premium Equity Management Features at no additional charge
• CapTable Onboarding
• Client Support

To know more, contact us and we can create the best plan for you!

The 409A Valuation Package is billed annually with pricing tiers based on your company’s funding stage. The base prices start at $990 per year for startups and increase with more advanced stages.This annual fee includes unlimited 409A valuations for 12 months, allowing multiple valuations within the year at no extra cost. There is also an expedited service option for faster turnaround.

This package can be part of the Enterprise plan or purchased standalone, and the valuations are performed by certified analysts with audit-ready, IRS-compliant reports.

The difference between Eqvista’s 409A Valuation Package and the Enterprise Plan lies mainly in scope and included services:

• The 409A Valuation Package is focused specifically on providing unlimited 409A valuations for 12 months, performed by NACVA-certified analysts. Pricing starts at $990/year for startups and increases with later funding stages. It is designed for companies primarily needing defensible, audit-ready valuation reports for compliance and stock option grants.
• The Enterprise Plan combines the Premium cap table management plan with unlimited 409A valuations (for material events), QSBS attestation, 83(b) election filing, ASC 718 support, and expanded professional support.

Yes, you can switch between plans on Eqvista at any time. To upgrade or change your plan, log into your account, click the “Subscription” tab, and select “Detail” to update your plan or the number of shareholders.

Changes, such as adding more shareholders and moving from Freemium to Premium, are processed instantly with pro-rata billing applied based on your current billing period. If you cancel a Premium plan, it remains active until the end of the current paid billing period. After this, you can downgrade or upgrade again at any time.

Yes, Eqvista offers 409A valuations for all companies from any industry, of any size and at any stage. Here is the starting price for 409A valuation report:

• 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

To know more on how our 409a valuation services works, you can contact us.

Eqvista’s 409A valuation analysts hold top certifications, including NACVA, CFA, and CFO-level credentials. Eqvista follows AICPA guidelines and industry best practices to deliver accurate, IRS-compliant, and audit-ready 409A valuation reports. Our certified team provides defensible valuations and comprehensive equity management services tailored to diverse company needs.

The process is straightforward, and our team is ready to assist you at every step:

• Send us your inquiry using the service page and select “Get 409A valuation.”
• We will respond promptly and connect you directly with our analysts, who will guide you through each stage of the process.
• Provide company information, including financials, cap table, and fundraising documents.
• Certified analysts perform the valuation using standard methodologies.
• Review the draft report and request any changes.
• Receive the final IRS-compliant 409A report for board consideration and approval.

The process usually takes 5–10 working days and includes unlimited 409A valuations for a 12-month period. An expedited service, completing in 3–5 working days, is available for an additional fee.

If you have any questions or need assistance at any stage, please don’t hesitate to contact us. Our team is available to provide support and answer all your inquiries throughout the process.

We will need the following documents from you for preparing your 409A valuation:

• Cap table – If you are already on Eqvista, you just need to tell us and share the access or share your cap table with us
• Corporate documents – the company bylaws and articles of incorporation
• Company information – Management Bios
• Any Previous 409A valuation reports
• Financial Statements – Income statements, balance sheets, and cash flow statements for the last 3-5 years (or since inception for younger companies).
• Financial Forecasts- Projected revenue, expenses, and growth for 1-5 years to support income-based valuation.
• Secondary Transactions: Information on private sales or transfers of company shares.
• Convertible Securities: Data on convertible notes, SAFEs, or other dilutive securities.
• Comparable Public Companies: Names of similar or competitor companies to benchmark valuations.
• Outstanding Debt: Any company debt or obligations.

Our valuation methodology would normally include Income Approach, Market Approach & Asset Based Approach. For funded companies (VC, SAFE, Reg, Crowdfund, etc), we would also conduct a 4th methodology called the Backsolve Approach/Method.

In terms of a 409a valuation, which often finds the lowest FMV for ESOP issuance, investors accept our methodology as industry standard for 409A valuations to justify a lower share price.

In terms of Investment Valuations, we use similar metrics to that of VCS (Income Approach through DCF (Perpetuity and Exit Multiple), as well as Market Approach on market multiples, both public and private comps).

Another large section of our business is on buy-side and sell-side valuations to determine transaction amounts, and often we have heard comments that our valuations are very accurate and in-line with offers received.

We provide a detailed 409A valuation report sample for your review, allowing you to understand what these reports typically include. Reports range from 30 to 80 pages and are designed to be audit-ready and IRS-compliant, enabling companies to set strike prices for options and maintain compliance with IRS Section 409A regulations.

Eqvista offers the option to download a PDF sample report on the 409A valuation page, allowing users to view the full structure and content.

Our analysts hold top certifications (NACVA, CFA, CFO), ensuring accurate, IRS-compliant, and audit-ready reports. We are offering unlimited valuations for 12 months, personalized support, affordable pricing starting at $990/year, and fast turnaround times.

Trusted by over 21,000 companies, Eqvista provides defensible valuations for IRS safe harbor protection across various industries and company stages.

Eqvista has 409A valuation experience across many industries, including finance, health tech, consumer services, transportation, construction, engineering, fintech, and high-growth tech. They serve companies at all funding stages—from early startups to seed, Series A, B, C, and beyond—supporting rapid growth and complex capital structures with accurate, IRS-compliant valuations.

Eqvista has 409A valuation experience across many industries, including finance, health tech, consumer services, transportation, construction, engineering, fintech, and high-growth tech. They serve companies at all funding stages—from early startups to seed, Series A, B, C, and beyond—supporting rapid growth and complex capital structures with accurate, IRS-compliant valuations.

Yes, Eqvista has its own dedicated valuation team composed of private equity and startup valuation specialists. Our team holds top credentials, including NACVA-certified valuation analysts, Chartered Financial Analysts (CFAs), CFO certifications, and IRS Enrolled Agents, ensuring expert, accurate, and IRS-compliant 409A valuation reports.

Yes, Eqvista has a dedicated, highly certified valuation team with experience in handling 409A valuations that comply with IRS regulations, including complex situations often faced by non-U.S. companies. Our expertise ensures accurate, defensible, and IRS-compliant valuations, making them well-equipped to support international clients who need 409A valuations for U.S. equity compensation compliance and related legal protections.

Each country has different legal requirements that Eqvista does not have jurisdiction over. Because compliance and business law differ from country to country, Eqvista’s cap table is merely a valuable tool for companies to use together with legal counsel. Therefore, the user is responsible for ensuring their equity issuances are properly structured and comply with applicable laws and regulations.

Yes, Eqvista helps you in the process of incorporation through our sister companies – Incparadise, for incorporation in any state in the USA and Startupr for incorporation in Hong Kong. Contact us to know more, or visit us and get the details!

If you have any issue with our platform, you can get help by:

• Check out Eqvista’s extensive support articles and videos available on our website.
• Contact our support team at info@eqvista.com.
• Calling our support line at (415) 375-4963
• Fill out the contact form on Eqvista’s contact page to describe your issue, and their team will respond promptly.

Eqvista’s support team is dedicated to assisting users with any cap table or platform issues to ensure smooth management of your company’s shares and related services

Yes, Eqvista offers a demo and training that provides an introduction and basic overview of their platform. It is designed to familiarize users with the platform’s functionality and ease onboarding, especially since some features can be complex at first.

If you are a new founder who needs to know about how things work and how to handle your equity responsibilities, we have prepared a knowledge center for you.

Eqvista has a knowledge center, a support center and also a blog that would help you stay up to date with all that is changing and happening in the app. It also guides you through all the important processes using a stepwise method. Check out our support articles here! If you want to know more and need additional help, you can contact our team.

You can connect with us at Eqvista through our contact us page. It will ask you to share your name, email and message. Other than this, you can also email us at – info@eqvista.com at any time. Our team will get back to you as soon as possible.

Yes, you can check out the Eqvista cap table product roadmap! Just to let you know, we keep updating our product constantly. The team is specialized to help our clients, and make the right decisions based on their industrial knowledge. Hence, you can regularly see updates on the application. To know what is next, check out the roadmap as shared above.

Yes, Eqvista takes data security and privacy very seriously. We have added 2-factor authentication for logging into the app. We want to ensure that all your information is secure and accessible only to you.

Eqvista also operates with strong policies on data backup, business continuity, and client data confidentiality. We do not sell or share your personal data with third parties.