Everything Your Cap Table Needs

Struggling with messy, user-unfriendly cap tables, slowing your fundraising, or compliance? Eqvista delivers end-to-end cap table services, including setup, updates, audits, verifications, cleanups, and advisory, to keep your equity data accurate, audit-ready, and investor-trusted.

Scale confidently with real-time accuracy for every stage of growth!

Cap Table Services

• Cap Table Management: Day-to-day equity and cap table management on our platform, enabling founders and finance teams to administer ownership, track stakeholders, and maintain an accurate view of equity as the company grows.
• Initial Setup & Migration: Build a clean cap table from scratch or migrate your existing cap table, capturing founders, early investors, and option pools with full transaction history.
• Updates & Real-time Maintenance: Handle issuances, transfers, vesting schedules, and dilutions in real time, ensuring 409A compliance and GAAP-ready records.
• Audits & Verifications: Thorough review of cap table integrity, validating ownership stakes, share counts, and rights against legal documents, board approvals, and corporate records, and resolving discrepancies before due diligence or investor scrutiny.
• Cleanups: Spot and fix inconsistencies or missing data, such as unrecorded grants or expired options, to deliver a polished, exportable cap table.
• Advisory: Professional advice on complicated cases, from secondary sales, recapitalizations, 83(b) elections, ASC 718 reports, and exit planning.

Get Expert Cap Table Services

Ready to simplify equity management and make your cap table stakeholder-friendly and investor-trusted? Contact us now for a free consultation and additional services tailored to your needs.