Cap Table & Valuation Services for Vela Wood Clients

What Eqvista Offers?

Eqvista is a full-service equity management platform trusted by 25,000+ companies. Whether you need a 409A valuation, cap table setup, or ongoing equity compliance, we handle it all in one place.

Our services include

• 409A Valuations: IRS-compliant, audit-ready reports delivered by NACVA-certified analysts and CFA charterholders.
• Cap Table Management: Issue shares, manage vesting, and track ownership in real time.
• Cap Table Migrations: We migrate from spreadsheets or other platforms with white-glove onboarding and seamless migrations.
• Valuation Services: Comprehensive support across all valuation needs, delivered by our in-house valuation team, covering a full suite of valuation and IRS filing services.
• Eqvista Real-Time Company Valuation®: The first always-on valuation platform for private companies. Know what your company is worth at the moments it matters most, fundraising, ESOP issuance, M&A, or secondary transactions, with AI-powered, human-reviewed valuations updated continuously.
• Equity Advisory: Guidance on option grants, ASC 718, and complex equity scenarios.
• QSBS Review & Attestation: Formal eligibility reviews and attestation letters to support investor and employee confidence.

Why Choose Eqvista? 

• Accuracy: Real-time, AI-powered valuations and precise cap table management trusted by 25,000+ companies with over $4T in company assets valued. Reports prepared by NACVA-certified analysts and CFA charterholders, accepted by Big 4 auditors and leading VC firms.
• Compliance: Every 409A report and cap table is built to meet IRS and SEC requirements covering ASC 718, Form 3921, 83(b) Election, and Rule 701. Audit-ready from day one, with lifetime IRS audit support included.
• Ease: A dedicated Eqvista support team member, free onboarding for cap tables with fewer than 50 stakeholders, and seamless cap table migration from any spreadsheet or provider. Direct analyst contact from day one, no queues, no delays.

Exclusive for Vela Wood Clients

• Lock in the best rates with MFN-protected pricing, ensuring you always get Eqvista’s most competitive terms
• Work directly with experts through a dedicated Eqvista support team for Vela Wood clients – no queues, no handoffs
• Get up and running fast with free onboarding for up to 50 stakeholders
• Switch without friction, we handle your migration from spreadsheets or other platforms with white-glove support