Founders’ guides to equity, valuations, and company growth.
If your company issues stock options, restricted stock, or other equity to employees, consultants, or advisors and you’re not registering those securities with the SEC, you’re almost certainly relying on Rule 701. Most private companies use it without ever thinking twice. But the moment you need to prove eligibility for a financing round, an audit, …
ASC 820 valuations must be completed before audits because they define how investment fair values are measured, documented, and disclosed. For small and mid-sized fund managers, engaging a third-party valuation specialist is the most reliable way to ensure audit-ready compliance. Key Takeaways What Is ASC 820 and Why Does It Apply To Fund Managers? Under …
Solo founders can raise startup funding, but they face a measurable, structural disadvantage that begins long before they ever pitch an investor. In 2024, solo-founded startups rose to 35% of all new company formations, more than doubling from 17% in 2015, yet their share of companies that successfully closed a venture capital round remained flat …
Today, we’re excited to announce the launch of the Eqvista mobile app, the first app built for Eqvista Real-Time Company Valuation®. The launch represents another step toward making company valuation more accessible, dynamic, and available wherever business decisions are made. For decades, company valuations have been delivered as static reports created at a specific point …
A secondary transaction refers to the sale of pre-existing shares to a new investor. In contrast, in a primary transaction, the company issues new shares and receives the proceeds. If founders know how to engage in secondary transactions, the path to liquidity does not have to involve the business reaching a company-wide exit event. The …
The opportunity cost in business can be understood in terms of potential gains or profits an entrepreneur forgoes by making one choice over another. Due to the increasing possibilities to spend, save, or invest in a business, entrepreneurs need a precise way to compare their options to stay within their budgets. This is where analyzing …
Eqvista joins a conversation with George Crane, Co-Founder and CEO of Bindbridge, to discuss the journey of a startup bringing fresh thinking to agriculture through AI-driven molecular discovery. In this conversation, George shares how Bindbridge was founded at the intersection of science, technology, and a pressing industry need: the search for safer, more effective, and …
A cap table records who owns a company and under what terms; a waterfall model uses that same data to calculate who gets paid, and how much, when the company is sold. Building an investor-ready cap table and waterfall model is one of the most important steps in startup financial planning. A startup can look …
SaaS companies can qualify for Qualified Small Business Stock (QSBS), but being a software company is not enough. Consulting, implementation, custom development, and other service activities can complicate the Section 1202 active business test and put the QSBS exclusion at risk. The stakes are now even higher: eligible stock acquired after July 4, 2025 may …
Choosing a 409A valuation provider isn’t just about getting a report quickly or finding the lowest-cost option. The best providers prepare valuations that can withstand review by Big Four auditors months or even years later. That means following recognized valuation standards, providing clear documentation, and offering support when auditors have questions. For late-stage startups preparing …
In this edition of Founder Spotlight join us with a conversation with Dominik Rehbock, CEO and Co-Founder of Hyground, for an insightful conversation about his journey as a founder and the thinking behind building an AI SRE agent that can autonomously resolve incidents. The interview explores how he and his team are tackling one of …
Most equity management platforms look convincing during a product demo. However, during events such as funding round closes, SAFE conversions, audits, investor requests for dilution analysis, and departing employee option exercises, cracks begin to emerge. That’s when you can tell if an equity management platform actually reduces the operational burden. The expected growth of the …
Hundreds of OpenAI employees recently cashed out their equity holdings through a company-run tender offer, with many becoming millionaires overnight. The headlines were astonishing. But behind the spectacle is a structural shift that every founder, HR leader, and startup employee needs to understand. When I saw the headlines, I wasn’t surprised it happened. What struck …
The competitive landscape has changed in recent years, and the way that startups raise funds has evolved with it. A pitch deck is a visual representation of the company’s story, which is used to convince potential investors that funding for their idea would be worthwhile. Pitch decks have been a standard feature in the startup …
Y Combinator (YC) is a startup accelerator and fund. YC has made over 5,000 investments since 2005, including Cruise, Scale, Airbnb, DoorDash, Stripe, Instacart, Dropbox, and Coinbase. The total value of YC companies exceeds $1T. YC offers training and services to help founders succeed throughout the life of their businesses. The fundamentals of launching a …
A competitive gap analysis is a structured process that helps startups identify the distance between what the market currently offers and what customers genuinely need. Its purpose is to surface unmet demands, underserved segments, and inefficiencies in the competitive landscape. Such analysis helps founders understand where competitors fall short and where there is room to …
When a company reaches its Series B round, the cap table is no longer only a basic ownership list. It becomes more like a financial record, formed by multiple funding rounds, different types of investors, many SAFE conversions, and an expanding employee option pool. According to PitchBook, the average Series B round in early 2026 …
If you’re sponsoring a spouse or family member for a green card, you’ve likely encountered Form I-864 and the question of whether your income alone is enough. Under Section 213A of the Immigration and Nationality Act (INA), the sponsor must maintain the immigrant at an income level equal to or greater than 125% of the …
I recently got the opportunity to join Steve Preda on the Management Blueprint Podcast, and we spent most of the conversation on the question that sits at the centre of everything we do at Eqvista. How do you put a price on a company that has no revenue, no comparables, and no market to check …
Most document AI companies are racing to build better parsing. Retab is doing something different, building the workflow layer that makes AI actually usable in production. Eqvista sits down with Louis de Benoist, CEO and co-founder of Retab, to discuss how his team is reimagining document AI for the enterprise. From the early challenges of …
Over 25,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.