Eqvista blog

We help business owners realize their dreams by providing full company incorporation, share management and valuation
services to startup companies. Our blog is the best place to learn about valuation, equity, and the Eqvista product.

Facebook Initial Public Offering: All you need to know

Facebook has been the largest of the long-standing websites that we all know as “social networking” sites. Facebook has about 3.07 billion monthly active users on it with 10.5 billion monthly organic traffic, and has worked to increase its dominance of social media with smart acquisitions of the photo sharing platform Instagram in 2012 and … Continued

What Are the Risks of Delaying Stock Option Plans Until Later Startup Stages?

Here’s a scenario: your star employee, who joined your startup when it was at its nascent stage, receives a life-altering tax bill exceeding $100,000. Why? Because they simply exercised their stock options after your valuation skyrocketed. This isn’t fiction – it’s the direct consequence of delaying your stock option plan. Founders who obsess over product … Continued

What is NAV Reporting and Why Is It Important for Investment Funds?

Inaccurate NAVs can erode investor trust and trigger severe regulatory consequences. Consider the case of Calvert Investment Management (Calvert). The Securities and Exchange Commission (SEC) found that, between 2008 and 2011, Calvert had incorrectly valued certain securities. As a result, performance was misreported, shareholder transactions were executed at incorrect NAVs, and Calvert collected inflated asset-based … Continued

Interview With David Merry, General Partner, and Co-Founder of Kinetic Investments

David Merry started his entrepreneurial journey at 16, teaching himself to code and launching small websites that earned just enough to keep him experimenting. By 18, he’d built and sold his first company to Catena Media for enough to change his life. But instead of chasing Silicon Valley’s next unicorn, he did something different: he … Continued

2025 QSBS and Capital Gains Reform: What Founders and Investors Need to Know

On 4th July 2025, President Donald Trump signed the One Big Beautiful Bill Act (OBBB) into law. The OBBB has introduced significant tax benefits for investors, including QSBS reforms and an increase in the gift and estate tax exemption limit. The OBBB also provides numerous benefits to businesses, such as enhanced R&D deductions, introduction of … Continued

What Role Does Trust Valuation Play in Estate Tax and Planning Processes?

With the provisions of the Tax Cuts and Jobs Act expiring by the end of 2025, the gift and estate tax exemption limit could drop from $13.99 million to just $7 million. High net worth individuals need to accelerate their estate planning efforts by leveraging trusts to minimize tax liabilities. People often underestimate the impact … Continued

100 Top Pre-Seed Venture Capital Firms 2025

A disruptive notion is the starting point for a startup. Not every business idea, however, becomes a reality. Some fail, while others are abandoned throughout the course. However, in order to assure that a startup concept can turn into a profitable business, an entrepreneur needs to validate it. Frequently, this validation involves monetary input from … Continued

Interview with Adir Ben Yehuda, Founder and CEO of AutonomyAI

In this edition of Founder Spotlight, we’re featuring Adir Ben Yehuda, the Founder and CEO of AutonomyAI, an AI startup based in New York. Under his leadership, AutonomyAI developed the Agentic Context Engine (ACE), enabling AI agents to generate production-ready code with 95% acceptance rates, significantly accelerating development cycles. The company emerged from stealth mode … Continued

Why is a Third-party Appraisal Important in Trust Asset Valuation?

Trust-based estate planning remains one of the most effective tools for protecting wealth, minimizing tax liability, and transferring assets to future generations. Its success often hinges on a critical factor: accurate asset valuation. Although recent legislation has made the current federal estate and gift tax exemption of $15 million per person permanent, many families are … Continued

How to Value an AI Startup in 2025?

Recently, OpenAI became the world’s second-most valuable startup after a $40 billion funding round, reaching a valuation of $300 billion. In 2025, we are no strangers to such headlines regarding AI startups. For instance, Safe Superintelligence reached a valuation of $32 billion without even having a product. With such strong hype surrounding the sector, keeping … Continued

100 Top Venture Capital Firms (2025)

The process of raising enough capital is the backbone of every startup. But company founders will agree that it is easier said than done. With a limited operating period, few assets and no reputation to rely on, convincing investors, ie. venture capital firms, to fund your startup is always a challenge. Over the years, various … Continued

Venture Capital Method Focused on Software Exit Scenarios

Venture capital has always been a risky asset class. The general consensus is that 90% of startups fail, and more than 66.67% of startups do not provide positive returns to investors. These risks pushed venture capitalists to develop a valuation method that secures desirable exits. The importance of the venture capital (VC) valuation method has … Continued

ASC 820 Through the Startup Lifecycle: Evolving Valuation Approaches

Throughout a startup’s lifecycle, its business model, cash flows, and nature of operations keep evolving. Initially, many startups focus primarily on research and development. As they grow and reach key milestones, they begin generating regular revenue, attracting investor interest, and expanding operations to include product development, customer acquisition, and marketing. By the latter stage of … Continued

Interview With Boris Paskalev, Co-Founder Logicstar

Welcome to another edition of Founder Spotlight with Boris Paskalev, the co-founder and CEO of LogicStar AI, a Swiss deep-tech startup focused on building agentic AI for autonomous application maintenance. Agentic AI is rapidly scaling, with expectations of transformative impact across business operations, decision-making, and automation in the coming decade. In the United States, the … Continued

Industry Cash Ratio Analysis

Understanding a company’s liquidity is crucial for evaluating its financial health and resilience, especially in times of economic uncertainty. The cash ratio, which compares a company’s most liquid assets to its short-term liabilities, provides a stringent measure of immediate solvency. Eqvista  analyzes the latest cash ratio data across a wide range of industries, as compiled … Continued

Working Capital Ratio for Businesses in 2025

A company’s ability to address its short-term financial commitments depends on how well it manages the resources available to its immediate debts. This balance is evaluated using a financial metric that compares current assets to current liabilities. This offers insight into the firm’s liquidity and operational efficiency. Understanding this metric helps businesses anticipate potential cash … Continued

What Role Do Seasonal Fluctuations Play in Cash Flow Forecasting for Startups?

There’s a financial adage that goes something like, “Revenue is vanity, profit is sanity, but cash is reality,” and more rightly so. A 2015 study shows that nearly 90% or even more startups fail, of which 29% fail due to cash crunches. Cash issues are the second most common reason for failures after the lack … Continued

SaaS Valuation Multiples 2025

Imagine trying to price a rare artwork without knowing what similar works have sold for—every guess feels like a shot in the dark. In the fast-moving world of SaaS, where recurring revenue and growth potential are prized, entrepreneurs, startups, and investors face a similar challenge:  How do you pin down what a software business is … Continued

Interview With Thomas Knox, Co-Founder and CEO of Vitvio

In this edition of Founder Spotlight we’re featuring Thomas Knox, the Co-Founder and CEO of VitVio, a company pioneering the use of artificial intelligence and computer vision to transform surgical procedures and hospital operations. Channeling his expertise in AI and computer vision, Thomas set out to transform one of healthcare’s most critical—and inefficient—arenas: the operating … Continued

How to Standardize Cap Tables for Companies Operating in Multiple Jurisdictions?

The US has been a hub for technological innovation for almost a century. Hence, investors from all over the world want to invest in US startups. Consequently, even if a startup’s cap table starts off simple, its complexity increases with each funding round. A startup may eventually introduce multi-entity ownership structures to deal with compliance … Continued

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