Eqvista blog

Founders’ guide to equity, valuations, and company growth.

Strategies For Managing Stock Option Plans as Startup Valuations Evolve

An emerging startup can sustain momentum only if the new hires are as driven as the existing team. Disparities in motivation can cause internal friction, disengagement, and a decline in morale. Such a work environment can considerably hinder a startup’s growth trajectory. One proven way to bridge this gap is to offer stock options in …

Read more

Operating Cash Flow Ratio

A lack of liquidity can kill businesses sooner than insolvency. While a business can continue operating for a while after becoming insolvent, a lack of liquidity will certainly bring operations to a screeching halt. This statement is particularly true for businesses such as banks that operate with significant leverage. Hence, in this article, we will …

Read more

Founder Spotlight Interview With Nicolaus Radford, CEO and Co-Founder of Persona AI

In this exclusive interview for Eqvista, Nicolaus Radford, co-founder and CEO of Persona AI, shares his perspective on shaping the future of humanoid robotics in industry. With an extensive background in robotics and notable leadership at NASA and Nauticus Robotics, Nicolaus focuses on bringing advanced humanoid robots out of the lab and into real-world industrial …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

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 …

Read more

Over 23,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.