Carta Alternative: Why is Eqvista the Preferred Choice for Cap Table Management?

Efficiently managing cap tables and equity is a critical responsibility for firms in equity management. With several platforms offering distinct features and dynamics, it’s important to pick one that handles equity management concerns and protects sensitive data. 

You might be aware of the recent stir caused by Carta’s data breach. Some platforms’ suspected usage of consumer data for commercial gain without permission has prompted worries about the security of user data. 

So, where does one find the best cap table management alternative (or a direct alternative to Carta) with zero compromises on the quality of service?

Eqvista excels in stock management, focusing on monitoring, option grant administration, data security, and compliance. The article highlights Eqvista’s unique advantages and dynamics, making it a top choice for secure, efficient, and compliant equity management alternatives. In this article, let’s Discover the benefits of Eqvista – a top choice for fast, efficient, and compliant equity management.

Eqvista – a comprehensive cap table and equity management solution

Eqvista is a cutting-edge cap table and equity management alternative that revolutionizes how businesses handle equity ownership. With a focus on simplifying cap tables and equity management, Eqvista provides several advantages to help your business grow.

Here are a few reasons why Eqvista is a top cap table management alternative:

• Efficient Setup – Acknowledging the complexity of setting up a cap table, Eqvista offers a quick and easy alternative that frees up time for entrepreneurs to focus on strategically growing their businesses. Onboarding is seamless and only takes a few days.
• Analytical Dashboard Insights – With Eqvista’s real-time insights, you can access a robust dashboard offering a comprehensive overview of your company’s equity information. Detailed reports, equity breakdowns, and company valuations are just a click away.

• Easy Migration (offboarding/onboarding) – We can assist you in transferring your company’s entire capitalization table and data from other platforms to the Eqvista platform. We offer a free one-time cap table setup for Premium and Enterprise users.
• Free services for the Carta remaining period – If you currently have a current subscription with Carta, we will waive your subscription with us for that period. For example, If your subscription with Carta is active till June, we will waive the subscription fee for the next six months. You will have free access to our platform up to June 30, 2024.
• Access to all of our top-tier features – You get access to our top tier features, including 409a valuations, 83(b) filings, form 3921, and Expense Reporting (ASC 718). These features normally cost $5,000+ on other providers.
• Access to our Equity Tax Advisory services – Our Tax and Equity Advisory plan offers complete financial clarity starting at just $350. Our corporate tax advisory services are designed to help you maximize your earnings. With careful tax preparation, we provide insightful information that helps you excel in complicated financial environments.
• Get expert help, always in reach – We treat our clients seriously and aim to respond to all inquiries within 24 hours. Our team is dedicated to responding to your inquiries as promptly as possible, and you can expect to hear back from us within 24 hours. Our company places a high priority on meeting our client’s needs, and we strive to provide quick and efficient responses to all inquiries.
• User-centric Collaboration – Eqvista encourages active communication and collaboration at every stage, focusing on making the software as user-friendly as possible. We typically respond to all inquiries within 24 hours, so you don’t have to wait days for a response.

• Customizable Reporting Capabilities – Eqvista’s powerful reporting options will enhance your ability to make informed decisions. Create personalized cap table reports, analyze company performance, investigate secondary transactions, and negotiate complicated regulatory environments like ASC 718 with 409a/IRS filing or other business valuation services.

• Unmatched Security and Reliability – Rest assured with Eqvista’s commitment to 100% data security. With unmatched dependability, we have helped more than 14,000 organizations handle the technicalities of equity ownership, solidifying our position as a trusted and reliable service.

How does Eqvista stand out from other platforms?

With a unique feature set that distinguishes it from rivals, Eqvista stands out as an unrivaled solution in a market cluttered with cap table and equity management systems. 

Eqvista differentiates from the competitors by catering to unique requirements that other platforms fail to meet. These requirements include an intuitive and quick onboarding experience, configurable reporting, first-rate data protection, and a groundbreaking Cap Table One-Time Setup service. 

With 500+ new companies signing up each month, Eqvista is, without a doubt, an apt equity management alternative for your company.

Customer testimonials and success stories

Eqvista offers an efficient cap table and 409a valuation solution that is easy to use, time savings, and one that startups can afford.

Some of our clients say this about our services:

“I found Eqvista to be very competitive and the work product on par with other providers I’ve had, at half the price.”

“Other cap table providers generally fall into 3 buckets: (1) too expensive for a startup; (2) cheap but poor work quality creates IRS risk; (3) Carta, who dominates the market, only offers 409As as long as you sign up for their cap table management platform, which is expensive and is incredibly hard to pull out of once you’re in. Also their customer services are normally lacking”.

“As an European startup, we needed a 409A valuation for US employees. As we are located on different continent, it was good that we could work remotely with Eqvista and it went well. They also help us navigating through this process, as it was first time for us.”

Pricing and subscription options

With Eqvista, you may choose an affordable solution that works for various demands and budgets. The Freemium, Premium, and Enterprise plans are our most extensive offerings.

• Freemium Package – Ideal for startups, our Freemium package is entirely free, accommodating up to 20 shareholders. This option provides a fantastic introduction to Eqvista’s capabilities.
• Premium Package – A dynamic package for businesses of all sizes that uses prices according to the number of added shareholders – $2 per shareholder monthly. Compared to Freemium, it includes a number of bonus features, such as Financial Modeling, Certificates, ASC 718 etc.
• Enterprise Packages – The Enterprise package, inclusive of all Premium features, also offers additional capabilities and expanded functionalities. This package is likely to be the most suitable direct alternative to Carta and its features. With Eqvista Enterprise, you can enjoy benefits such as unlimited 409a valuations. Pricing is very simple and based on the number of your shareholders:
  • Under 30 – $160/month
  • Under 60 – $200/month
  • Under 100 – $275/month
  • Under 200 – $360/month
  • Under 300 – $460/month
  • 300+ – $600/month

Additional extra services

• Cap Table One-Time Setup – For added convenience, the cap table one-time setup service is complimentary for Premium and Enterprise users. Freemium users can access this service for a fixed price of $350, ensuring a seamless transition to Eqvista’s advanced equity management platform.
• Special offer for valuation services – Get an amazing discount of 20% on our wide range of professional valuation services, which include IP valuation, software valuation, gift/estate tax valuation, shareholder buyout valuation, investment valuation, portfolio valuation, and many more.

Also, Eqvista understands the importance of exploring the platform before committing. We offer a free trial or demo option, allowing potential users to experience the features and benefits firsthand. Whether you are a startup or an enterprise, Eqvista is committed to delivering top-quality support for all your equity management needs.

How to get started with Eqvista?

The onboarding procedure for all users is designed to be hassle-free, so getting started with Eqvista is a breeze. To begin making progress toward equities management, follow these basic steps:

• Visit our website and sign up for an account. Choose the package that suits your needs, whether it’s our Freemium, Premium, or Enterprise offering.
• Once signed up, follow the account setup process. For those opting for Premium or Enterprise packages, our cap table one-time setup service is completely free.
• Engage in Eqvista’s intuitive design and discover all of its capabilities, from a robust dashboard to fully configurable reports. Learn how Eqvista may improve your equity management by learning the platform’s features.

And, if you choose the Enterprise plan, all Carta customers will receive white-glove migration from Eqvista’s analysts.

If you require assistance with cap table migration or have specific queries during the setup, our expert support team is here to help. Contact us for personalized guidance to make your Eqvista experience even more tailored to your business needs.