Cost-Effective Cap Table Management: Why Choose Eqvista Over Expensive Options?
Entrepreneurs are developing their idea into a marketable product and investors are eager to fund the best innovations. However, in the middle of the hustle to develop, pitch and secure funding is an equally essential task: cap table management.
Due to its complexity, managing a cap table is daunting for many people. Especially with cap table software, which can be rather expensive, this need comes with a hefty financial burden for early-stage firms.
Eqvista was formed to address this gap for early-stage founders. Eqvista provides an affordable alternative to the hugely priced solutions for cash-strapped businesses. This method makes financial sense and meets the startup ecosystem’s need for affordable, scalable tools that promote growth.
Let’s see how Eqvista is a better alternative than other expensive options on the market in detail below.
Hidden Costs of Traditional Cap Table Software
A per-shareholder model currently dominates the cap table software pricing. This implies that the monthly cost increases with the number of stakeholders (founders, investors, and employees with stock options).
Take, for example, a competitor’s Enterprise Package, which can cost a staggering $155 per shareholder. When you take into account that these plans typically demand at least 30 shareholders, you’re looking at a $4,650 annual fee. That is a huge amount for a startup that is still settling.
75 – 85% of startups use bootstrapping to finance their business. For such companies and those in the early phases of funding, this cost range can be unbearable. These hidden costs might prevent early-stage firms from investing in product development, marketing, and talent acquisition.
Eqvista experts:
During our analysis, we understood that a more comprehensive system that is easily accessible and has complete transparency is vital to address this.
Making Cap Tables Accessible: Eqvista’s Tiered Pricing for Every Budget
We at Eqvista believe that all startups should have access to robust cap table management solutions, no matter how big or small. That is why we have dropped the one-size-fits-all approach and established a tiered pricing system that prioritizes affordability.
Our freemium plan is free for up to 20 shareholders and gives you the essential tools to manage your cap table confidently. Plus, you can securely store your data and manage up to 3 users within your company.
As your company takes off and your shareholder base expands, you can seamlessly upgrade to our premium plan. It gives you everything in the freemium plan plus a whole lot more. For just $2 per shareholder per month, you’ll access compliance services, e-signing capabilities, and advanced tools like waterfall analysis and financing rounds modeling.
Our enterprise plan is for companies with a larger shareholder base (starting at $160 monthly for 30 shareholders and scaling up to meet your needs). It includes everything from the premium plan, a free cap table setup, and unlimited 409A valuations within your subscription year.
Compared to the industry average, where comparable services might cost hundreds of dollars a month for basic access alone — not to mention extra for 409A valuations and compliance features — Eqvista’s pricing structure offers significant cost savings.
Save 70%-80% with Eqvista on your yearly subscription
Let’s say you run a business with 100 shareholders! Eqvista can help you manage all those shareholders (from SAFE notes to Series A rounds) for just $275 a month.
That’s $3,300 a year, which is way cheaper than some competitors. They might charge you as much as $10,800 annually for the same thing and might be less flexible on top of that.
By switching to Eqvista, you save around 70%-80%, effectively aligning your financial resources more efficiently towards business growth. Plus, Eqvista is more flexible, so you’re not stuck in an expensive plan that doesn’t quite fit your needs.
With the solutions offered by Eqvista, you can take back control of your time and prioritize what really counts: expanding your company. Here’s what Eqvista’s functionalities offer:
- Automates tedious tasks: Eqvista automates numerous cap table procedures, such as dilution modeling, vesting computations, and grant issuing. This will spare you the tedious work of maintaining accuracy in your cap table, which is essential for attracting investors and staying compliant.
- Valuation made simple: Get a quick estimate of your startup’s valuation for IRS compliance and determine the fair market value of company stock, which is beneficial for employee stock options. Here at Eqvista, we perform the valuation using the best methods available.
- Financial modeling at your fingertips: Our financial models have built-in algorithms that can quantify the effects of share dilution and help you plan your company’s exit options. The models that we offer include both round modeling and waterfall analysis.
- Top-notch security: Our top priority is keeping your personal information safe. We don’t trade, sell, or transfer your information to outside parties. Secure Socket Layer (SSL) protects every transaction, so you can ensure your data is completely safe.
- Keep investors in the loop: With Eqvista, you can give your shareholders access to your cap table and manage them all from a single location. Shareholders can see the grants they have received and even request electronic certificates. They can also view key documents, their stock, and your company’s progress.
- Audit-ready reporting: Eqvista allows you to generate comprehensive reports with a few clicks. We offer cost-effective, audit-ready, and GAAP-compliant financial report reporting for your firm, guided by our team of trained specialists.

Seamless Migration, Zero Hassle
Eqvista experts:
During our recent discussion to address the growing demand for Eqvista, we understood that the data migration could seem overwhelming, raising concerns about data loss, downtime, and learning new systems. We’ve got you covered!
At Eqvista, we take the stress out of switching. We offer a free cap table migration service handled by our expert team.
They will seamlessly migrate your data to our platform to guarantee a seamless transition without disrupting your workflow. This lets you focus on running your business while we handle the technical nitty-gritty.
With our freemium plan, you can compare Eqvista’s capabilities to your existing software and experience how they work directly. Before committing to the platform, you can get a feel for the user interface (UI), witness the efficacy of automation, and discover how intuitive our platform is.
Switch to a Cost-Effective Cap Table Management
Well-built cap table software indeed has many advantages, such as faster processes and safe data storage. However, expensive pricing structures can hinder expansion and take important resources away from essential corporate operations.
Founders are actively seeking an affordable cap table solution without compromising efficiency. Startups face unique challenges, and Eqvista gets them. Our tiered pricing system guarantees affordability at every level, and tools like financial modeling, automation, and valuation enable you to make well-informed decisions regarding the future of your business.
With Eqvista, you get a cost-effective alternative, exceptional security, and a committed team to your success, all within your budget. Call us today to schedule a free consultation with our cap table expert!