Pulley customers shouldn’t have to choose between keeping the equity management tools they already use and getting more from their next platform. Eqvista supports many of the core equity management workflows Pulley customers rely on, while adding in-house valuation expertise, broader business valuations, Eqvista Real-Time Company Valuation®, financial modeling, and private-market liquidity solutions for what comes next.
Keep the Pulley Features Your Team Relies On
Keep managing your cap table without rebuilding your team’s workflow. Eqvista supports:
- Cap table and equity management
- Shares, options, warrants, SAFEs, and convertible instruments
- Equity plans and custom vesting schedules
- Stakeholder and employee access
- Round and scenario modeling
- 409A valuations
- ASC 718 and stock-based compensation reporting
- Equity compliance and reporting
- QSBS Attestation Letter
And Eqvista goes further. Beyond cap table management, Eqvista gives you access to a 100% in-house valuation team, unlimited 409A updates with lifetime audit support, broader business and specialized valuations, Eqvista Real-Time Company Valuation®, financial modeling and waterfall analysis, and Controlled Tender Offers for private-company liquidity.
A Platform You Can Stay With
After moving your cap table once, the last thing you want is to do it again. Eqvista supports private companies from early stage through pre-IPO, so your platform can stay the same even as your equity, valuation, compliance, and liquidity needs become more complex.
Trusted by 25,000+ private companies, Eqvista has valued more than $9 trillion in company assets through its in-house valuation team. Eqvista is also highly rated for equity management and recognized as the #1 409A Provider on G2 and Clutch.
Built for Customers, Not the Next Funding Round
Eqvista is bootstrapped. We’ve grown by building products our customers choose to use, not by relying on repeated rounds of outside funding.
That independence lets us make long-term product decisions around what founders, finance teams, and shareholders actually need, rather than the next funding milestone. Our customers drive our growth, which keeps our focus where it belongs: building a platform they want to keep using.
What Eqvista Customers Say
Choosing a new equity platform is about more than features. It’s also about finding a platform your team can rely on as your company grows.
When Aimably evaluated its equity management needs, Co-Founder & CEO Claire Milligan chose to move from Carta to Eqvista:
We’re glad to have joined you…We found, with Carta, that we were paying for the privilege of features we weren’t using and didn’t have future plans to need, like secondary market trading, so it was time to find an alternative with exactly what we needed at a much better price. – Claire Milligan, Co-Founder & CEO
Claire’s experience reflects what we hear from other Eqvista customers, too. Across different roles and companies, customers point to straightforward equity management, responsive support, and valuation services they can rely on as their needs evolve.
Switching from Carta to Eqvista gave us a simpler and more user-friendly way to manage our cap table and equity at a lower cost. The platform is efficient and straightforward, with fast processing, helpful customer support, and useful valuation tools. – Mishi L., Manager – Human Resources
We moved from Carta to Eqvista because it offered a better balance of cost, usability, and responsive support. Eqvista also makes 409A valuations and cap table management much easier, especially when managing shareholders, employee stock options, and dilution scenarios. – Bo, Sales Manager
I like Eqvista 409a Valuation because of its flexible pricing and the fact that it offers unlimited reassessments on a given yearly review, which I find very attractive. I also appreciate their comprehensive equity management platform and the same level of support I received throughout the process. – Joe R., CEO
I made the switch from Carta because Eqvista offers a more cost-effective and user-friendly solution, with simple cap table management, a clean interface, reliable valuation services, and responsive support. – Jason F., Legal Advisor
I really appreciate Eqvista 409a Valuation for its human and flexible approach in working with startups. It’s been great for managing our cap table at our healthcare startup. The software effectively helps us maintain clear communication with our shareholders regarding their stocks and dividends, ensuring transparency in their equity ownership. – Laurence G., Business Owner
What We’re Hearing From Pulley Customers
Pulley customers are already asking us what a move to Eqvista would actually look like. One founder considering Eqvista sent us seven questions covering everything from migration and data accuracy to 409A support and what happens after the move.
They were exactly the questions founders should ask before trusting a new platform with their cap table. See the questions and how Tomas Milar, Eqvista’s Founder & CEO, answered them.
Bring Your Pulley Cap Table With You
You don’t need to rebuild your cap table from scratch. Eqvista’s migration team transfers, reconstructs, and validates your stakeholders, shares, options, warrants, SAFEs and convertible securities, vesting schedules, historical transactions, ownership records, and supporting documents.
Free white-glove migration includes a dedicated migration specialist and can be completed in as little as 1–5 business days.
You also don’t have to commit before seeing the result. Review your reconstructed cap table, verify that your ownership and equity data transferred correctly, and approve the switch only when you’re satisfied.
Make the Move From Pulley and Get More
Ready to leave Pulley? Eqvista makes the switch easier with an exclusive offer for Pulley customers.
Your Pulley Switch Offer
- Get the rest of your Pulley term added free
- Save 30% off your current Pulley invoice
- Year-2 price lock
- Free white-glove migration in as little as 1–5 business days
- Unlimited 409A updates and lifetime audit support
- We’ll defend your previous Pulley 409As
See the full Pulley migration offer and start your free migration, or contact our team if you have questions about your cap table or the transition to Eqvista.
