Eqvista Rewind: Looking Back at 2022

Since 2018, we have worked hard to provide an equity management solution that’s easy to use and also offer high quality professional business valuation services to our clients. In a span of 4 years, we have reached our biggest year yet and achieve milestones we couldn’t imagine. From increasing our revenue by quadruple, to having over 14,000 companies on the platform, 2022 is our biggest year yet. Here’s a look back on what Eqvista achieved in the past year, and what is in store for Eqvista in 2023.

Eqvista’s 2022: A Year of Unprecedented Growth and Accomplishments

2022 was a special year for Eqvista as we have seen growth and success we couldn’t imagine. Being bootstrapped from the very beginning, Eqvista has become one of the fastest growing equity management platform and business valuation firms in the industry. We couldn’t have done it without the support of our many clients and talented team continuously by our side in all of our accomplishments. 

An Overview of Eqvista’s New Features and Improvements

In 2022, we focused on providing startups with the tools they need to succeed, whether it be in securing funding or scaling their companies. Our startup valuation software is just that tool; a quick and easy valuation tool that any new business can do if they are looking for an affordable valuation.

Eqvista also launched the following features:

• Stock Option Expensing (ASC 718)
• SAFE note & Option Grant e-signing
• Improved e-signature feature to certificates
• PDF export function for Financial Modeling
• Expansion of Startup Valuation Feature
• Shareholder Filtering   

These features allow you to manage all of your equity and cap table needs in one place. We are looking forward to developing even more features to make Eqvista the ultimate one-stop solution for all things business management and financials.

Proudly Serving 14,000+ Companies and Counting 

Our biggest milestone to date is having more than 14,000 companies on Eqvista. We are always looking for ways to improve our services, and we can’t thank our clients enough for choosing Eqvista and trusting us with their equity management and valuations. Your support has made this achievement possible, and we look forward to more success in the future. 

Not only did we reach 14,000+ companies on the platform, but we also achieved:

• $25 billion in client equity under administration with $4.2 billion in assets valued
• 35,000+ shareholders in 3 years
• Garnered an industry-leading customer retention rate of 83%
• 4x revenue in the past 24 months alone

Hear what our clients have to say about Eqvista 

Through the years, we have met many clients and worked with them in improving our services. We received many positive and valuable feedback from clients and here’s just some of what our clients have to say about Eqvista.

“I’d like to pass along a resource for founders. When companies need to issue incentive equity, they generally need a current 409A valuation. I have generally found service providers to fall into 3 buckets: 1) too expensive for a startup, 2) cheap but poor work quality that creates IRS risk, 3) Carta, who dominates the market and offers ‘free unlimited 409A valuations’ as long as you sign up for their cap table management platform, which is expensive as the company grows and is incredibly hard to pull out of once you’re in. I have just completed 409A valuations for 2 companies I work with using Eqvista. I found the price very competitive and the work product on par with other valuations I’ve had done at twice the price.” – Hal E., Founder

“I’ve been using Eqvista for the last 6 months and their cap table management platform is very easy to use. The best part is they are constantly adding more features to the system which really helps to manage our company equity effortlessly and smarter.” – Martin B., CEO

Looking Ahead to Greater Success

Our growth has made it possible for us to develop even more features and improvements to our platform. For example, we are working on improvements to our Spreadsheet feature, making it even more user friendly and comprehensive.

For our valuation services, we will continue to provide high-quality valuations to our clients. Aside from offering 409A valuations and startup valuation in our platform, we are working on expanding our services to include investment valuations.

We are also excited to work on global expansion. While we have our teams in the US, Hong Kong, and Europe, we want to reach out to other countries. Our mission is to bring easy equity management solutions to all new businesses and major companies around the world. We are working hard to continue growing and aiming for success.

Experience the Future of Equity Management Today with Eqvista

Our success wouldn’t be possible without our clients’s support and the contributions of our team. We are excited to do more for our clients, offering an equity management solution that is easy to use, reliable, and cost effective, giving a positive experience to every user.

If you want to learn more about Eqvista,you can start with a Freemium account for our platform to experience what we have to offer. We can always upgrade your package according to your company’s needs. Our dedicated support team is always available to assist you, contact us today!