A thorough valuation includes financials from the past, projections for the future, qualitative information about the company, and confirmation that the cap table is accurate. These components are also integral components in the valuation request form.
Eqvista’s Valuation Request tool provides a practical and informative answer for every type of business, be it a startup looking for investment, an established firm considering mergers and acquisitions, or someone trying to figure out your company’s market worth. You may still wonder how to get started with the Eqvista valuation request.
This article will show you how to do everything from requesting a valuation to understanding the results.
Eqvista Valuation Request and Company Valuation
Company valuations are essential because they show how healthy a firm is financially, which helps with strategic decisions, finds investors, and makes mergers and acquisitions easier. Keeping up with the fluid corporate environment requires precise valuations.
Among the features and benefits of Eqvista are the following:
- A one-stop shop for all your company valuation and tax return needs
- Highly skilled and accredited experts
- Delivering exceptional service to clients
- Providing inexpensive, individualized price options for each service (filing/valuation).
- Endorsed by over 6,000 businesses
As a state-of-the-art platform, Eqvista provides comprehensive solutions for company valuations. The Eqvista Valuation Request is a great tool for new and existing businesses looking for capital or insight into potential mergers and acquisitions. Companies can get clear and precise appraisals using Eqvista, enabling them to plan their financial futures and take calculated risks.
Overview of Eqvista Valuation Services
At Eqvista, We have experts in company valuation who can assess
- Real Estate
- Intellectual Property
- Intangible Wealth
- Private Financing Tools
- Derivative Products
- Preferred and Common Shares
- Other Securities
We offer various services, including mergers and acquisitions, tax preparation and compliance, accounting and financial reporting, litigation and mediation, bankruptcy and reorganization, and strategy planning.
Eqvista valuation request
You no longer need to wait weeks to receive a startup value because of the newest functionality from Eqvista. Here are the steps you need to take to ask Eqvista to request your company valuation.
- Login to Your Eqvista Account
- Accessing Valuation Services on Eqvista
- Initiating a New Valuation Request
- Providing Company Information and uploading supporting documents
- Reviewing and Confirming Details
- Payment Process
- Waiting for Results
- Receiving and Reviewing the Valuation Report
- Follow-Up Actions
1) Login to Your Eqvista Account
Head over to Eqvista’s main page if you’re already a user. In most cases, you may find the “Login” button in the top-right corner of the homepage. Enter your email address and password after clicking it. Also, remember to finish configuring two-factor authentication if you haven’t already. The next step is to access your own Eqvista dashboard, from which you can oversee all aspects of your account.
To create an account on Eqvista, new users should head to the homepage and look for the “Sign Up” or “Create Account” button. Enter the necessary information, such as your email address and a strong password. After email verification, you can return to the webpage, enter your updated credentials, and browse your Eqvista dashboard. Here, you may find every feature that Eqvista offers!
2) Accessing Valuation Services on Eqvista
You may quickly get a fresh valuation done or view all of your previous ones using Eqvista’s company valuation function. You won’t have to worry about correspondence with all your business valuations in one spot. If you need to review your startup’s worth, you may obtain the reports and instructions using the “Startup Valuation” in your dashboard. You can either prefer a new valuation, view your past valuation details, or even download reports whenever necessary.
3) Initiating a New Valuation Request
Within the Valuation section, you’ll find various valuation services tailored to different business needs. Take a moment to explore these options (409a or Startup valuation) and choose the one that aligns with your specific requirements. Clicking “New Valuation” will prompt Eqvista to guide you through a series of on-screen prompts.
4) Providing Company Information and uploading supporting documents
To proceed to the next step, you must submit a few information and upload key documents. The following is the information you need to fill in.
- Registration Information: Please include the legal firm’s name, registration number, and registration date since these facts are essential for registration. These particulars help to identify the subject accurately and act as crucial identifiers. Verifying the present registration status guarantees that the valuation complies with all applicable laws and regulations.
- Valuation Date: Indicate the date when you need the valuation. Depending on your plans, the date here may be now or later. Valuation dates are critical for collecting useful operational and financial data. It assists in giving a current and accurate picture of the worth of your business.
- Company Stage: Describe the current stage of your company, whether it’s a startup, growth stage, established, or other specific classifications. The stage of your company influences its risk profile and growth potential. This information aids in selecting appropriate company valuation methods tailored to your business’ developmental stage.
- Industry: Give specifics about the field in which your business works. The valuation procedures used might vary between sectors due to their unique properties. To make sure that your company’s value is in line with industry norms, Eqvista uses industry information to apply applicable benchmarks and criteria.
- Financial Data: Give precise financial data for your business. Provide a thorough financial overview by outlining significant expenditures and unpaid debts. Include the valuation of the company’s valuable assets, including its real estate, intellectual property, and other assets.
5) Reviewing and Confirming Details
You must carefully check all the facts before approving your Eqvista valuation request. All given facts must be accurate to provide a precise value. It is because the data must be free of errors. Your business will receive an accurate and useful company valuation report if you take the time to verify the data.
6) Payment Process
After verifying your information, pick the “Credit Card” option under “Startup Valuation Package” on Eqvista. Then, securely enter your credit card information, including billing details. It will cover the $50 startup valuation cost. For a smooth start to your Eqvista valuation request, double-check the details, review the payment summary, and hit the “Confirm” button. Eqvista will acknowledge receipt of payment, which will initiate the valuation process.
7) Waiting for Results
After confirming your Eqvista valuation request and payment, please know the process takes time. Users should expect to wait for thorough analysis and assessment, typically 20 minutes, with the help of Eqvista’s valuation software. While specific timelines may vary, patience during this period ensures a comprehensive and accurate valuation report for your startup.
8) Receiving and Reviewing the Valuation Report
Upon completion of the valuation process, users will receive the valuation report directly within their Eqvista account. We encourage users to log in, navigate to the valuation section, and locate the comprehensive report. Thoroughly review all sections, focusing on key insights, recommendations, and details contributing to a nuanced understanding of your startup’s value. Your careful examination ensures a meaningful interpretation and application of the valuation results for informed decision-making.
9) Follow-Up Actions
We advise consumers to contact Eqvista’s support staff without delay if they have questions or need further information after receiving their value report. When you use Eqvista, you’ll have access to dedicated support staff who are happy to answer questions and handle problems on any aspect of the company valuation process. If you need help understanding your startup’s valuation results, Eqvista is here to help. We can clarify valuation methodology, help analyze data, and provide more insights about the report.
Get your company valuation done by Eqvista!
Thus, it is evident that requesting company valuations is an essential step in luring investors and appreciating the founders’ vision and expertise. When it comes to valuations, the expert team at Eqvista knows this and is ready to work with you throughout. For a more accurate picture of your startup’s valuation and to get you started on the path to paying workers with equity, we provide a full suite of 409a valuations.
Our one-of-a-kind, high-tech captable software has an intuitive interface that lets you manage and issue business shares, do valuations, and do cap table analysis. Looking for a quick and accurate valuation for your business? Request your company valuation now!