Eqvista vs Carta

Looking for a smarter alternative to Carta? Switch to Eqvista, the #1 highest-rated equity management and 409A valuation platform on G2 & Clutch, trusted by thousands of startups for seamless cap table management, audit-ready 409A valuations, and real-time company insights.

Switch to Eqvista - Talk to Success Team

#1 Equity Management Software
and 409A Valuation Provider on G2 & Clutch

Rated 5/5 on G2

Why Do Companies Choose Eqvista?

Companies choose Eqvista for its all-in-one equity management platform, combining seamless cap table management, audit-ready 409A valuations, and powerful financial modeling tools, backed by expert support every step of the way.

Complete Cap Table Management: Manage all equity types with real-time updates and advanced vesting schedules on the #1 equity management platform on G2.
In-House 409A Valuations: Unlimited, audit-ready 409A valuations from NACVA-certified, CFA, and CVA analysts with lifetime IRS audit support, starting at $990.
Eqvista Real-Time Company Valuation®: See your company’s fair market value instantly with AI-powered, real-time share price discovery instead of waiting weeks for static reports.
Advanced Equity & Financial Modeling Tools: Model funding rounds, run waterfall analysis, and plan exit scenarios with built-in tools.
Transparent Pricing and Dedicated Support: No hidden fees, no surprise renewal hikes. You also get direct access to cap table specialists and NACVA-certified valuation analysts, consistently rated #1 for support quality on G2 and Clutch.

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	Eqvista	Carta
Pricing	Transparent, flat pricing. Free plan for up to 20 stakeholders. Premium at $2/stakeholder/mont 409A starts at $990 No hidden fees	Free plan limited to ≤25 stakeholders and <$1M raised. Paid plans require contacting sales, pricing is not publicly listed.
Onboarding	Fast, guided onboarding with a dedicated specialist to help you set up your cap table, equity classes, and stakeholders. White-glove migration	Users report longer onboarding processes compared to alternatives.
409A Valuation	Accurate, Audit-Ready, IRS-Defensible Reports In-house NACVA-certified, CFA, CVA, and IRS Enrolled Agent experts Unlimited for 12 months Can be purchased with or without our cap table platform Lifetime IRS audit support	Included only in higher tiers (Grow/Scale per Carta’s official pricing). Valuations can take a long time General valuations and automated by software with limited direct analyst involvement.
Real-Time Valuation	Eqvista Real-Time Company Valuation®, included in 409A and Enterprise plans See your FMV in real time and instantly know what your company is worth. Mobile App	Carta doesn’t offer this No real-time view of company value
Cap Table Management	#1 rated equity management platform on G2. Manage all equity types with real-time updates and advanced vesting schedules. Clean, intuitive interface built for founders and CFOs. Setup takes minutes, not hours.	Similar cap table features. G2 reviewers report a steeper learning curve. Some users describe the interface as complex, especially for newcomers navigating equity reports.
Waterfall & Round Modeling	Included in all paid plans Advanced financial modeling tools available	Available but limited to higher-tier plans. Some modeling features require add-on purchases.
User Experience	Ranked #1 equity management platform and 409A valuation provider on G2 Clean, intuitive interface, manage tasks in minutes, not hours Straightforward onboarding quicker implementation compared to competitors	“Ease of Setup” scored lower than competitors like Eqvista on G2 Some G2 reviewers report a steep learning curve, especially for newcomers navigating equity reports
Support	Direct access to valuation analysts and dedicated cap table support team via phone, email, and chat. Typically respond in same day High customer satisfaction on G2 and Clutch	Tiered support depending on plan. Users report variable wait times and inconsistent experiences.

Pricing
Eqvista	Transparent, flat pricing. Free plan for up to 20 stakeholders. Premium at $2/stakeholder/mont 409A starts at $990 No hidden fees
Carta	Free plan limited to ≤25 stakeholders and <$1M raised. Paid plans require contacting sales, pricing is not publicly listed.

Onboarding
Eqvista	Fast, guided onboarding with a dedicated specialist to help you set up your cap table, equity classes, and stakeholders. White-glove migration
Carta	Users report longer onboarding processes compared to alternatives.

409A Valuation
Eqvista	Accurate, Audit-Ready, IRS-Defensible Reports In-house NACVA-certified, CFA, CVA, and IRS Enrolled Agent experts Unlimited for 12 months Can be purchased with or without our cap table platform Lifetime IRS audit support
Carta	Included only in higher tiers (Grow/Scale per Carta’s official pricing). Valuations can take a long time General valuations and automated by software with limited direct analyst involvement.

Real-Time Valuation
Eqvista	Eqvista Real-Time Company Valuation®, included in 409A and Enterprise plans See your FMV in real time and instantly know what your company is worth. Mobile App
Carta	Carta doesn’t offer this No real-time view of company value

Cap Table Management
Eqvista	#1 rated equity management platform on G2. Manage all equity types with real-time updates and advanced vesting schedules. Clean, intuitive interface built for founders and CFOs. Setup takes minutes, not hours.
Carta	Similar cap table features. G2 reviewers report a steeper learning curve. Some users describe the interface as complex, especially for newcomers navigating equity reports.

Waterfall & Round Modeling
Eqvista	Included in all paid plans Advanced financial modeling tools available
Carta	Available but limited to higher-tier plans. Some modeling features require add-on purchases.

User Experience
Eqvista	Ranked #1 equity management platform and 409A valuation provider on G2 Clean, intuitive interface, manage tasks in minutes, not hours Straightforward onboarding quicker implementation compared to competitors
Carta	“Ease of Setup” scored lower than competitors like Eqvista on G2 Some G2 reviewers report a steep learning curve, especially for newcomers navigating equity reports

Support
Eqvista	Direct access to valuation analysts and dedicated cap table support team via phone, email, and chat. Typically respond in same day High customer satisfaction on G2 and Clutch
Carta	Tiered support depending on plan. Users report variable wait times and inconsistent experiences.

Switch Your Cap Table & 409A to Eqvista

Seamless onboarding with our specialists and white-glove migration from Carta.

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Switching to Eqvista Is Simple

Switching to Eqvista takes days, not weeks. With white-glove migration handled by our specialists, we take care of the heavy lifting and manage the entire transition so you can stay focused on growing your business, all on the #1 equity management platform trusted by startups.

STEP 1

Export Your Data

STEP 2

We Handle Everything

STEP 3

Review and Go Live

Frequently Asked Questions

How does Eqvista’s pricing compare to Carta?

Eqvista’s pricing is transparent and listed publicly. Our Premium plan costs $2/stakeholder/month (for companies with fewer than 50 stakeholders) , and our free plan supports up to 20 stakeholders. Carta offers a free tier, but it’s tightly capped, limited to 25 stakeholders and companies that have raised under $1M, with restricted features. Paid plan pricing isn’t publicly available, you have to contact sales for a custom quote.

For 409A valuations, Eqvista offers unlimited valuations for 12 months starting at $990. Carta’s 409A valuations are available as add-ons or included only in higher tiers, with third-party sources estimating costs between $2,500 and $5,000+ per valuation.

Will I lose any data?

No. Our migration team recreates your full cap table history, including all equity classes, shareholder records, vesting schedules, convertible notes, and prior funding rounds. We run a thorough data accuracy check before finalizing, and you will have a chance to review everything in Eqvista before going live.

What does the free plan include?

Eqvista’s Freemium plan is free for up to 20 stakeholders with no credit card required. It includes essential cap table management features and secure data storage. You can manage your cap table, track equity, and issue shares at no cost. As your company grows, you can upgrade to Premium, 409A or Enterprise for additional features.

How long does it take to switch from Carta?

Switching to Eqvista typically takes 3 to 5 business days from the time we receive your data. Our team provides a white glove migration experience, handling the entire process for you including data transfer, error checking and cap table setup. Most companies are fully up and running within a week.

Can investors and lawyers access my cap table?

Yes. Eqvista provides secure, role-based access for investors, lawyers, board members, and other stakeholders. You have full control over who can view your cap table and what level of access they receive. Shareholders can also be given portal access to view their own equity information, including vesting schedules, share certificates, and ownership details.

What if I need a 409A valuation immediately?

Eqvista offers a 1 to 5 day expedited 409A valuation service starting at $490 for urgent requests. Our Rapid Response (Tiger) Team handles expedited submissions immediately, and a dedicated analyst is assigned to your valuation from start to finish. Standard turnaround is 5 to 10 business days. To get the fastest delivery, have your financial statements, cap table, incorporation documents, and funding history ready when you submit your request.

We’re glad we chose Eqvista. With Carta, we were paying for features we weren’t using and didn’t have future plans to need. It was time to find an alternative with exactly what we needed at a much better price.

CLAIRE MILLIGAN

Co-Founder & CEO

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I made the switch from Carta because Eqvista offers a more cost-effective and user-friendly solution, with simpler cap table management and responsive support compared to other platforms. The Eqvista team offered amazing support while performing my valuation process.

JF

JASON F.

Legal Advisor

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Eqvista is what I now suggest to all our new portfolio companies. For a venture capitalist, the most important thing is to have a single silent witness, namely the startup’s cap table, which provides the truth. It is the best cap table that a startup can have and then it can grow with them.

SOPHIA W.

Early-Stage Venture Investor

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Eqvista has created an ease for us as an organization to manage our equity. It has eased our members’ life as they get all the information clearly on the tool itself. Very user friendly and easy to adopt, and the resolution from the customer success team is also very quick.

C CHRISTOPHER

Co-Founder

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What stood out most about Eqvista was their combination of deep expertise and client-focused service. The team delivered a certified 409A valuation report that met IRS safe harbor standards, helping us stay on track with internal deadlines.

DDL

DL DIEDERICHS LUTZ

CEO

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