Eqvista vs Others

Why companies choose Eqvista over other
cap table management platform?

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	Eqvista	Carta	Shareworks by Morgan Stanley	Global Shares by J.P. Morgan	Pulley	Astrella	Cake
Pricing	GET STARTED
Cap Tables & Equity Management	As Low as $2/month per shareholder GET STARTED	Not transparent	Not transparent	$3/month per shareholder	$100/month for 25 shareholders	$5/month per shareholder	$2-6.25/month per shareholder
409A Valuations	As Low as $990 GET STARTED	Not available individually	Not transparent	Not transparent	Not available individually	Not transparent	Not transparent
Equity Management & 409A Combined	As Low as $160/month GET STARTED	Not transparent	Not transparent	Sold separately	Starting at $291/month	Starting at $250/month	Sold separately
General	GET STARTED
Free Subscription Plan	GET STARTED
Live Chat Support 24/7	GET STARTED
Ease of Use	GET STARTED
Loyalty Program	GET STARTED
In-Person Training	GET STARTED
Data Room	GET STARTED
Valuations	GET STARTED
409A Valuations	GET STARTED
Unlimited 409a Valuation	GET STARTED
15+ Types of Company Valuations	GET STARTED
In-House Valuation Team	GET STARTED
Valuation Experts All NACVA & CFA Licensed	GET STARTED
Cap Tables	GET STARTED
Free Cap Table Migration	GET STARTED
Equity Onboarding in 10 min	GET STARTED
Equity Self-Onboarding	GET STARTED
Equity Onboarding & Maintenance Specialists	GET STARTED
Equity Documentation	GET STARTED
E-sign All Grants	GET STARTED
ESOP, Convertible Note, KISS, SAFE	GET STARTED
Board Resolutions	GET STARTED
83(b) Elections	GET STARTED
Stock-Based Compensation (3921, ASC 718)	GET STARTED
Secondary Transaction report	GET STARTED
QSBS Letters	GET STARTED
Other Features	GET STARTED
Round Modeling & Waterfall Analysis	GET STARTED
Spreadsheet Feature	GET STARTED

Pricing

Cap Tables & Equity Management
Eqvista	As Low as $2/month per shareholder
Carta	Not transparent
Shareworks by Morgan Stanley	Not transparent
Global Shares by J.P. Morgan	$3/month per shareholder
Pulley	$100/month for 25 shareholders
Astrella	$5/month per shareholder
Cake	$2-6.25/month per shareholder

409A Valuations
Eqvista	As Low as $990
Carta	Not available individually
Shareworks by Morgan Stanley	Not transparent
Global Shares by J.P. Morgan	Not transparent
Pulley	Not available individually
Astrella	Not transparent
Cake	Not transparent

Equity Management & 409A Combined
Eqvista	As Low as $160/month
Carta	Not transparent
Shareworks by Morgan Stanley	Not transparent
Global Shares by J.P. Morgan	Sold separately
Pulley	Starting at $291/month
Astrella	Starting at $250/month
Cake	Sold separately

General

Free Subscription Plan
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

Live Chat Support 24/7
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

Ease of Use
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

Loyalty Program
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

In-Person Training
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

Data Room
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

Valuations

409A Valuations
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

Unlimited 409a Valuation
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

15+ Types of Company Valuations
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

In-House Valuation Team
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

Valuation Experts All NACVA & CFA Licensed
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

Cap Tables

Free Cap Table Migration
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

Equity Onboarding in 10 min
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

Equity Self-Onboarding
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

Equity Onboarding & Maintenance Specialists
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

Equity Documentation

E-sign All Grants
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

ESOP, Convertible Note, KISS, SAFE
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

Board Resolutions
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

83(b) Elections
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

Stock-Based Compensation (3921, ASC 718)
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

Secondary Transaction report
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

QSBS Letters
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

Other Features

Round Modeling & Waterfall Analysis
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

Spreadsheet Feature
Eqvista
Carta
Shareworks by Morgan Stanley
Global Shares by J.P. Morgan
Pulley
Astrella
Cake

Why Eqvista

Eqvista offers custom services for businesses of all sizes, including cap table management and unlimited 409A valuations.

All on one platform

Eqvista provides advanced equity management and valuation services, including cap table software and 409A valuations conducted by certified analysts from NACVA.

In-house experts

Our experts simplify business infrastructure with effective 409A valuations, account management services, and professional cap table management to help your company grow.

Save money on legal fees

Our filing services ensure the proper formation and listing of your entities. Keep your businesses in good standing with ASC 718, Form 8594, Form 3921, and 83(b) Election.

Feature	Eqvista	Other Providers
Price	Transparent pricing based on your need Free up to 20 shareholders Premium at just $2/shareholder 409a valuations starting at $990	Expensive Need to connect with sales representatives Packages with 409a starting from $3,500
Onboarding	Free onboarding for Eqvista clients Support by our onboarding specialist Customized service based on your Company needs	Onboarding can take up to 30 days Slow follow up and delays in communication
409a Valuation	Fast and Efficient 409a valuation service High customer satisfaction Affordable 409a valuations starting at $990 Standalone option available	Valuations take long time General valuations and automated by software Expensive starting at $3,000+ Must sign up for Cap table service for 409a valuations
Platform Experience	Straightforward platform for efficient equity management Finish tasks in minutes, not hours	Complicated to use Need to research their support page to understand For most changes to cap table, need to talk with support team to assist
Vesting Schedule	Fully customizable vesting schedule Quick to make a new template, add details and apply it to your equity grants	Complicated process with numerous steps Hard to navigate through and change details in the system
Financial Modeling & Reporting	Wide range of financial models (Waterfall, Round Modeling, Stock Option Expensing) All feature available to premium users	Difficult to use Advanced financial models only available to higher paid plans
Customer Support	Good reviews of our customer service and support amount clients Typically respond in 24 hours after initial contact Get in touch with a real person to help you answer your questions	Inconsistent support that varies across agents Difficult to get in touch with real person Variable wait times

Price
Eqvista	Transparent pricing based on your need Free up to 20 shareholders Premium at just $2/shareholder 409a valuations starting at $990
Other Providers	Expensive Need to connect with sales representatives Packages with 409a starting from $3,500

Onboarding
Eqvista	Free onboarding for Eqvista clients Support by our onboarding specialist Customized service based on your Company needs
Other Providers	Onboarding can take up to 30 days Slow follow up and delays in communication

409a Valuation
Eqvista	Fast and Efficient 409a valuation service High customer satisfaction Affordable 409a valuations starting at $990 Standalone option available
Other Providers	Valuations take long time General valuations and automated by software Expensive starting at $3,000+ Must sign up for Cap table service for 409a valuations

Platform Experience
Eqvista	Straightforward platform for efficient equity management Finish tasks in minutes, not hours
Other Providers	Complicated to use Need to research their support page to understand For most changes to cap table, need to talk with support team to assist

Vesting Schedule
Eqvista	Fully customizable vesting schedule Quick to make a new template, add details and apply it to your equity grants
Other Providers	Complicated process with numerous steps Hard to navigate through and change details in the system

Financial Modeling & Reporting
Eqvista	Wide range of financial models (Waterfall, Round Modeling, Stock Option Expensing) All feature available to premium users
Other Providers	Difficult to use Advanced financial models only available to higher paid plans

Customer Support
Eqvista	Good reviews of our customer service and support amount clients Typically respond in 24 hours after initial contact Get in touch with a real person to help you answer your questions
Other Providers	Inconsistent support that varies across agents Difficult to get in touch with real person Variable wait times