Eqvista vs Others

Why companies choose Eqvista over other
cap table management platform?

Choose the Right Partner for Your Company's Cap Table

This overview compares the top-rated cap table platforms to help you choose the cap table management platform that’s right for your company.

Feature

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Other Providers
(Pulley, Shoobx etc.)

Onboarding in 10 min

GET STARTED

Self-onboarding

GET STARTED

Onboarding & Maintenance Specialists

GET STARTED

Unlimited 409a Valuation

GET STARTED

In House Valuation Team

GET STARTED

Round modeling & waterfall analysis

GET STARTED

E-sign all grants

GET STARTED

Board Resolutions

GET STARTED

Stock-Based Compensation (ASC 718)

GET STARTED

Spreadsheet Feature

GET STARTED

ESOP, Convertible Note, KISS, SAFE

GET STARTED

Live Chat Support (US & Asia)

GET STARTED

Ease of Use

GET STARTED

Loyalty Program

GET STARTED

GET STARTED

Onboarding in 10 min

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Other Providers
(Pulley, Shoobx etc.)

Self-onboarding

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Other Providers
(Pulley, Shoobx etc.)

Onboarding & Maintenance Specialists

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Other Providers
(Pulley, Shoobx etc.)

Unlimited 409a Valuation

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Other Providers
(Pulley, Shoobx etc.)

In House Valuation Team

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Other Providers
(Pulley, Shoobx etc.)

Round modeling & waterfall analysis

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Other Providers
(Pulley, Shoobx etc.)

E-sign all grants

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Other Providers
(Pulley, Shoobx etc.)

Board Resolutions

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Other Providers
(Pulley, Shoobx etc.)

Stock-Based Compensation (ASC 718)

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Other Providers
(Pulley, Shoobx etc.)

Spreadsheet Feature

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Other Providers
(Pulley, Shoobx etc.)

ESOP, Convertible Note, KISS, SAFE

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Other Providers
(Pulley, Shoobx etc.)

Live Chat Support (US & Asia)

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Other Providers
(Pulley, Shoobx etc.)

Ease of Use

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Other Providers
(Pulley, Shoobx etc.)

Loyalty Program

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Other Providers
(Pulley, Shoobx etc.)

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Other Providers
(Pulley, Shoobx etc.)

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.

Eqvista vs. Others - Detailed Comparison

Eqvista offers a comprehensive suite of features, making it an excellent choice for efficient equity management.

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

Trusted by over 14,000 companies

Incparadise
Petrof
Freiner Reifer
Bootstrapp
SpotKwik
Aputime
Whoolala
Antenum
MKM group

Interested in issuing & managing shares?

If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!