Eqvista vs Pulley

Moving from Pulley? Don’t just switch cap table providers. Upgrade to a platform that connects equity management with 409A valuations, Eqvista Real-Time Company Valuation®, financial modeling, and private-market liquidity solutions.

Switch from Pulley with free migration, your first year of Eqvista cap table free, and a $500 credit toward your first 409A valuation.

Why Do Companies Choose Eqvista Over Pulley?

Eqvista is built for companies that need more from their equity platform as they grow. Get unlimited NACVA-certified 409A valuations, real-time FMV insights through Eqvista Real-Time Company Valuation®, advanced equity modeling, and direct access to valuation and equity specialists, all with transparent, publicly listed pricing.

  • Complete Cap Table Management: Manage shares, options, warrants, SAFEs, KISS, convertible notes, and equity plans in real time, with advanced vesting and transaction management, all in one platform.

  • In-House 409A Valuations: Unlimited, audit-ready 409A valuations from NACVA-certified, CFA, and CVA analysts with lifetime audit support, starting at $990, no tier upgrade required.

  • Eqvista Real-Time Company Valuation®: Know your company’s fair market value at any time with AI-powered, real-time share price discovery. No waiting for a scheduled valuation cycle.

  • Advanced Financial Modeling & ASC 718 Support: Go beyond basic cap table management with advanced tools for ASC 718, waterfall analysis, round modeling, and complex equity scenarios. Model dilution, exit outcomes, and equity compensation requirements in one connected platform.

  • Controlled Liquidity Programs: Prepare for shareholder liquidity with structured programs such as Controlled Tender Offers, while maintaining control over participation, pricing, and cap table outcomes. Eqvista is also preparing for future secondary liquidity solutions.

  • Transparent Pricing and Dedicated Support: Every plan is publicly listed with no hidden charges. Get direct access to cap table specialists and NACVA-certified analysts.

Eqvista vs. Pulley: Feature Comparison

Compare Eqvista and Pulley across pricing, 409A valuations, cap table management, and support to understand which platform gives your startup the most complete equity solution for the price.

Eqvista

Pulley

Pricing

  • Transparent, predictable pricing designed to scale with your company:
    • Free plan for up to 20 stakeholders, no credit card, no expiry
    • Premium at $2/stakeholder/mont
    • 409A valuations from $990 
    • All pricing is publicly listed, no hidden fees
  • Pricing varies by plan and company needs:
    • No free plan. 
    • Startup tier: $1,200/yr (25 stakeholders).
    • Growth tier: $3,500/yr (40 stakeholders) required for 409A access. 
    • Commitment is required across all tiers.

Onboarding

  • White-glove migration from Pulley
  • Historical securities and transactions reconstructed and validated
  • Dedicated migration specialist from export through go-live
  • Concierge onboarding included across all plans. 
  • Migration experience for other platforms is not clearly documented.
  • Onboarding quality varies by tier.

409A Valuation

  • Audit-ready, IRS-defensible reports
  • In-house NACVA-certified, CFA, CVA, and IRS Enrolled Agent analysts
  • Unlimited valuations for 12 months
  • Can be purchased with or without our cap table platform
  • Lifetime IRS audit support included
  • Available only on the Growth plan ($3,500/yr) and above, not included in the Startup tier.
  • No unlimited valuation option, each additional valuation beyond the plan is a separate charge. 
  • Analyst certifications not publicly listed.

Real-Time Valuation

  • Eqvista Real-Time Company Valuation® included in 409A plan
  • AI-powered FMV dashboard, see your share price instantly
  • No need to wait for a formal valuation cycle
  • Mobile App
  • No real-time or AI-powered valuation tool available. 
  • FMV is only accessible after completing a full 409A process, which itself requires the Growth-tier plan at $3,500/yr.

Cap Table Management

  • Top rated equity management platform
  • Supports all equity types with real-time updates
  • Advanced vesting schedules included
  • Clean interface built for founders and CFOs, setup in minutes
  • Basic cap table features only on Startup tier
  • Stakeholder limit is fixed per tier (25 on Startup, 40 on Growth) no flexibility without upgrading

Waterfall & Round Modeling

  • Included in all paid plans 
  • Model funding rounds, waterfall scenarios, and exit outcomes 
  • Advanced financial modeling tools built in
  • Basic fundraise modeler available on the Startup tier. 
  • More comprehensive round modeling and scenario planning tools require a higher-tier plan.

User Experience

  • Ranked #1 on G2 for 409A valuation
  • Intuitive interface- complete tasks in minutes, not hours
  • Fast onboarding with quicker implementation than competitors
  • Clean, straightforward interface suited for early-stage founders with simple cap tables. 
  • Companies with more complex equity, compliance, or reporting needs may hit feature limitations unless they upgrade to the Growth or Enterprise tier.

Customer Support

  • Direct phone, email, and chat access to cap table specialists
  • Same-day response as standard 
  • Direct access to NACVA-certified valuation analysts
  • Concierge onboarding support provided across all plans.
  • Ongoing post-onboarding support structure and analyst access are not publicly outlined.

Pricing

Eqvista

  • Transparent, predictable pricing designed to scale with your company:
    • Free plan for up to 20 stakeholders, no credit card, no expiry
    • Premium at $2/stakeholder/mont
    • 409A valuations from $990 
    • All pricing is publicly listed, no hidden fees

Pulley

  • Pricing varies by plan and company needs:
    • No free plan. 
    • Startup tier: $1,200/yr (25 stakeholders).
    • Growth tier: $3,500/yr (40 stakeholders) required for 409A access. 
    • Commitment is required across all tiers.

Onboarding

Eqvista

  • White-glove migration from Pulley
  • Historical securities and transactions reconstructed and validated
  • Dedicated migration specialist from export through go-live

Pulley

  • Concierge onboarding included across all plans. 
  • Migration experience for other platforms is not clearly documented.
  • Onboarding quality varies by tier.

409A Valuation

Eqvista

  • Audit-ready, IRS-defensible reports
  • In-house NACVA-certified, CFA, CVA, and IRS Enrolled Agent analysts
  • Unlimited valuations for 12 months
  • Can be purchased with or without our cap table platform
  • Lifetime IRS audit support included

Pulley

  • Available only on the Growth plan ($3,500/yr) and above, not included in the Startup tier.
  • No unlimited valuation option, each additional valuation beyond the plan is a separate charge. 
  • Analyst certifications not publicly listed.

Real-Time Valuation

Eqvista

  • Eqvista Real-Time Company Valuation® included in 409A plan
  • AI-powered FMV dashboard, see your share price instantly
  • No need to wait for a formal valuation cycle
  • Mobile App

Pulley

  • No real-time or AI-powered valuation tool available. 
  • FMV is only accessible after completing a full 409A process, which itself requires the Growth-tier plan at $3,500/yr.

Cap Table Management

Eqvista

  • Top rated equity management platform
  • Supports all equity types with real-time updates
  • Advanced vesting schedules included
  • Clean interface built for founders and CFOs, setup in minutes

Pulley

  • Basic cap table features only on Startup tier
  • Stakeholder limit is fixed per tier (25 on Startup, 40 on Growth) no flexibility without upgrading

Waterfall & Round Modeling

Eqvista

  • Included in all paid plans 
  • Model funding rounds, waterfall scenarios, and exit outcomes 
  • Advanced financial modeling tools built in

Pulley

  • Basic fundraise modeler available on the Startup tier. 
  • More comprehensive round modeling and scenario planning tools require a higher-tier plan.

User Experience

Eqvista

  • Ranked #1 on G2 for 409A valuation
  • Intuitive interface- complete tasks in minutes, not hours
  • Fast onboarding with quicker implementation than competitors

Pulley

  • Clean, straightforward interface suited for early-stage founders with simple cap tables. 
  • Companies with more complex equity, compliance, or reporting needs may hit feature limitations unless they upgrade to the Growth or Enterprise tier.

Customer Support

Eqvista

  • Direct phone, email, and chat access to cap table specialists
  • Same-day response as standard 
  • Direct access to NACVA-certified valuation analysts

Pulley

  • Concierge onboarding support provided across all plans.
  • Ongoing post-onboarding support structure and analyst access are not publicly outlined.

Make the Switch from Pulley for Free

Switch in 3–5 business days with free white-glove migration, your first year of Eqvista cap table free, and a $500 credit toward your first 409A valuation.

Switching to Eqvista Is Simple

We handle the migration for you. Share your Pulley data with our team, and our migration specialists reconstruct and validate your cap table in Eqvista, preserving your ownership history and getting you ready to go live in 3–5 business days.

Step 1
Share Your Pulley Data
Export your cap table and supporting equity data from Pulley and securely share it with our migration team.
Step 2
We Rebuild & Validate Your Cap Table
Our specialists migrate your stakeholders, securities, option plans, SAFEs, vesting schedules, and historical transactions, then reconcile and validate the data.
Step 3
Review & Go Live on Eqvista
Review your reconstructed cap table with our team, confirm everything is accurate, and start managing your equity on Eqvista.

Frequently Asked Questions

Is there a special offer for companies switching from Pulley to Eqvista?

Yes. Companies moving from Pulley to Eqvista can get free white-glove migration, their first year of cap table management free, and a $500 credit toward their first 409A valuation.

How long does it take to switch from Pulley?

Most companies complete the switch to Eqvista within 3 to 5 business days. Our migration team manages the entire process of data mapping, transfer, error checking, and full cap table reconstruction, so there is nothing for you to configure manually. The majority of startups are fully live on Eqvista within a week of submitting their data.

Does Pulley offer a free plan?

No. Pulley does not offer a free plan. Their entry-level Startup tier starts at $1,200 per year, which requires an annual commitment

What does the Eqvista free plan include?

Eqvista’s free plan covers up to 20 stakeholders with no credit card required and no expiration date. It includes core cap table management, equity tracking, and share issuance at zero cost. Pulley does not offer a free plan; their minimum commitment starts at $1,200 per year for the Startup tier. When your company is ready to grow, upgrading to Eqvista Premium or 409A is straightforward.

How does Eqvista’s pricing compare to Pulley?

Eqvista’s pricing is fully transparent and publicly listed. The Premium plan is $2/stakeholder/month (for companies with fewer than 50 stakeholders), and 409A valuations start at $990 with unlimited renewals for 12 months included.

Pulley charges $1,200/year just to get started on the Startup tier with no 409A included. Accessing 409A requires upgrading to the Growth plan at $3,500/year, with no unlimited valuation option. Companies that need more than one valuation per year will pay for each additional one as a separate charge.

What data can Eqvista migrate from Pulley?

Eqvista can migrate your existing Pulley cap table, including stakeholders, shares and other securities, stock options and equity plans, SAFEs and convertible instruments, vesting schedules, and historical transactions. Our migration team reconstructs and validates the cap table before your company goes live on Eqvista.

Do I have to rebuild my cap table after leaving Pulley?

No. Eqvista provides white-glove cap table migration, so you don’t have to manually recreate your ownership history. Our team maps your Pulley data, reconstructs the cap table in Eqvista, checks it for accuracy, and works with you to validate the final setup before going live.

Can investors and lawyers access my cap table on Eqvista?

Yes. Eqvista gives you full control over who sees your cap table and at what level. You can grant secure, role-based access to investors, attorneys, board members, and any other stakeholders, each with permissions tailored to their role. Employees and shareholders get a dedicated portal to view their own equity details, including vesting schedules, share certificates, and ownership summaries, without needing to reach out to your team directly.

What if I need a 409A valuation urgently?

Eqvista’s Rapid Response (Tiger) Team handles expedited 409A requests with turnaround in as little as 1 business day, starting at $490. A dedicated analyst is assigned to your submission from the moment it comes in. To get the fastest possible delivery, have your financial statements, cap table, incorporation documents, and funding history ready before you submit. Standard turnaround for non-urgent requests is 5 to 10 business days.

What is Eqvista Real-Time Company Valuation® and does Pulley offer something similar?

Eqvista Real-Time Company Valuation® is a proprietary feature that uses AI-powered analysis to calculate and display your company’s current fair market value directly in your dashboard, updated continuously without requiring a formal valuation request. It is included in Eqvista’s 409A plan.

Pulley does not offer any equivalent feature. On Pulley, your company’s FMV is only visible after completing a full 409A process, which is available on the Growth-tier plan at $3,500/year.

Make the Move from Pulley and Get More from Your Equity Platform

Move from Pulley to Eqvista with free white-glove migration, your first year of cap table management on us, and $500 toward your first 409A valuation. Get more from your equity platform from day one.