Get Free Cap Table Management Premium Access with Your 409A Valuation

Picture this: An investor asks to review your cap table during a crucial funding meeting. Within seconds, you pull up an extensive view of your entire ownership structure, every shareholder detail, vesting schedule, and SAFE agreement, all properly documented and signed. The best part? These cap table tools didn’t cost you a penny extra beyond your required 409A valuation.

This isn’t wishful thinking. Eqvista makes it real: every 409A valuation is fully audit-ready and includes premium cap table management at no extra cost. And unlike small or limited tools, Eqvista delivers this through a full-feature CapTable platform trusted by thousands of scaling companies, from Seed to Pre-IPO.

Founder’s Journey to Smarter Equity Management

For many founders, managing equity starts out simple. A few friends, some advisors, and maybe an early investor. But as your company grows, so do the complexities: vesting schedules, board approvals, new option grants, funding rounds—every decision adds a layer to your ownership landscape. 

And when that investor asks for due diligence? When does your auditor need clean records? When you’re planning your exit strategy? Spreadsheets become your worst enemy.

Most founders discover this the hard way. They scramble to organize years of equity decisions at the worst possible moment—right when they need to look professional and prepared.

Why is Eqvista a smart choice?

Here’s what makes Eqvista different: Eqvista solves this founder’s headache with a unique bundled offering, Get a 409A valuation, and enjoy premium cap table features—zero extra cost.

You get the full cap table premium platform, which includes the  powerful tools other providers charge up to tens of thousands of dollars annually for. With Eqvista, get your 409A valuation and instantly unlock all premium cap table management features.

Let that sink in. While your competitors are paying other providers, you’re getting the same professional-grade tools essentially free. These are the same enterprise-grade tools that have made Eqvista the best CapTable solution on the market, used by more than 23,000 companies.

Why pay more for Equity Management?

Founders using Eqvista save up to 70% compared to traditional cap table management solutions, which can cost from $6,000 to $77,000 annually on other platforms. If you’re scaling fast and need investor-ready tools, Eqvista lets you focus on growth while we handle the complexities of equity admin at zero charge.

The return on well-organized equity management extends beyond cost savings:

• Startups maintaining current cap tables and 409A valuations achieve 25-35% higher fundraising success rates.
• Transparent, accurate financial records reduce perceived risk, earning valuation premiums of 15-25% during investor negotiations.
• Well-prepared companies project competence that translates directly into better terms.

But the real return isn’t just money saved. Its opportunities are captured. Its deals closed faster. It’s the confidence that comes from knowing your equity data is powerful.

With Eqvista, you’re not just using a software tool; you’re leveraging a trusted, market-proven platform supporting companies through every stage of growth, from Seed round to pre-IPO.

What You Get (That Your Competitors Are Paying Thousands For)

Maintaining a clean, transparent cap table is mission-critical for impressing investors, driving growth, and minimizing legal risk. Free access to Eqvista’s premium equity management means you’re always prepared when opportunity calls.

• Faster, cleaner compliance: A defensible 409A valuation paired with premium cap table tools ensures all equity data, vesting schedules, and documents are in one auditable place. This minimizes last-minute confusions before fundraising, audits, or exits and supports smoother investor conversations.
• Unified ownership view: Real-time visibility into who owns what, how grants vest, and how new rounds dilate stakes helps founders make informed decisions quickly. With this bundle, governance and ownership tracking stay aligned as milestones change.
• Ready for fundraising: A current cap table, coupled with a valuation that reflects market reality, signals credibility to investors. It demonstrates disciplined governance, clear ownership, and a proactive stance on governance and compliance.
• Time and cost efficiency: The 409A valuation plan bundles premium features at no extra charge, eliminating the overhead of juggling multiple platforms or separate licenses. Founders can focus on product, growth, and hiring rather than software administration.

Premium Features That Drive Results (With a 409A Valuation)

Eqvista’s premium features report up to 40% faster funding document preparation and a significant decrease in equity management errors during audits. These aren’t basic features. This is enterprise-grade equity management that typically sits behind expensive paywalls:

• E-signing certificates & SAFE agreements: Close deals faster with legally binding digital signatures and secure documentation workflows.
• Customize certificate templates: Maintain your brand across all equity documents, strengthen professionalism and investor confidence.
• Board resolutions & voting: Centralize decisions, approvals, and governance activity in an auditable record crucial for due diligence.
• Spreadsheet import: Seamless migration of legacy data minimizes errors and accelerates onboarding for new team members.
• Form 3921 support: Generate IRS-compliant documents for incentive stock options, reducing manual work and tax-report risk.
• Rule 701 tracking: Keep disclosures clear for employees and investors, supporting compliance for private-company plans.
• Waterfall (exit) modeling: Visualize distributions under exit scenarios to plan for liquidity events and equity outcomes.
• Funding round modeling: Forecast how new rounds affect ownership, pools, and dilution to inform strategic decisions.
• Cap table onboarding and migration: Smoothly bring on teammates, advisors, or investors with guided processes that preserve data quality.

These features are typically part of Eqvista’s paid premium tier, but with a 409A valuation, you get them at no additional cost. This means you can value your company accurately while managing equity smarter, without paying for separate cap table software.

The question isn’t whether you need these tools. The question is: why would you pay thousands extra when you can get them free? Especially when those tools come from a platform with over five years of market leadership, trusted by more than 23,000 companies managing over $200B in assets.

How can founders get started?

Eqvista stands ready to help you organize equity, bring order to your data, and run custom scenarios you can trust. Onboarding takes minutes, not days, and transforms cap table maintenance into a strategic asset for scaling quickly.

• Review existing cap table data, vesting schedules, and document templates to identify misalignments or missing disclosures.
• Initiate or renew a 409A valuation to unlock premium cap table features immediately after issuance.
• Use cap table onboarding to add teammates, advisors, or investors with correct roles and permissions.
• Configure notifications for vesting changes, option exercises, or new funding rounds to stay ahead of events.
• Utilize waterfall and funding round modeling to stress-test plans for hiring, compensation, and fundraising before decisions are final.

Your Ownership Story Deserves Better Than Spreadsheets

You’re building something meaningful. You’re solving real problems. You’re creating value for customers, employees, and investors. Your ownership story should reflect that ambition.

Don’t let cap table chaos slow your growth. Choose Eqvista for your 409A valuation and enjoy the full-feature CapTable platform powering over 23,000 companies and $200B in assets worldwide—at zero additional cost. Your company’s ownership story deserves to be clear, convincing, and ready at every critical moment at no extra cost.