Partner With Eqvista

Expand your services with a trusted equity management and valuation partner. Help your clients manage equity, navigate valuations, and grow with confidence, from early-stage startups to pre-IPO companies.

Whether you’re a law firm, accounting firm, investor, or startup advisor, Eqvista helps you deliver more value to your clients. Our platform brings together equity management, 409A valuations, broader business valuation services, and financial modeling, giving you the tools and expertise to support private companies from early stage to pre-IPO.


Manage multiple client companies in one place, streamline equity administration, and give your clients access to a platform that grows with their needs. Beyond technology, our 100% in-house valuation team provides professional valuation services, direct analyst support, and expertise you can rely on.

You don’t need to be an equity management expert to get started. Eqvista offers an intuitive platform, dedicated support, and educational resources through our Support Center to help you and your clients get the most out of our services.

Eqvista Welcomes all Professionals

Venture Capital Firms and Investors

Support your portfolio companies with equity management, valuations, and financial modeling.

Law and Accounting Firms

Extend your client services with equity management and expert valuation support.

Startup Accelerators and Incubators

Give startups access to the equity and valuation tools they need as they grow.

Third-Party Service Providers

Complement your existing services with equity management and valuation solutions.

We work with professionals and organizations supporting private companies at every stage. Whether you serve a single startup or an entire portfolio, Eqvista helps you deliver more value to your clients. Explore our partner network.

Partner Benefits

Get access to dedicated support, valuation expertise, and exclusive benefits designed to help you better serve your clients.

  • One-on-One Training: Get personalized guidance on using Eqvista and managing client equity.
  • Priority Support: Receive dedicated assistance for your team and clients.
  • Exclusive Valuation Benefits: Access partner discounts or commissions on 409A valuations.

How do we onboard first client?

Getting started is simple. Our team will help you understand the platform, onboard your first client, and make the most of your partnership.

  • Connect With Our Team: Tell us about your business and the clients you support.
  • Set Up Your Account: Get access to Eqvista and guidance on managing client companies.
  • Onboard Your Clients: Add companies, manage equity records, and access the services they need.
  • Grow Your Partnership: Continue supporting existing clients and expand into additional equity and valuation services as their needs evolve.

Why choose Eqvista?

Your clients’ needs don’t stop at cap table management. Neither do ours. Eqvista combines equity management technology with a 100% in-house valuation practice, helping private companies manage ownership, understand their value, and prepare for what’s next. From early-stage startups to pre-IPO companies, our platform and services are built to support increasingly complex requirements.

Equity Management & Financial Modeling

  • Cap table management and ownership tracking
  • Electronic share issuance and equity transactions
  • Employee stock option plans, RSUs, RSAs, and vesting schedules
  • Convertible notes, SAFEs, and warrants
  • Funding round and dilution modeling
  • Waterfall analysis and exit scenario modeling
  • Stakeholder access and equity reporting

Valuation Expertise & Advanced Capabilities

Let's Build a Partnership

Bring more value to your clients with Eqvista’s equity management platform, in-house valuation expertise, and dedicated partner support.
Become a Partner