Explore Plans
See how our plans differ to choose the ideal one for you.
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Freemium |
Premium |
409A Valuation |
Enterprise |
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Essentials |
GET STARTED | |||
Number of Shareholders |
<20 shareholders |
Unlimited |
Unlimited |
Unlimited |
Number of Users |
<3 users |
Unlimited |
Unlimited |
Unlimited |
Number of Companies |
Unlimited |
Unlimited |
Unlimited |
Unlimited |
Eqvista Real-Time Valuation® |
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QSBS Attestation |
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83(b) Election (mail-in to IRS) |
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E-Signing Certificates |
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SAFE Agreements |
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Board Resolutions & Voting |
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Rule 701 |
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Form 3921 |
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Cap Table Management |
GET STARTED | |||
Shares Issurance |
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Vesting Schedules |
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Equity Plan Management |
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Spreadsheet |
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Financial Statements |
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White-Glove Onboarding/Migration |
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Waterfall (Exit) Modeling |
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Funding Round Modeling |
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Shareholder management |
GET STARTED | |||
Data Room |
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Essentials |
|---|
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Number of Shareholders |
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|---|---|
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Freemium |
<20 shareholders |
|
Premium |
Unlimited |
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409A Valuation |
Unlimited |
|
Enterprise |
Unlimited |
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Number of Users |
|
|---|---|
|
Freemium |
<3 users |
|
Premium |
Unlimited |
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409A Valuation |
Unlimited |
|
Enterprise |
Unlimited |
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Number of Companies |
|
|---|---|
|
Freemium |
Unlimited |
|
Premium |
Unlimited |
|
409A Valuation |
Unlimited |
|
Enterprise |
Unlimited |
|
Eqvista Real-Time Valuation® |
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|---|---|
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Freemium |
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|
Premium |
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409A Valuation |
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|
Enterprise |
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|
QSBS Attestation |
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|---|---|
|
Freemium |
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|
Premium |
|
|
409A Valuation |
|
|
Enterprise |
|
|
83(b) Election (mail-in to IRS) |
|
|---|---|
|
Freemium |
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|
Premium |
|
|
409A Valuation |
|
|
Enterprise |
|
|
E-Signing Certificates |
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|---|---|
|
Freemium |
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|
Premium |
|
|
409A Valuation |
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|
Enterprise |
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|
SAFE Agreements |
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|---|---|
|
Freemium |
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|
Premium |
|
|
409A Valuation |
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|
Enterprise |
|
|
Board Resolutions & Voting |
|
|---|---|
|
Freemium |
|
|
Premium |
|
|
409A Valuation |
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|
Enterprise |
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|
Rule 701 |
|
|---|---|
|
Freemium |
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|
Premium |
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|
409A Valuation |
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|
Enterprise |
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|
Form 3921 |
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|---|---|
|
Freemium |
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|
Premium |
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|
409A Valuation |
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|
Enterprise |
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|
Cap Table Management |
|---|
|
Shares Issurance |
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|---|---|
|
Freemium |
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|
Premium |
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|
409A Valuation |
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|
Enterprise |
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|
Vesting Schedules |
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|---|---|
|
Freemium |
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|
Premium |
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|
409A Valuation |
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|
Enterprise |
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|
Equity Plan Management |
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|---|---|
|
Freemium |
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|
Premium |
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|
409A Valuation |
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|
Enterprise |
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|
Spreadsheet |
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|---|---|
|
Freemium |
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|
Premium |
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|
409A Valuation |
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|
Enterprise |
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|
Financial Statements |
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|---|---|
|
Freemium |
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|
Premium |
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|
409A Valuation |
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|
Enterprise |
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|
White-Glove Onboarding/Migration |
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|---|---|
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Freemium |
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|
Premium |
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409A Valuation |
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|
Enterprise |
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Waterfall (Exit) Modeling |
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|---|---|
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Freemium |
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Premium |
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409A Valuation |
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Enterprise |
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Funding Round Modeling |
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|---|---|
|
Freemium |
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|
Premium |
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409A Valuation |
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|
Enterprise |
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Shareholder management |
|---|
|
Data Room |
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|---|---|
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Freemium |
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|
Premium |
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409A Valuation |
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|
Enterprise |
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