Cap Table Management

Eqvista’s cap table management software gives companies a single, accurate source of truth for their equity. Issue and manage shares, options, SAFEs, and employee equity, track ownership changes, stay on top of compliance, and model future funding and liquidity scenarios in one platform.

Built for companies from early-stage startups to late-stage and enterprise organizations, Eqvista scales with your equity program as your ownership, reporting requirements, and stakeholder base grow.

What Is Cap Table Management?

A capitalization table, or cap table, records your company’s ownership, including shares, options, SAFEs, and other securities. Cap table management keeps those records accurate as ownership changes through equity grants, funding rounds, exercises, transfers, and other transactions.

Eqvista replaces manual spreadsheets with a centralized platform where companies can manage ownership, equity transactions, compliance, documents, and stakeholder access in one place.

Cap Table Management for Startups

Early-stage companies need to get their equity structure right from the beginning. Eqvista makes it straightforward to onboard your company, build your cap table, and manage your equity program as your team and ownership grow.

Once set up, you can issue shares, create and manage your ESOP, configure vesting schedules for founders and employees, and add SAFEs directly to your cap table when you are ready to raise. Built-in e-signing keeps equity agreements organized and moving without relying on separate tools. Build your equity structure correctly from the start and keep it organized as your company grows.

Cap Table Management for Growth-Stage Companies

As your company scales, your equity program takes on new layers of complexity. More stakeholders, new reporting requirements, and due diligence from investors all demand a more structured approach. Eqvista is built to handle that without adding complexity to your team’s workload.

Eqvista supports ASC 718 reporting, Rule 701 compliance, and Form 3921 filing as companies scale their equity programs. Manage stock-based compensation reporting, monitor private-company equity compliance, and simplify reporting for incentive stock option exercises from the same platform where you manage your cap table.

Eqvista also connects your cap table with in-house 409A valuation services, keeping your equity and valuation workflows with one provider as your option program grows. You can model future funding rounds and dilution before they close, share diligence materials through a secure built-in data room, and manage governance with integrated board management tools.

Cap Table Management for Late-Stage and Enterprise Companies

Larger organizations managing complex ownership structures need cap table tools built for precision, control, and scale. Eqvista supports waterfall modeling, advanced permissions, premium reporting, large stakeholder management, and shareholder communications for companies with more complex equity structures.

Before a liquidity event, waterfall modeling lets leadership teams run detailed distribution scenarios across share classes and stakeholder groups. Advanced permissions give administrators control over who can view or modify sensitive equity data, while premium reporting supports finance and legal teams with the information they need for audits, board reviews, and investor reporting.

For companies managing large stakeholder bases, Eqvista centralizes ownership records and shareholder communications in one platform, helping teams keep stakeholders informed without adding unnecessary administrative work.

Why Companies Choose Eqvista for Cap Table Management

Eqvista is built to support private companies throughout their entire equity lifecycle, from their first share issuance and employee equity plans to multiple funding rounds, complex reporting requirements, and liquidity planning.

Instead of relying on separate providers for cap table management, equity compliance, valuations, documents, and stakeholder administration, companies can manage these workflows in one place. Eqvista combines powerful equity management tools with in-house valuation expertise, including 409A valuations, so your cap table and valuation workflows stay connected as your company grows.

As your ownership structure becomes more complex, Eqvista scales with it, giving finance, legal, and leadership teams one equity management platform without forcing the company to migrate to a new system as its needs evolve.

Cap Table Management Pricing

Start free and scale without changing platforms. Eqvista’s Freemium plan gives early-stage companies with up to 20 stakeholders the tools to start managing their cap table at no cost.

As your company grows, Premium expands your cap table capabilities with unlimited stakeholders, unlimited companies under one account, annual corporate filings, and additional equity management tools. Companies that also need a 409A valuation can choose the 409A Valuation plan, combining cap table management with Eqvista’s in-house valuation services.

Choose the plan that fits your company today and scale with Eqvista as your equity needs become more complex.

Get Started with Eqvista Today

Bring your cap table, equity management, compliance, and valuation workflows together in one platform built to scale with your company. Create your free account or contact our Success Team to learn how Eqvista can support your equity program.

Demo of the Eqvista Cap Table Management Platform