Switch Cap Table Providers Without Losing Your Equity History
Move your cap table to Eqvista with dedicated migration support, verified equity records, and onboarding typically completed in 3–5 business days.
Moving your cap table to a new platform shouldn’t mean starting over. Eqvista makes the transition easier with dedicated migration specialists who help transfer your existing equity records, preserve your ownership history, and verify your data before you go live.
Trusted by over 25,000 companies, Eqvista brings cap table management, company valuations, equity plans, and financial modeling together in one platform. From early-stage startups to pre-IPO companies, we help you manage equity today and prepare for what’s next.
Why Companies Move Their Cap Tables to Eqvista
- Expert-Led Migration, Not Self-Service Setup: Work with a dedicated migration specialist who handles the transfer, reviews your records, and helps resolve discrepancies before you go live.
- Your Complete Equity History, Preserved: Bring your historical equity transactions, shareholder records, share classes, option grants, and vesting schedules into one platform, with records reconciled before launch.
- More Than Cap Table Management: Manage equity, 409A valuations, financial modeling, and future liquidity needs with one provider as your company grows.
- Built for Long-Term Equity Management: From early-stage companies to pre-IPO businesses, Eqvista supports increasingly complex ownership structures, valuations, and equity requirements.
What is the process of migrating from other platforms to Eqvista?
- Share Your Existing Cap Table: Provide an export from your current equity management platform or your existing spreadsheet and supporting records.
- We Transfer and Reconcile Your Data: Your migration specialist imports your equity history, reviews ownership records, and identifies discrepancies that need attention.
- Review Your Migrated Cap Table: Check your shareholder information, equity transactions, and ownership structure in Eqvista before finalizing the transition.
- Go Live With Ongoing Support: Start managing your equity in Eqvista, with access to dedicated support and additional valuation services as your needs evolve.
How Long Does Cap Table Migration Take?
Most companies can be onboarded to Eqvista in 3–5 business days, depending on the complexity and completeness of their equity records. Our team reviews and reconciles your cap table before go-live, helping identify discrepancies before they become ongoing issues.
What Happens to Your Equity Data During Migration?
Switching cap table providers shouldn’t put your company’s equity history at risk. Eqvista helps you transfer your existing equity records while keeping your ownership structure and historical transactions intact.
Depending on your current platform and equity structure, our migration team can help transfer:
- Shareholder records and ownership history: Existing shareholders, ownership percentages, and historical changes.
- Share classes and issuances: Common and preferred shares, including historical issuances and allocations.
- Stock options and vesting schedules: Employee equity grants, option plans, and associated vesting details.
- Convertible instruments: SAFEs, convertible notes, and related equity records.
- Historical transactions and documents: Equity transfers, cancellations, exercises, and supporting documentation.
Your dedicated migration specialist reviews and reconciles the transferred records to help identify discrepancies before your new cap table goes live. Your equity history stays intact, so you can continue managing ownership with confidence.
One Platform for Equity, Valuations, and Beyond
Your equity management needs don’t stop evolving once your cap table is migrated. As your company grows, Eqvista helps you manage increasingly complex ownership structures, equity plans, and reporting requirements, all in one place.
Beyond cap table management, you gain access to in-house 409A and business valuations, financial modeling, and Eqvista Real-Time Company Valuation® to support informed decisions as your company evolves. From fundraising and dilution management to future liquidity events, Eqvista is built to support your next stage of growth.
Migrating From Carta, Pulley, or Another Provider?
Whether you’re switching from Carta, Pulley, another equity management platform, or an Excel spreadsheet, Eqvista helps you transfer your cap table while preserving your existing equity records. Our migration specialists handle the transfer and help ensure your records are accurately reflected in Eqvista.
- Moving from Carta? See how Eqvista compares and what to expect when switching from Carta to Eqvista.
- Switching from Pulley? Explore our dedicated Pulley migration support and transition offer.
- Using another platform? Compare Eqvista with other equity management providers and explore your options.
- Managing equity in spreadsheets? Our team can help you move your existing cap table into Eqvista for easier ongoing equity management.
Frequently Asked Questions About Cap Table Migration
To migrate your cap table, you’ll need to transfer your existing shareholder records, equity transactions, share classes, and other relevant data to your new platform. With Eqvista, a dedicated migration specialist handles the transfer, reviews your records for discrepancies, and helps you verify your cap table before going live.
Most companies can migrate their cap table to Eqvista within 3–5 business days. The exact timeline depends on the complexity of your ownership structure, the amount of historical data, and whether any discrepancies need to be resolved.
Yes. Eqvista helps preserve your company’s equity history, including shareholder records, share issuances, stock options, vesting schedules, and historical transactions. The migration team reviews and reconciles the transferred data to help ensure your ownership records remain accurate. The exact scope depends on your existing records and platform.
Yes. Eqvista supports cap table migrations from Carta, Pulley, other equity management platforms, and spreadsheets. Our team helps transfer and verify your existing records so you can continue managing your equity in Eqvista with confidence.
You have complete control over shareholder notifications during and after migration. Your employees and investors are not automatically notified simply because you transfer your cap table. When you’re ready, you can invite them to access their equity information through Eqvista’s shareholder portal.
Eqvista offers free migration support for eligible companies, with a dedicated specialist to help transfer and verify your equity records. Once migrated, you can choose a plan that fits your needs, including a free plan for companies with fewer than 20 stakeholders or Premium plans starting at $2 per stakeholder per month. Our team can confirm your migration costs and recommend the right plan for your company.
Ready to Move Your Cap Table to Eqvista?
Switch with confidence. Our migration specialists will transfer your equity records, verify your cap table, and get you started with Eqvista, without managing the migration yourself.