Eqvista vs Others

Why is Eqvista one of the most highly rated #1 equity management software and 409A valuation provider on G2 & Clutch for cap table management and 409A valuations over other platforms?

Choose the Right Partner for
Your Company's Cap Table & 409A

Partner with Eqvista, the #1 equity management software and 409A valuation provider on G2 & Clutch, for your company’s cap table and 409A needs, trusted for its top-rated features and personalized service.

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

Pricing

 GET STARTED

Cap Tables & Equity Management

As Low as $2/month
per shareholder

Not transparent

Not transparent

$3/month
per shareholder

$100/month for
25 shareholders

$5/month
per shareholder

$2-6.25/month
per shareholder

409A Valuations

As Low as $990

Not available individually

Not transparent

Not transparent

Not available individually

Not transparent

Not transparent

Equity Management & 409A Combined

As Low as
$160/month

Not transparent

Not transparent

Sold separately

Starting at
$291/month

Starting at
$250/month

Sold separately

General

 GET STARTED

Free Subscription Plan

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Live Chat Support 24/7

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Ease of Use

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Loyalty Program

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In-Person Training

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Data Room

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Valuations

 GET STARTED

409A Valuations

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Unlimited 409a Valuation

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15+ Types of Company Valuations

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In-House Valuation Team

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Valuation Experts All NACVA & CFA Licensed

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Cap Tables

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Free Cap Table Migration

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Equity Onboarding in 10 minutes

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Equity Self-Onboarding

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Equity Onboarding & Maintenance Specialists

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Equity Documentation

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E-sign All Grants

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ESOP, Convertible Note, KISS, SAFE

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Board Resolutions

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83(b) Elections

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Stock-Based Compensation
(3921, ASC 718)

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Secondary Transaction report

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QSBS Letters

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Other Features

 GET STARTED

Round Modeling & Waterfall Analysis

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Spreadsheet Feature

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Pricing

Cap Tables & Equity Management

Eqvista

As Low as $2/month
per shareholder

Carta

Not transparent

Shareworks
by Morgan Stanley

Not transparent

Global Shares
by J.P. Morgan

$3/month
per shareholder

Pulley

$100/month for
25 shareholders

Astrella

$5/month
per shareholder

Cake

$2-6.25/month
per shareholder

409A Valuations

Eqvista

As Low as $990

Carta

Not available individually

Shareworks
by Morgan Stanley

Not transparent

Global Shares
by J.P. Morgan

Not transparent

Pulley

Not available individually

Astrella

Not transparent

Cake

Not transparent

Equity Management & 409A Combined

Eqvista

As Low as
$160/month

Carta

Not transparent

Shareworks
by Morgan Stanley

Not transparent

Global Shares
by J.P. Morgan

Sold separately

Pulley

Starting at
$291/month

Astrella

Starting at
$250/month

Cake

Sold separately

General

Free Subscription Plan

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

Live Chat Support 24/7

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

Ease of Use

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

Loyalty Program

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

In-Person Training

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

Data Room

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

Valuations

409A Valuations

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

Unlimited 409a Valuation

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

15+ Types of Company Valuations

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

In-House Valuation Team

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

Valuation Experts All NACVA & CFA Licensed

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

Cap Tables

Free Cap Table Migration

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

Equity Onboarding in 10 minutes

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

Equity Self-Onboarding

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

Equity Onboarding & Maintenance Specialists

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

Equity Documentation

E-sign All Grants

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

ESOP, Convertible Note, KISS, SAFE

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

Board Resolutions

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

83(b) Elections

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

Stock-Based Compensation
(3921, ASC 718)

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

Secondary Transaction report

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

QSBS Letters

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

Other Features

Round Modeling & Waterfall Analysis

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

Spreadsheet Feature

Eqvista

Carta

Shareworks
by Morgan Stanley

Global Shares
by J.P. Morgan

Pulley

Astrella

Cake

Migrate your cap table and 409A valuations to Eqvista

Fast onboarding and our expert support make moving from another provider effortless.
Start with Our Experts

Why Eqvista

Eqvista offers custom services for every funding stage, from early-stage startups to pre-IPO companies,
with cap table management and unlimited 409A valuations.

All in one platform

Eqvista provides top-rated equity management and valuation services, including cap table and 409A valuations conducted by NACVA certified valuation experts.

In-house experts

Our experts simplify business infrastructure with effective and audit-ready 409A valuations, and professional cap table management to help your company grow.

Save money on legal fees

Our filing services ensure the proper formation and listing of your entities. Keep your businesses in good standing with ASC 718, Form 8594, Form 3921, and 83(b) Election.

Eqvista vs. Others - Detailed Comparison

Eqvista offers a comprehensive suite of features, making it an best choice for efficient equity management & 409A.

Eqvista

Other Providers

Pricing
  • Transparent pricing based on your need
  • Free up to 20 shareholders
  • Premium at just $2/shareholder
  • 409a valuations starting at $990
  • Expensive
  • Need to connect with sales representatives
  • Packages with 409a starting from $3,500

Onboarding
  • Free onboarding for Eqvista clients
  • Support by our onboarding specialist
  • Customized service based on your
    Company needs
  • Onboarding can take up to 30 days
  • Slow follow up and delays in communication

409a Valuation
  • Fast and Efficient 409a 
valuation service
  • High customer satisfaction
  • Affordable 409a valuations starting at $990
  • Standalone option available
  • Valuations take long time
  • General valuations and automated by software
  • Expensive starting at $3,000+
  • Must sign up for Cap table service for 409a valuations

Platform Experience
  • Ranked #1 equity management platform on G2 based on verified user feedback
  • Straightforward platform for efficient equity management
  • Finish tasks in minutes, not hours
  • Complicated to use
  • Need to research their support page to understand
  • For most changes to cap table, need to talk with support team 
to assist

Vesting Schedule
  • Fully customizable vesting schedule
  • Quick to make a new template, add details and apply it to your equity grants
  • Complicated process with numerous steps
  • Hard to navigate through and change details in the system

Financial Modeling & Reporting
  • Wide range of financial models (Waterfall, Round Modeling, Stock Option Expensing)
  • All feature available to premium users
  • Difficult to use
  • Advanced financial models only available to higher paid plans

Customer Support
  • Good reviews of our customer service and support amount clients
  • Typically respond in 24 hours after initial contact
  • Get in touch with a real person to help you answer your questions
  • Inconsistent support that varies across agents
  • Difficult to get in touch with 
a real person
  • Variable wait times

Pricing

Eqvista
  • Transparent pricing based on your need
  • Free up to 20 shareholders
  • Premium at just $2/shareholder
  • 409a valuations starting at $990

Other Providers
  • Expensive
  • Need to connect with sales representatives
  • Packages with 409a starting from $3,500

Onboarding

Eqvista
  • Free onboarding for Eqvista clients
  • Support by our onboarding specialist
  • Customized service based on your
    Company needs

Other Providers
  • Onboarding can take up to 30 days
  • Slow follow up and delays in communication

409a Valuation

Eqvista
  • Fast and Efficient 409a 
valuation service
  • High customer satisfaction
  • Affordable 409a valuations starting at $990
  • Standalone option available

Other Providers
  • Valuations take long time
  • General valuations and automated by software
  • Expensive starting at $3,000+
  • Must sign up for Cap table service for 409a valuations

Platform Experience

Eqvista
  • Ranked #1 equity management platform on G2 based on verified user feedback
  • Straightforward platform for efficient equity management
  • Finish tasks in minutes, not hours

Other Providers
  • Complicated to use
  • Need to research their support page to understand
  • For most changes to cap table, need to talk with support team 
to assist

Vesting Schedule

Eqvista
  • Fully customizable vesting schedule
  • Quick to make a new template, add details and apply it to your equity grants

Other Providers
  • Complicated process with numerous steps
  • Hard to navigate through and change details in the system

Financial Modeling & Reporting

Eqvista
  • Wide range of financial models (Waterfall, Round Modeling, Stock Option Expensing)
  • All feature available to premium users

Other Providers
  • Difficult to use
  • Advanced financial models only available to higher paid plans

Customer Support

Eqvista
  • Good reviews of our customer service and support amount clients
  • Typically respond in 24 hours after initial contact
  • Get in touch with a real person to help you answer your questions

Other Providers
  • Inconsistent support that varies across agents
  • Difficult to get in touch with 
a real person
  • Variable wait times

Why Eqvista

23,000+

Satisfied
Customers

$300B

In assets under
administration

#1

Equity management software and 409A
valuation provider on G2 & Clutch

Over 23,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.
Get Started - It's Free! Request a Demo