Pricing Infrastructure for Private Markets

Redefining private market valuations and equity management.
AI-powered, human-delivered.

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Why Eqvista

20,000+

Satisfied
Customers

$80B

In assets under
administration

$3B

In monthly client asset
valuations and audits

Unlimited 409A Valuations

Your 409A valuations aren’t just a requirement—they’re a foundation for smart decisions.
With Eqvista, get unlimited, IRS audit-defensible valuations that are fast, precise, and built to keep up with your startup’s momentum.

Credentials

100%

In-house team

NACVA-certified, CFA, CVA

and Enrolled Agent with the IRS

5,000+

Number of valuations conducted

Your Real-Time 409A Is the New Standard

Track your company’s valuation 409A and FMV in real time.
Always audit ready, always IRS-compliant.
Download certified reports anytime.

Let Eqvista Boost Your Equity
Management

Your equity management should do more than just track shares in a spreadsheet.
Eqvista is built to transform how founders manage their equity—with clarity, control, and growth at every stage—all in one platform.

  • Cap Table & ESOP Management
  • Vesting Schedules
  • Shareholder Accounts
  • Board Resolutions & Voting
  • 83(b) Election, Rule 701, Form 3921 & ASC 718
  • Waterfall & Funding Round Modeling

Transfer Your Cap Table to Eqvista

Let us migrate your cap table from another provider or spreadsheet to Eqvista, and enjoy fast, no-charge, white-glove onboarding with the support of our dedicated team.

Handle Your Company Valuation
with Experts

Eqvista’s certified in-house team has conducted over 5,000 valuations for startups and enterprises across industries. We deliver precise, audit-ready reports backed by global experience, professional credentials, and lifetime audit support—
all at up to 70% less cost.

FMV Valuation

Software & IP Valuation

Gift & Estate Tax Valuation

Portfolio | ASC 820 Valuation

QSBS Attestation Letters

FMV Valuation

Our Fair Market Valuation gives you a founder‑friendly, IRS‑compliant FMV report—audit‑ready and ideal for ESOPs or capital raises. Built on real financials and comparables, our valuations deliver clarity, confidence, and compliance.

Software & IP Valuation

Get a clear, defensible valuation of your software or Intellectual Property assets. Our reports use industry‑standard income, market, and cost (asset‑based) methods to deliver reliable, audit‑ready insight into your asset’s market value.

Gift & Estate Tax Valuation

Transfer wealth with confidence and minimize tax burdens using our Gift & Estate Tax Valuation service. We provide IRS-compliant valuations for business and real estate assets, ensuring accurate fair market value assessments.

Portfolio | ASC 820 Valuation

Cut through the noise with founder‑friendly ASC 820 valuations. Audit‑ready and LP‑proof, our reports combine market‑based, income, back‑solve, and OPM models for clear, compliant investor insights.

QSBS Attestation Letters

Pay less tax on your equity with our IRS‑compliant QSBS attestation. We issue a formal letter confirming your company’s QSBS eligibility—simplifying your process and boosting investor and employee confidence.

Over 20,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.