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Equity management and valuations

About Eqvista

Eqvista is an equity management and valuation platform built for startups to manage cap tables, ESOPs, and real-time company valuation tracking. It serves founders and shareholders seeking clarity and control over equity, offering unlimited 409A valuations and audit-ready reports at a lower cost.

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Key Features

From a practical standpoint, the suite keeps equity data aligned as rounds happen and valuations evolve:

Cap Table & ESOP Management

Manage shares, vesting schedules, shareholder accounts, board resolutions, and related filings, with waterfall and funding-round modeling.

Unlimited 409A Valuations

Fast, IRS audit-defensible valuations that scale with your momentum and require no per-valuation fees.

Real-Time Valuation Tracking

Monitor 409A and FMV in real time and download audit-ready reports at any time.

Transfer Cap Table

Fast, no-charge migration from spreadsheets or other providers with dedicated, white-glove onboarding.

Summary

Best for founders, finance teams, and equity-focused ops teams handling cap tables, ESOPs, and ongoing valuations.

Freemium Cap Table

$0 / N/A

  • No credit card required
  • <20 shareholders
  • Cap Table & ESOP management
  • Vesting Schedules
  • Shareholder Accounts
  • Data Room

Premium Cap Table

$2 / /month

  • Everything in Freemium
  • E-signing certificates & SAFE agreements
  • Board Resolutions & Voting
  • Rule 701
  • Form 3921
  • Waterfall (Exit) Modeling
  • Funding Round Modeling
  • Spreadsheet Import
  • Cap Table Onboarding
  • Partner Perks

409A Valuation & Cap Table Bundle (Startup)

$990 / /year

  • Unlimited 409A Updates & Renewals
  • Premium Cap Table
  • AI Power Your Stock Pricing
  • Expedited 409A Valuation

409A Valuation & Cap Table Bundle (Funded)

$1,290 / /year

  • Unlimited 409A Updates & Renewals
  • Premium Cap Table
  • AI Power Your Stock Pricing
  • Expedited 409A Valuation

409A Valuation & Cap Table Bundle (Seed)

$1,990 / /year

  • Unlimited 409A Updates & Renewals
  • Premium Cap Table
  • AI Power Your Stock Pricing
  • Expedited 409A Valuation

409A Valuation & Cap Table Bundle (Series A)

$2,590 / /year

  • Unlimited 409A Updates & Renewals
  • Premium Cap Table
  • AI Power Your Stock Pricing
  • Expedited 409A Valuation

409A Valuation & Cap Table Bundle (Series B)

$3,590 / /year

  • Unlimited 409A Updates & Renewals
  • Premium Cap Table
  • AI Power Your Stock Pricing
  • Expedited 409A Valuation

409A Valuation & Cap Table Bundle (Series C)

$4,290 / /year

  • Unlimited 409A Updates & Renewals
  • Premium Cap Table
  • AI Power Your Stock Pricing
  • Expedited 409A Valuation

Enterprise 409A, QSBS, Premium Cap Table (Startup)

$1,990 / /year

  • Premium Cap Table
  • Unlimited 409A Updates & Renewals
  • Real-Time Valuation® included
  • QSBS Attestation
  • 83(b) Election (mail-in to IRS)
  • ASC 718

Enterprise 409A, QSBS, Premium Cap Table (Funded)

$2,290 / /year

  • Premium Cap Table
  • Unlimited 409A Updates & Renewals
  • Real-Time Valuation® included
  • QSBS Attestation
  • 83(b) Election (mail-in to IRS)
  • ASC 718

Enterprise 409A, QSBS, Premium Cap Table (Seed)

$2,990 / /year

  • Premium Cap Table
  • Unlimited 409A Updates & Renewals
  • Real-Time Valuation® included
  • QSBS Attestation
  • 83(b) Election (mail-in to IRS)
  • ASC 718

Enterprise 409A, QSBS, Premium Cap Table (Series A)

$3,990 / /year

  • Premium Cap Table
  • Unlimited 409A Updates & Renewals
  • Real-Time Valuation® included
  • QSBS Attestation
  • 83(b) Election (mail-in to IRS)
  • ASC 718

Enterprise 409A, QSBS, Premium Cap Table (Series B)

$5,590 / /year

  • Premium Cap Table
  • Unlimited 409A Updates & Renewals
  • Real-Time Valuation® included
  • QSBS Attestation
  • 83(b) Election (mail-in to IRS)
  • ASC 718

Enterprise 409A, QSBS, Premium Cap Table (Series C)

$6,790 / /year

  • Premium Cap Table
  • Unlimited 409A Updates & Renewals
  • Real-Time Valuation® included
  • QSBS Attestation
  • 83(b) Election (mail-in to IRS)
  • ASC 718

Enterprise 409A, QSBS, Premium Cap Table (Series C+)

Custom / /year

  • Premium Cap Table
  • Unlimited 409A Updates & Renewals
  • Real-Time Valuation® included
  • QSBS Attestation
  • 83(b) Election (mail-in to IRS)
  • ASC 718

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