What is Eqvista?
Eqvista provides a comprehensive platform for equity management and valuation services tailored for private companies and startups. The platform combines AI-powered technology with human expertise to deliver accurate, audit-ready valuations and efficient equity administration.
With features including cap table management, real-time company valuation, 409A valuations, and compliance services, Eqvista helps businesses maintain regulatory compliance while optimizing their equity structure. The platform serves over 23,000 companies worldwide, offering scalable solutions from basic cap table management to enterprise-level valuation packages.
Features
- Real-Time Company Valuation: AI-powered platform providing always-on, IRS-compliant fair market value tracking
- Cap Table Management: Comprehensive equity tracking with ESOP management, vesting schedules, and shareholder accounts
- 409A Valuation Services: Unlimited, audit-defensible valuations with lifetime audit support
- Compliance Services: IRS-compliant filings including ASC 718, Form 3921, 83(b) elections, and Rule 701
- Valuation Methods: Multiple valuation approaches including income, market, and cost-based methods for different asset types
Use Cases
- Startup equity management and cap table administration
- IRS-compliant 409A valuations for employee stock options
- Real-time company valuation tracking for fundraising
- Software and intellectual property asset valuation
- Gift and estate tax valuation for business assets
- Portfolio valuation for investor reporting (ASC 820)
- QSBS eligibility attestation for tax optimization
- Equity compliance and regulatory filings
FAQs
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What is included in the freemium cap table plan?
The freemium plan includes cap table and ESOP management for up to 20 shareholders, vesting schedules, shareholder accounts, and data room access at no cost. -
How does the real-time company valuation work?
The real-time valuation uses AI-powered technology to provide always-on, IRS-compliant fair market value tracking that is integrated into your equity management platform. -
What types of valuation services does Eqvista offer?
Eqvista offers 409A valuations, fair market valuations, software and IP valuations, gift and estate tax valuations, portfolio valuations (ASC 820), and QSBS attestation letters. -
Can Eqvista help with cap table migration from other platforms?
Yes, Eqvista offers white-glove cap table migration services to transfer your data from other providers or spreadsheets to their platform. -
What compliance services are available?
Compliance services include ASC 718 stock-based compensation reporting, Form 3921, 83(b) elections, Rule 701 compliance, and other IRS-required filings.
