About Eqvista

Eqvista is a cloud-based equity management software designed to help investors and shareholders manage capitalization tables, equity shares, valuations, and more. With an integrated share management platform, stakeholders can electronically issue and transfer existing shares to founders, employees, and investors.

The application allows businesses to create, manage, and access capitalization tables and quickly share them with shareholders, lawyers, and accountants via emails. Administrators can utilize the waterfall finance modeling tool to calculate the firm's total value breakdown, the value of preference shares, and convertible bonds among shareholders. Eqvista’s 409A valuation module lets proprietors determine the fair market value (FMV) of common and reserved stocks and prevent internal revenue service (IRS) penalties.

Proprietors can use the employee stock option plan (ESOP) to offer employee stock options (ESO) and restricted stocks to staff members as employee compensation. Other features of Eqvista include stock vesting, financing round modeling, waterfall charts, equity compensation, compliance management, scenario analysis, collaboration, reporting, and more.

Pricing starting from:


  • Free Trial
  • Free
  • Subscription


Business size



United States

Supported Languages


Pricing starting from:


  • Free Trial
  • Free
  • Subscription


Eqvista dashboard
Eqvista vesting plan
Eqvista waterfall analysis
View 4 more
Eqvista video
Eqvista screenshot: Eqvista dashboard Eqvista screenshot: Eqvista vesting plan Eqvista screenshot: Eqvista waterfall analysis


Total features of Eqvista: 29

  • API
  • Activity Dashboard
  • Administrative Reporting
  • Analytics
  • Collaboration Tools
  • Collaborative Review
  • Collaborative Workspace
  • Compensation Management
  • Compensation Statements
  • Compliance Management
  • Customizable Reporting
  • Document Storage
  • Employee Management
  • Financial Analysis
  • Financial Management
  • Planning Tools
  • Portfolio Management
  • Predictive Analytics
  • Real Time Analytics
  • Reporting & Statistics
  • Role-Based Permissions
  • Scenario Planning
  • Scheduled Reporting
  • Search Functionality
  • Spend Analysis
  • Stock Management
  • Summary Reports
  • Third Party Integration
  • User Defined Attributes



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Eqvista FAQs

Below are some frequently asked questions for Eqvista.

Eqvista offers the following pricing plans:

  • Starting from: US$2,00/month
  • Pricing model: Free, Subscription
  • Free Trial: Not Available

Eqvista is available to users for free and offered across 2 pricing plans. Pricing and functionality - outlined below - scales with number of shareholders. Freemium: Up to 20 shareholders - Available to users for free Premium: Unlimited shareholders - $2/per shareholder/month Additional charges include 409A Valuation starting at $1100 • Seed Stage – $1100 • Series A - $1,600 • Series B - $2100 • Series C - $2700

Eqvista offers the following features:

  • Document Storage
  • Portfolio Management

Eqvista has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Eqvista supports the following languages:


We do not have any information about what devices Eqvista supports

We do not have any information about what integrations Eqvista has

Eqvista offers the following support options:

Phone Support, Online Support, Knowledge Base, FAQs

Related categories

See all software categories found for Eqvista.