Eqvista Pricing, Features, Reviews & Comparison of Alternatives


Cloud-based equity management software for shareholders

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Eqvista overview

What is 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.


Starting from
Pricing options
Value for money
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Business size



United States

Supported languages

Eqvista screenshot: Eqvista dashboardOnboarding in Eqvista | Company Equity ManagementEqvista screenshot: Eqvista vesting planEqvista screenshot: Eqvista waterfall analysis

Eqvista reviews

There are currently no reviews of Eqvista.

Eqvista pricing

Starting from
Pricing options
View Pricing Plans

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 features

Activity Dashboard
Compliance Management
Customizable Reporting
Financial Analysis
Reporting & Statistics
Third Party Integration

Accounting Integration (162 other apps)
Accounting Management (181 other apps)
Audit Trail (137 other apps)
Automatic Notifications (167 other apps)
Billing & Invoicing (186 other apps)
Data Import/Export (180 other apps)
Electronic Payments (171 other apps)
Expense Tracking (164 other apps)
Invoice Management (234 other apps)
Invoice Processing (151 other apps)
Multi-Currency (166 other apps)
Real Time Data (147 other apps)
Workflow Management (151 other apps)

Videos and tutorials

Additional information for Eqvista

Key features of Eqvista

  • Cap Table Management
  • Deal Management
  • Financial Modeling
  • Investor Reporting
  • Options Management
  • Participant Portal
  • Private Equity
  • Valuation Management
  • Vesting Management
View All Features