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About Eqvista
Eqvista is a cloud-based equity management software designed to help investors and shareholders manage capitalization tables, equity shares, valuations, and more. Eqvista is suitable for organizations of all sizes, from small startups to large corporations. It provides tailor-made solutions and can be used to issue stock and stay connected with shareholders. Eqvista's features include 409A valuation and reports, waterfall analysis, financial analysis and company standing, plus more.
Eqvista pricing
Eqvista has a free version and offers a free trial. Eqvista paid version starts at USD 2.00/month.
Starting Price:
USD 2.00/month
Free Version:
Yes
Free trial:
Yes
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Eqvista Reviews
Feature rating
5 reviews of 21
View all reviews
Gabriel
- Industry: Biotechnology
- Company size: 1,001–5,000 Employees
- Used Monthly for 1+ year
-
Review Source
5
Reviewed on 24/07/2024
Great product, excellent service, with a brilliant user interface.
Eqvista’s platform is truly a simple and easy to use one. We are now able to provide great levels of transparency to our employees, who can now access all equity related information on a single platform. This has also helped them understand the value better and take more informed decisions. The team at Eqvista also personifies service quality.
Pros
Eqvista has a lot of great features, but the employee dashboard has been the most helpful. We find that our employees feel like they are more informed and feel more connected. The added level of transparency that Eqvista has given is definitely a great step towards success.
Cons
None that I know of. So far it can cover our needs in grants administration.
Fred
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Monthly for 1-5 months
-
Review Source
5
Reviewed on 07/07/2021
Great alternative to Carta
Pros
Simple to use
Cover most (or all) your needs at the Seed Stage level
Free option up to 20 shareholders
Progressive pricing per shareholder
Cheap 409a valuation
Reactive team
Well-documented
Cons
No bad experience so far. Nothing to report on that
Alternatives Considered
CartaReasons for Switching to Eqvista
You don't fee lock with an expensive captable management solution
Giovanni
- Industry: Biotechnology
- Company size: 2–10 Employees
- Used for 1-5 months
-
Review Source
1
Reviewed on 21/05/2021
STAY AWAY FROM THIS COMPANY
I only use this company for when I need to file my franchise taxes in Delaware, which is around March. So I cancel my subscription and resubscribe when I need to. Doesn't sound bad right. Wrong! This company charges you on your next billing cycle for the months you cancel. So understand, you can cancel and will not be charge, but they charge you for the months you didn't use their service. Imagine cancel your Netflix subscription for a year, and then you want to resubscribe and Netflix bill you for for the months you cancel your account. Then he told me that we charge you for a service of just being a user. What! Make that make sense please. RUN, RUN, RUN, RUN, RUN from this company! I'm letting everyone know, so if they get a billed like mine. Oh and don't expect a refund, because you were paying for a service of just being a user in their database.
Pros
Ease of use is all I can say about this!
Cons
Subscriptions Plan you better run the other way! Hidden Fees!
Christopher
- Industry: Retail
- Company size: 2–10 Employees
- Used Monthly for 1+ year
-
Review Source
5
Reviewed on 08/08/2024
Smooth and easy to work
Eqvista has created an ease for us as an organization to manage our equity. It have easen our members life as they get all the information clearly on the tool itself.
Pros
Eqvista is very user friendly tool and easy to adopt. The resolution from the customer success team of Eqvista is also very quick. Tool integration is also easy and smooth.
Cons
Nothing that clicks my mind as of now. So I will Skip this question.
Drew
- Industry: Consumer Services
- Company size: 201–500 Employees
- Used Monthly for 1+ year
-
Review Source
5
Reviewed on 16/07/2024
Simple and convenient Cap Table interface
Eqvista makes it easy for investors and option holders to review their equity and monitor changes to the cap table.
Pros
I like the fact that we can use our own documents, especially for options. Combine that and other futures with the competitive pricing and you have a win.
Cons
So far I have no complaints about the service
