Eqvista – Expert Equity Management & Business Valuation Services

Eqvista is a trusted equity management platform empowering companies to efficiently manage their cap tables, issue electronic shares, and obtain fast, accurate 409A valuations. With user-friendly tools, real-time updates, and expert support, Eqvista simplifies complex equity tasks, helping founders and investors stay connected and in control.

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Building the Future of Equity Management

In 2018, frustrated by the limitations of spreadsheets and outdated equity management tools, Tomas Milar founded Eqvista. His vision was to support startups, SMEs, and large corporations alike through comprehensive equity management and compliance solutions.

In a short period, Eqvista has established itself as a trusted provider of valuation services and equity management solutions.

Presently, it has over 20,000 satisfied customers and $80 billion in assets under administration (AuA). As a valuation service provider, the firm handles the valuation of client assets worth $3 billion every month and is targeting $1 trillion in total asset valuations.

Why choose Eqvista?

Eqvista can be a valuable partner in every step of your equity management journey. On its equity management platform, not only can you issue shares and add new shareholders, but you can also visualize the impact of various funding and exit scenarios.

Furthermore, they also help you issue stock-based compensation in a tax-compliant manner through 409A valuations. Since their team consists of NACVA-certified valuation analysts, Chartered Financial Analysts (CFAs), and tax experts, you can be assured of the accuracy.

By offering the most cost-effective solutions on the market and providing inexpensive and unlimited access to 409A valuation services, Eqvista has made equity management more accessible than ever.

Valuation Services by Experts

When it comes to determining the true value of your company’s assets, precision and expertise matter. Whether you’re preparing for fundraising, compliance, or strategic planning, our expert team ensures you have the insights you need to make confident decisions.

Get Audit-Ready and Defensible 409A Valuations by Eqvista

Eqvista’s valuation services are centered around enabling companies to issue stock-based compensation through accurate 409A valuations. However, they also enable investment decision-making, fundraising, strategic decision-making, and mergers and acquisitions (M&A) through their valuation reports.

Types of Expert Valuations Eqvista Provides

While Eqvista is widely recognized as a leading provider of 409A valuations for startups, its 409A valuation services extend far beyond that. They offer a comprehensive suite of solutions that include:

Fair market value (FMV) assessments
Gift and estate tax valuations
Software and website valuations
Patent and IP valuations
Portfolio valuations
Loan valuations
Purchase Price Allocation (PPA)
Valuations for dispute resolution
Valuations for QSBS attestation

Eqvista Valuation Advantage

Eqvista’s valuation team comprises private equity and startup valuation specialists with top-tier credentials, including NACVA-certified valuation analysts, CFA charterholders, and IRS Enrolled Agents. So far, Eqvista’s team has conducted over 50,000 valuations, and every month, they value about $3 billion in client assets.

Eqvista ensures compliance and accuracy by continuously refining its operating procedures in response to evolving market conditions and regulatory changes. Recognizing the importance of agility in compliance, they offer personalized support and maintain a rapid turnaround time. Since modern startups can have multiple material events in a single year, they offer unlimited 409A valuations to ensure affordability.

For performance reviews or other instant valuation needs, you can use Eqvista’s online valuation software, wherein you can choose between various financial models, apply custom weighting, and incorporate software product valuation.

Additional Features

Some valuable features of Eqvista’s valuation software are as follows:

DCF Model – Eqvista’s valuation software generates cash flow projections and discounts them by the inflation rate to estimate your company’s present value as per the Discounted Cash Flows (DCF) method.
Financial projections – Eqvista empowers you to generate accurate projections that are based on your financial history as well as qualitative factors captured through a proprietary questionnaire.
Financial analysis – On their platform, you can apply various valuation models such as the DCF method, the VC method, and the risk factor method to get comprehensive valuation insights.

Equity Management Platform

In addition to tracking ownership and performing routine equity management tasks on Eqvista, you will receive compliance support for expensing stock-based compensation and declaring early exercises in the form of 83(b) elections. While other equity management platforms may only provide visibility into dilution of stake over time, on Eqvista, investors and other stakeholders can understand the change in value of stakes by leveraging the valuation support and financial modelling features.

To balance transparency with control, Eqvista’s cap table software offers customizable access levels that range from limited viewing to full editing rights.

Thus, with Eqvista, you get comprehensive support spanning compliance, equity management, and investor relations in one intuitive platform.

Benefits of Eqvista’s equity management

Using Eqvista’s equity management platform carries the following advantages for entrepreneurs as well as investors.

Intuitive and agile decision-making – Eqvista offers powerful tools such as waterfall analysis and round modelling, which can help stakeholders simulate and understand the financial impact of different funding and exit scenarios.
Improved investor relations – By controlling access levels through Eqvista, you can ensure that sensitive information is shared only with the right parties. Additionally, real-time valuation support keeps investors informed about the value of their equity stake.
Secure and centralized cloud storage – By centralizing cap table data on cloud storage, Eqvista ensures data security and facilitates real-time updates.
Advisory services – To help you tackle complex and unique compliance scenarios with confidence, Eqvista offers equity and tax advisory services.

Pricing and accessibility

Eqvista has made equity management more accessible by pricing its platform in the following manner.

Eqvista’s premium equity management platform is available for just $2 per shareholder per month. To unlock value-added services like unlimited 409A valuations and QSBS attestations, you can subscribe to Eqvista’s enterprise package, starting at just $1,990 per year.
Even in the freemium version, users can manage up to 20 shareholders, handle ESOP administration, track vesting schedules, create shareholder accounts, and store critical documents in a secure data room.

Boost Your Growth with Eqvista’s Equity Management & Valuation Services

In partnership with Eqvista, IncParadise can help you build, maintain, and scale your business. While we help you get started by assisting in incorporation and the filing of annual reports, Eqvista can help you manage your equity.

They can also enable you to issue stock-based compensation in a tax-compliant manner and reach consensus in fundraising negotiations through accurate and detailed valuation reports. Contact their team to know more!

Trusted Equity Management and Valuation Solutions

Streamline your cap table and valuations with confidence—relied on by founders, investors, and professionals around the globe.

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