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Streamline Equity Management with Eqvista – Empowering Businesses with Cutting-Edge Solutions
Eqvista, an advanced equity management platform, simplifies cap table management, valuation processes, and shareholder engagement for companies of all sizes. By centralizing...
Streamline Equity Management with Eqvista – Empowering Businesses with Cutting-Edge Solutions
Eqvista, an advanced equity management platform, simplifies cap table management, valuation processes, and shareholder engagement for companies of all sizes. By centralizing these tasks, Eqvista enables businesses to efficiently manage their equity operations and compliance requirements in one secure and accessible platform.
Why Use Eqvista?
Eqvista offers a comprehensive suite of features tailored to meet the evolving needs of companies managing ownership structures and financial operations:
- Cap Table Management: Track and manage company ownership with real-time updates, ensuring accuracy and transparency for businesses, investors, and shareholders.
- Equity Issuance: Seamlessly issue shares to founders, investors, and employees online, reducing paperwork and administrative challenges.
- Shareholder Engagement: Provide stakeholders access to detailed records, enabling them to view and request certificates electronically.
- 409A and Business Valuations: Conduct valuations with methods that ensure compliance with safe harbor standards, executed by NACVA-certified analysts.
- Financial Modeling Tools: Leverage built-in analytics like Waterfall Analysis and Round Modeling to assess dilution and strategize exit plans effectively.
- Stock-Based Compensation Reporting: Ensure audit-ready, GAAP-compliant financial reports to maintain compliance during audits.
- Startup Valuation: Quickly determine your company’s worth using Eqvista’s specialized valuation tools for startups and growing companies.
Who is Eqvista For?
Eqvista is built for a variety of business needs, catering to:
- Startups: Founders seeking to organize ownership structures while simplifying the issuance of shares and navigating early valuations.
- Established Companies: Businesses requiring advanced tools for equity management, financial reporting, and corporate governance.
- Investors and Shareholders: Stakeholders looking for transparency in cap table data and streamlined processes for managing grants and options.
- HR and Finance Teams: Teams needing specialized tools to track, report, and manage equity plans for employees and executives.
Plan Flexibility for Your Needs
Eqvista offers multiple pricing tiers, including a free plan for up to 20 shareholders, scalable premium options, and enterprise services, allowing users to align features with their organizational requirements.
In conclusion, Eqvista stands out as a comprehensive solution for businesses managing equity and valuations. Its user-friendly platform, robust functionalities, and scalable pricing make it an indispensable tool for navigating the complexities of equity management with ease and efficiency.
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Steps to Cancel Eqvista Subscription
Eqvista Pricing
To cancel an Eqvista premium subscription:
- Log into your Eqvista account and select your company profile.
- Click on “Subscription” from the left-side menu.
- Select the “Cancel” option and confirm the cancellation.
- The plan will remain active until the end of the billing period, but further billing will be stopped.
- You will receive an email confirmation and see the expiration date on your dashboard.
Most frequent question about Eqvista
Eqvista is a cap table management application designed to help founders, employees, investors, officers, and other shareholders track and manage their company’s shares. It is suitable for companies of all sizes, from small startups to large corporations.
Eqvista offers a range of services including cap table management, issuance of electronic shares and share certificates, 409A valuations, company incorporation, secondary transactions reports, cap table reports, and basic company reports. It also provides tools for financial analysis, waterfall analysis, and compliance with regulatory requirements.
Yes, Eqvista offers a freemium plan that is free for companies with less than 20 shareholders. This plan includes cap table and ESOP management, vesting schedules, shareholder accounts, and a data room. However, for companies with more than 20 shareholders, a premium plan is required, which includes additional features such as e-signing certificates, board resolutions, and funding round modeling.
Eqvista helps companies stay compliant with various regulations, including ASC 718 stock expensing rules and Section 83(b) elections. However, it is the user’s responsibility to ensure that their equity issuances are properly structured and comply with applicable laws and regulations, often requiring the use of legal counsel.
Eqvista provides a one-time free setup for premium accounts, where their staff can assist in setting up the company’s profile and cap table history. They also offer free onboarding for companies switching from other equity management platforms and provide ongoing support and knowledge-based articles to help users.
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