Explore Eqvista
Eqvista is a comprehensive solution designed to streamline all aspects of equity management. With Eqvista, companies of any size can incorporate their business, manage their cap table, and execute complex equity transactions in a single, intuitive platform. This Equity Management Software simplifies the process of issuing shares, administering employee stock option plans, and performing business valuations, including certified 409a services.
Key Features of Eqvista
- Equity Management: Maintain a transparent and updated cap table with real-time analysis and reporting. All equity-related activities are organized in one place, ensuring your ownership structure is always accurate.
- Issuing Shares Online: Issue shares, options, and convertible instruments seamlessly. The platform facilitates this process entirely online, saving both time and resources.
- Shareholder Management: Keep track of shareholder information with ease. Shareholders can access the cap table, view relevant documents, and request electronic certificates directly within the system.
- Financial Modeling and Valuation: Benefit from built-in tools for financial modeling, including waterfall analysis and round modeling, to predict share dilution and plan exit strategies. Expert valuation services ensure compliance and precision, making complex 409a evaluations hassle-free.
- Document Storage & File Sharing: Store and share important company documents securely using robust file sharing features, streamlining internal communication and record-keeping efforts.
Eqvista offers flexible pricing plans tailored to startups and growing businesses. Its Freemium plan is perfect for companies with up to 20 shareholders, while premium solutions are priced on a per-shareholder basis. For those who require even more comprehensive features, the Enterprise plan combines cap table management with 409a valuation services and corporate filing support. Explore exclusive deals to find the perfect plan for your needs.
Why Use Eqvista?
- All-in-One Platform: Handle incorporation, share issuance, cap table management, and employee stock options from a single dashboard.
- Efficiency and Accuracy: Reduce manual errors and eliminate the cumbersome nature of spreadsheets, with a fully automated and transparent equity management process.
- Robust Valuation Services: Access certified 409a valuations using widely accepted practices, ensuring compliance and confidence in your financial strategies.
- User-Friendly Experience: Designed with simplicity in mind, Eqvista’s intuitive interface enhances user adoption and streamlines your equity operations.
Who is Eqvista For?
- Startups and early-stage companies seeking a secure, cloud-based solution to manage equity and share issuance.
- Growing businesses that require organized cap table management and precise financial modeling tools.
- Organizations that need professional 409a valuations and streamlined shareholder communications.
Eqvista is a leader in the Equity Management Software category, empowering businesses to focus on growth while handling complex equity challenges. For similar solutions, consider exploring InvestNext, Certent Equity Management, and SeedLegals.
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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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