Eqvista

A platform that combines equity management, cap table management, and valuation services for private companies, solving the problem of static, opaque equity structures and compliance. It sells to founders, CFOs, finance teams, investors, and advisors at startups and private companies of all sizes. It is delivered as a cloud-based SaaS platform with an in-house valuation team and AI-powered real-time valuation, differentiating itself by offering real-time price discovery and integrated compliance.

Key features

• Cap table and ESOP management
• Vesting schedules and shareholder accounts
• Board resolutions and voting
• 83(b) election, Rule 701, Form 3921
• Waterfall and funding round modeling
• Cap table migration from other providers
• 409A valuations with IRS safe harbor
• ASC 718 and portfolio valuations
• Software and IP valuation
• Gift and estate tax valuation
• QSBS attestation letters
• Real-time company valuation
• Fundraising scenario modeling
• Automated workflows and role-based access
• Digital share issuance with certificates