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Enterprise Layer Intelligence
Categories/Tax & Accounting/EQVISTA
EQVISTA

EQVISTA

Founded by Tomas Campos in 2018

Manage company equity, cap tables, and business valuations

Pricing model

Free Tier, Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Eqvista to track shareholder equity, manage cap tables, and issue company stock options. It allows private businesses to organize shareholder records, automate vesting schedules, and log board resolutions. You can also order IRS audit-ready 409A valuations to determine the fair market value of your private company stock before issuing equity to employees or raising capital. Additionally, the tool provides waterfall modeling, funding round simulations, and compliance filings like Rule 701, Form 3921, and 83b elections directly from a centralized web dashboard.

What EQVISTA does

Issue shares and stock option grantsGenerate 409A valuation reportsModel funding round dilutionTrack vesting schedules and milestonesRecord board resolutions and votesGenerate ASC 718 accounting reportsExport shareholder ledgers for legal reviewsFree cap table tracking for up to 20 shareholdersIRS audit-defensible 409A valuation reportsReal-time company valuation updatesWaterfall and funding round dilution modelingAutomated vesting schedule trackingTax compliance support for Rule 701, 83b, and Form 3921Electronic signature collection for equity grants

Pricing breakdown

Pricing model: Free tier, Paid

PlanList price
Freemium Cap TableFree
Premium Cap Table (per stakeholder)$2 / mo
409A Valuation & Premium Cap Table Bundle (annual billing)$990 / mo, billed annually

Frequently asked

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Eqvista, cap table management, 409A valuation, equity management, ESOP management, vesting schedules, fair market value, financial modeling, waterfall analysis, startup equity, shareholder management, ASC 718, Rule 701, stock options