Product

About the Eqvista

Eqvista is a sophisticated equity management and valuation platform designed to help companies, investors, and shareholders track, manage, and optimize company equity seamlessly. Launched in 2018 and headquartered in San Francisco, Eqvista serves over 20,000 clients ranging from pre-seed startups to unicorns, SMEs, and venture capitalists. The platform offers in-house NACVA-certified valuation analysts to deliver fast, defendable 409A valuations alongside a real-time company valuation model that keeps shareholders informed with always-updated estimated fair market values. Key features include cap table management, electronic share issuance and transfers, ESOP/RSA/RSU management, convertible instruments support, waterfall analysis, vesting schedules, and compliance with ASC 718 for stock-based compensation expense reporting. Eqvista also integrates with accounting and legal workflows to simplify document submissions such as 83(b) elections and QSBS attestation letters. The platform ensures collaborative sharing with customizable stakeholder access controls.