Eqvista

About Eqvista

The startup offers equity management software that enables companies to electronically record and manage stock transactions, including issuing and transferring shares. This solution provides detailed reporting and financial analysis, allowing companies and shareholders to effectively track equity activities and make informed investment decisions.

```xml <problem> Managing company equity, including cap table management, share issuance, and 409A valuations, can be complex and time-consuming, especially for startups and growing businesses. Inaccurate or outdated equity records can lead to compliance issues, disputes among shareholders, and difficulties in attracting investors. </problem> <solution> Eqvista offers a comprehensive equity management platform that streamlines cap table management, share issuance, and 409A valuations. The platform enables companies to electronically manage their equity, issue shares to founders, employees, and investors, and track all equity transactions in real time. Eqvista also provides 409A valuation services performed by NACVA-certified valuation analysts, ensuring compliance with safe harbor standards. With Eqvista, companies can efficiently manage their equity, maintain accurate records, and make informed decisions about their company's future. </solution> <features> - Cap table management with real-time updates and analysis - Electronic share issuance to founders, employees, and investors - 409A valuation services performed by NACVA-certified valuation analysts - Financial modeling tools, including waterfall analysis and round modeling - Shareholder management with online access to grants and electronic certificates - Company incorporation services - Migration and one-time setup of cap table data from other platforms - Tax consulting services - Integration with Cheqly, a neobank for business accounts </features> <target_audience> Eqvista primarily serves startups, small and medium-sized enterprises (SMEs), venture capitalists, and pre-IPO companies that need to manage their equity, issue shares, and obtain 409A valuations. </target_audience> <revenue_model> Eqvista offers a tiered pricing model, including a free plan for companies with fewer than 20 shareholders, and paid plans with additional features and services, such as 409A valuations, starting at $990 per year. </revenue_model> ```

What does Eqvista do?

The startup offers equity management software that enables companies to electronically record and manage stock transactions, including issuing and transferring shares. This solution provides detailed reporting and financial analysis, allowing companies and shareholders to effectively track equity activities and make informed investment decisions.

Where is Eqvista located?

Eqvista is based in San Francisco, United States.

When was Eqvista founded?

Eqvista was founded in 2018.

How much funding has Eqvista raised?

Eqvista has raised 9500000.

Location
San Francisco, United States
Founded
2018
Funding
9500000
Employees
35 employees

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Eqvista

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Executive Summary

The startup offers equity management software that enables companies to electronically record and manage stock transactions, including issuing and transferring shares. This solution provides detailed reporting and financial analysis, allowing companies and shareholders to effectively track equity activities and make informed investment decisions.

eqvista.com50K+
Founded 2018San Francisco, United States

Funding

$

Estimated Funding

$5M+

Team (30+)

No team information available.

Company Description

Problem

Managing company equity, including cap table management, share issuance, and 409A valuations, can be complex and time-consuming, especially for startups and growing businesses. Inaccurate or outdated equity records can lead to compliance issues, disputes among shareholders, and difficulties in attracting investors.

Solution

Eqvista offers a comprehensive equity management platform that streamlines cap table management, share issuance, and 409A valuations. The platform enables companies to electronically manage their equity, issue shares to founders, employees, and investors, and track all equity transactions in real time. Eqvista also provides 409A valuation services performed by NACVA-certified valuation analysts, ensuring compliance with safe harbor standards. With Eqvista, companies can efficiently manage their equity, maintain accurate records, and make informed decisions about their company's future.

Features

Cap table management with real-time updates and analysis

Electronic share issuance to founders, employees, and investors

409A valuation services performed by NACVA-certified valuation analysts

Financial modeling tools, including waterfall analysis and round modeling

Shareholder management with online access to grants and electronic certificates

Company incorporation services

Migration and one-time setup of cap table data from other platforms

Tax consulting services

Integration with Cheqly, a neobank for business accounts

Target Audience

Eqvista primarily serves startups, small and medium-sized enterprises (SMEs), venture capitalists, and pre-IPO companies that need to manage their equity, issue shares, and obtain 409A valuations.

Revenue Model

Eqvista offers a tiered pricing model, including a free plan for companies with fewer than 20 shareholders, and paid plans with additional features and services, such as 409A valuations, starting at $990 per year.

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