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.
Funding
$9.5M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
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 Inaccurate or outdated equity records can lead to compliance issues, disputes among shareholders, and difficulties in attracting investors.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.
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.
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