Equafy review
Affordable core equity modeling for small teams, with one project per subscription.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Equafy is a cap table and equity management product designed for founders and early-stage companies. Its core scope covers static, hybrid, and contribution-based dynamic equity models, along with ownership tracking, reserved pools, options, vesting, grants, SAFEs, convertible notes, share transfers, funding rounds, and dilution scenarios. Share classes, transaction history, audit logs, legal document templates, and PDF report export extend the product beyond basic ownership calculations.
Pricing is straightforward across two plans. The Monthly Plan costs $19.99 USD per project per month and includes 1 project, unlimited members, PDF report export, vesting and grants, SAFEs and convertible notes, and an issue-shares and round simulator. The Yearly Plan costs $199.99 USD per project per year with the same listed features. A seven-day trial is available, but there is no free plan. For a small team managing one company, the pricing keeps the entry point focused on core modeling rather than a broad multi-project setup.
Equafy’s strongest fit is equity planning that requires more than a static ownership table: contribution-based recalculation, reserved pools, option management, financing instruments, and round simulation are all included in its published feature set. The main constraint is the one-project allowance on both plans, which may matter to advisors, investors, or teams coordinating multiple entities. The former Equafy homepage currently redirects to Aportia, so buyers should treat the product’s current identity as part of their selection decision. Choose Equafy for affordable, focused modeling for one early-stage company; consider an alternative if multi-project administration or a broader platform ecosystem is central to the workflow.
Equafy pros and cons
- Where it wins
- Supports static, hybrid, and contribution-based ownership models
- Includes vesting, grants, SAFEs, notes, and dilution modeling
- Provides audit logs, legal templates, and PDF report export
- Where it doesn't
- Each plan covers only 1 project
- PDF is the stated report export format
- The former Equafy website redirects to Aportia
Equafy fact sheet, pricing and score →
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