Eqvista review
Low-cost cap-table software with vesting, valuation, modeling, and compliance tools.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Eqvista is a cloud-based equity management platform for private companies, startups, finance teams, and investors. It combines cap-table and ESOP management with vesting schedules, stakeholder accounts, equity issuance, transaction tracking, valuation support, compliance workflows, and financial modeling. Stakeholder portal access and data-room capabilities extend the platform beyond internal ownership records. It is best suited to small teams that want a low-cost way to manage ownership and equity administration across web, iOS, and Android.
Pricing is structured around a free plan, a per-stakeholder tier, and an annual valuation bundle. Freemium Cap Table costs $0 and includes cap-table and ESOP management, vesting schedules, stakeholder accounts, and a data room. Premium Cap Table costs $2 per stakeholder per month and adds e-signing certificates and SAFE agreements, board resolutions and voting, Rule 701, Form 3921, waterfall and funding-round modeling, and spreadsheet import. The 409A Valuation & Premium Cap Table Bundle starts at $990 per year and includes unlimited 409A updates and renewals, premium cap-table access, white-glove migration, Eqvista Real-Time Valuation, and an 83(b) election. Premium pricing is custom above 50 stakeholders.
Eqvista’s strongest fit is for teams that need ownership records connected to practical equity workflows, including custom vesting rules, common stock, preferred stock, options, warrants, tax reporting, and 409A valuation. The platform also covers shareholder access, equity issuance, transaction tracking, and compliance processes such as Rule 701 and Form 3921. Its listed integration is QuickBooks, so teams seeking a broader connected software ecosystem may prefer another option. Choose Eqvista for affordable cap-table management with valuation and compliance capabilities; consider alternatives if extensive integrations or broader award coverage are central requirements.
Eqvista pros and cons
- Where it wins
- Free cap-table plan includes vesting, stakeholder accounts, and a data room
- Premium tier adds modeling, compliance workflows, and spreadsheet import
- Supports web, iOS, and Android access with QuickBooks integration
- Where it doesn't
- Premium pricing becomes custom above 50 stakeholders
- Only QuickBooks is listed as an integration
- The feature set is centered on private-company equity management
Eqvista fact sheet, pricing and score →
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