With over $9 trillion in company assets valued for clients ranging from pre-seed startups to unicorns, SMEs, and VCs, Eqvista is one of the leading valuation and equity management providers in the industry, trusted by thousands of founders. Our AI-powered, human-delivered approach combines Eqvista Real-Time Company Valuation® with our NACVA-certified valuation analysts to deliver the fastest, best-priced, 5-star rated valuations on the market. Every 409A valuation includes lifetime audit support and comes bundled with our premium cap table platform, at no additional cost. Eqvista Real-Time Company Valuation® goes beyond traditional static reports by giving private companies a continuously updated view of their common stock value, accessible anytime through our web and mobile apps. This enables faster, more confident decisions with instant access to audit-defensible fair market value as your company evolves. Beyond valuations, Eqvista offers comprehensive equity management, managing cap tables for over 25,000 companies with full onboarding and white-glove migrations from other providers or spreadsheets. Our solutions include: - 409A valuations, including timely updates, renewals, and adjustments for key events - Eqvista Real-Time Company Valuation® for instant fair market value access - Cap table management for companies and their shareholders - Qualified Small Business Stock (QSBS) Attestation Letters - 83(b) Elections, including submission to the IRS - ASC 718 Stock-Based Compensation Expense reporting - Plus: investment, FMV, gift & estate, portfolio, software/IP valuations, and more
| Website | https://eqvista.com |
| Employees | 61 (44 on RocketReach) |
| Founded | 2018 |
| Address | 280 Spear St, San Francisco, California 94105, US |
| Phone | +1 415-375-4963 |
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| Industry | Technology, Information and Internet |
| Keywords | Cap Table Management, Equity Management Software, Cap Table Software, Shareholder Management, Compliance Tools, Financial Automation, Investment Management, Cost Reduction Software, Portfolio Management, Financial Reporting |
| Competitors | Carta, SeedLegals, Gust, EquityZen, Vestd, Shareworks by Morgan Stanley, Ledgy, OptionTrax, Astrella, Capdesk from Carta +38 more (view full list) |
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Tomas Milar is the Founder and CEO of Eqvista.
44 people are employed at Eqvista.
Eqvista is based in San Francisco, California.