
Cloud collaboration software for portfolio management, from monitoring to reporting on investment performance
Eqvista helps a company keep track of who owns it. The software manages the cap table, company shares and 409A valuations, and the same platform can be used to incorporate a business.
The cap table shows ownership, the share records sit alongside it, and 409A valuations are available when shares or options need a value. Eqvista says all of this can be done in an easy and effective way.
Rather than using one service to form a company and another to manage its equity, Eqvista offers both in one place, cutting the extra work involved. The vendor invites companies to join and describes its software as sophisticated.
Eqvista is software for managing a company's equity. It covers the cap table, share records and 409A valuations, and also lets a business be incorporated from the same place.
Companies that want to hold their cap table, share records and valuation work in one system rather than in spreadsheets, including new businesses that are still being incorporated and need ownership records from day one.
Summary written by TrustList from the business's own published information, Nov 2026.
Eqvista is ranked on 1 TrustList ranking at #47.
Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Eqvista has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.
It is one of 2 here listing valuation management and one of 3 here listing deal management.
Of the top 60 here, 31 also cover android and 28 also cover task management.
Behind DataSecurity Plus, ahead of Vestd.
As of 2026-11-15. Organic ranks only; sponsored placements are never ranks. How TrustList ranks
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