Eqvista

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.

What Eqvista offers

• Cap table management — tracks who owns what in a company.
• Share management — records company shares in one system.
• 409A valuations — valuation work for share and option pricing.
• Incorporation — set up a company and then manage its equity without leaving the platform.

Key facts

• Valuation type: 409A

Who it works with

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.