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Eqvista Review

Eqvista
Our score: 8.0 User satisfaction: 100%

What is Eqvista?

Eqvista is a sophisticated equity management platform optimized to help you easily and effectively record, track, and handle your company’s shares. It allows you to tackle various aspects of managing company shares or stocks in a single digital solution. This way, you’ll be able to come up with better equity-related decisions and establish and run your company successfully. 

Eqvista lets you issue stocks to different shareholders of the company electronically. Therefore, you no longer need to generate and distribute piles of paper-based share certificates. The platform also allows you to create a simple and organized capitalization table that shows detailed information about your company’s securities and the individual shareholders who own them. 

Furthermore, the equity management platform removes the burdens and hassles involved in conducting financial analysis, managing valuations, and dealing with company filings. Lastly, Eqvista makes it easy for you to coordinate with shareholders and deliver all the information and reports they need.

Overview of Eqvista Benefits

Company Equity Management

Eqvista aims to replace the old practice usually employed by many businesses and entrepreneurs when it comes to managing their equity. Such practice requires a lot of paperwork, making the process of handling company shares or stocks time-consuming, cumbersome, and costly. 

With Eqvista, you can manage the shares or stocks of your company electronically in one place. This is possible whether your company is still under the seeding stage or already about to engage in an initial public offering (pre-IPO). Thus, you can perform all activities and tasks for handling your company’s shares online using a single digital tool. 

For instance, you can issue new share certificates in digital format to various shareholders of your company, allowing you to ditch traditional paper-based share certificates. You can transfer shares to new or existing shareholders in the same manner as well. 

Cap Table Management

One of the core features included in Eqvista is it enables you to build, track, and handle a capitalization table that provides detailed information about all the equities of your company and the shareholders who hold portions of those equities. The platform allows you to create a simple yet well-organized cap table that you can use to quickly make smart and sound decisions related to your company’s shares. 

Using this cap table, you’ll be able to easily verify if issuing shares to new shareholders, giving another stock option to existing shareholders, or accepting proposals from investors might dilute the equities owned by other shareholders of the company to an inconsiderable degree. Moreover, Eqvista lets you keep your cap table updated with the right data in accordance with the transactions and changes happening in your company. 

Waterfall Financial Analysis

Eqvista enables you to use the waterfall analysis method to visualize and analyze financing rounds on the exit or sale of the company. With this method, you can generate a dynamic and versatile graph or chart that displays how your company’s value is broken down among the various shareholders of the company upon its exit or sale. The waterfall graph or chart shows you how much each shareholder gets upon the company’s exit or sale and how that particular amount or value has been calculated. 

As you conduct a waterfall financial analysis, you can also take into account various factors that may change the final results of the calculations. Thus, you can input or change data like exit date, transaction fees, cash dividends, and converted liabilities. The calculated values for each financing round and each shareholder’s share of the company’s value are, then, updated accordingly. This gives you the chance to evaluate different exit round scenarios and come up with better decisions for future financing and investing activities.

Overview of Eqvista Features

  • Share Management
  • Electronic Stock Issuance
  • Capitalization Table
  • Waterfall Analysis
  • Financial Reporting
  • 409A Valuation
  • Company Incorporation
  • Company Filings
  • Shareholder Engagement

Awards & Quality Certificates

An award given to products that have recently entered the market but are already becoming very popular
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

Eqvista Position In Our Categories

Because companies have particular business needs, it is practical that they steer clear of subscribing to a one-size-fits-all, “perfect” software system. Having said that, it would be almost impossible to try to pinpoint such an app even among branded software systems. The right thing to do can be to write the several vital functions that entail scrutiny such as crucial features, costing, technical skill aptitude of the employees, organizational size, etc. The second step is, you must follow through the product research fully. Have a look at these Eqvista reviews and scrutinize each of the solutions in your shortlist in detail. Such comprehensive product research ascertains you avoid mismatched apps and choose the one which offers all the function your company requires.

Position of Eqvista in our main categories:

Eqvista is also listed in the following subcategories:

Each enterprise has its own characteristics, and might require a special Financial Reporting Software solution that will be designed for their company size, type of clients and employees and even specific industry they cater to. It's not wise to count on locating a perfect solution that will be suitable for every company regardless of their background is. It may be a good idea to read a few Eqvista Financial Reporting Software reviews first and even then you should keep in mind what the service is supposed to do for your company and your employees. Do you require an easy and straightforward solution with just elementary functions? Will you actually make use of the advanced tools required by experts and large enterprises? Are there any particular features that are especially beneficial for the industry you work in? If you ask yourself these questions it will be much easier to locate a solid service that will fit your budget.

How Much Does Eqvista Cost?

Eqvista Pricing Plans:

Free Trial

Freemium

$0

Premium

Starts at $2/shareholder/month

Eqvista offers two pricing plans for you to choose from. One of which is a freemium plan that enables you to add a maximum of 20 shareholders and use most of the features of the software free of any charge. Additional services are provided as well. Here are the details:

Freemium – $0

  • Up to 20 Shareholders
  • Unlimited Companies
  • Cap Table Management
  • Manage Convertible Note, KISS, SAFE Recording, Issue Options
  • Manage Equity Plans
  • Manage Employee Stock Options (ESO)
  • Set a Vesting of ESO
  • Financing Rounds Modeling
  • Waterfall Analysis

Premium – Starts at $2/shareholder/month

  • Unlimited Shareholders
  • All Features included in Freemium Plan

Additional Services

Cap Table – $490

  • One-Time Set-Up of your Cap Table
  • Ongoing Customer Service Support

409A Valuations – Starts at $1,100

  • Your 409A valuation is handled by a team of experts

User Satisfaction

Positive Social Media Mentions 15
Negative Social Media Mentions 30

We realize that when you make a decision to buy Financial Reporting Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Eqvista reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Eqvista. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Free
  • Monthly payment
  • One-time payment
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Eqvista pricing details?

Eqvista Pricing Plans:

Free Trial

Freemium

$0

Premium

Starts at $2/shareholder/month

Eqvista offers two pricing plans for you to choose from. One of which is a freemium plan that enables you to add a maximum of 20 shareholders and use most of the features of the software free of any charge. Additional services are provided as well. Here are the details:

Freemium – $0

  • Up to 20 Shareholders
  • Unlimited Companies
  • Cap Table Management
  • Manage Convertible Note, KISS, SAFE Recording, Issue Options
  • Manage Equity Plans
  • Manage Employee Stock Options (ESO)
  • Set a Vesting of ESO
  • Financing Rounds Modeling
  • Waterfall Analysis

Premium – Starts at $2/shareholder/month

  • Unlimited Shareholders
  • All Features included in Freemium Plan

Additional Services

Cap Table – $490

  • One-Time Set-Up of your Cap Table
  • Ongoing Customer Service Support

409A Valuations – Starts at $1,100

  • Your 409A valuation is handled by a team of experts

What integrations are available for Eqvista?

No information provided.

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Reviewed By Nestor Gilbert
Page last modified
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