Equitest
Equitest is a business valuation software that automates complex financial modeling to help you generate professional, audit-ready valuation reports for companies and startups in minutes.
Eqvista
Eqvista is a sophisticated equity management platform that helps you track company shares, manage cap tables, and perform 4019A valuations to streamline your corporate compliance and shareholder relations.
Quick Comparison
| Feature | Equitest | Eqvista |
|---|---|---|
| Website | equitest.com | eqvista.com |
| Pricing Model | Subscription | Freemium |
| Starting Price | $49/month | Free |
| FREE Trial | ✓ 7 days free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2021 | 2018 |
| Headquarters | Tel Aviv, Israel | Las Vegas, USA |
Overview
Equitest
Equitest is a cloud-based platform designed to simplify the often tedious process of business valuation. You can move away from manual spreadsheets and use automated workflows that handle Discounted Cash Flow (DCF), guideline public company multiples, and precedent transactions. The software guides you through data entry, performs the heavy mathematical lifting, and produces high-quality reports that are ready for stakeholders or internal review.
You can manage multiple valuations simultaneously, making it a practical choice for accounting firms, financial consultants, and startup founders. By centralizing your financial data and valuation methodologies, you ensure consistency across your reports while significantly reducing the time spent on manual calculations. It bridges the gap between complex financial theory and practical, everyday business needs.
Eqvista
Eqvista is a comprehensive equity management platform designed to help you handle the complexities of cap tables, share issuances, and company valuations. Instead of relying on fragmented spreadsheets, you can centralize your entire equity structure in one secure location. This allows you to issue electronic shares, track vesting schedules, and manage convertible notes with automated precision.
You can also stay compliant with built-in tools for 409A valuations and financial reporting. The platform serves everyone from early-stage startups to mature enterprises, providing the transparency needed for both founders and investors. By automating the administrative burden of equity, you can focus on scaling your business while ensuring your legal and financial records remain audit-ready at all times.
Overview
Equitest Features
- Automated DCF Modeling Calculate intrinsic value using automated Discounted Cash Flow models that handle your projections and terminal value logic.
- Market Multiples Analysis Compare your target company against real-time market data from public peers to establish fair market value.
- Precedent Transactions Access historical M&A data to see what similar companies actually sold for in recent private and public deals.
- Professional Report Builder Generate comprehensive PDF valuation reports with your own branding to share directly with clients or investors.
- Scenario Analysis Toggle between optimistic, base, and pessimistic cases to see how different growth assumptions impact your final valuation.
- WACC Calculator Determine the appropriate discount rate for your analysis using built-in tools for calculating the Weighted Average Cost of Capital.
Eqvista Features
- Cap Table Management. Monitor your entire ownership structure in real-time and visualize how new funding rounds will impact your company's dilution.
- Electronic Share Issuance. Issue digital stock certificates to your employees and investors instantly, eliminating the need for paper-based record keeping and physical signatures.
- 409A Valuations. Access professional valuation services directly through the platform to ensure your strike prices meet IRS requirements and stay compliant.
- Vesting Schedule Tracking. Automate complex vesting rules for employee stock options so you never have to manually calculate earned shares again.
- Waterfall Analysis. Run exit simulations to see exactly how much each shareholder receives under different acquisition scenarios and liquidation preferences.
- Shareholder Portals. Provide your investors and employees with private logins where they can view their holdings, vesting progress, and company documents.
Pricing Comparison
Equitest Pricing
- Unlimited valuation reports
- DCF and Market Multiples
- Precedent transactions access
- Custom branding on reports
- Export to PDF and Excel
- Priority email support
- Everything in Monthly, plus:
- Discounted annual rate
- Full year of data updates
- Advanced scenario modeling
- Multi-user collaboration
- Dedicated account manager
Eqvista Pricing
- Up to 20 shareholders
- Unlimited companies
- Cap table management
- Issue equities and grants
- Basic financial reporting
- Everything in Freemium, plus:
- Unlimited shareholders
- Custom vesting schedules
- Electronic signatures
- Advanced waterfall analysis
- Round modeling tools
Pros & Cons
Equitest
Pros
- Significantly reduces time spent on manual financial modeling
- Produces clean and professional reports for investors
- Intuitive step-by-step wizard for non-finance experts
- Regularly updated market data for accurate benchmarking
Cons
- Requires stable internet connection for cloud processing
- Limited customization for highly non-standard industries
- Learning curve for understanding specific valuation methodologies
Eqvista
Pros
- Generous free tier for startups with few shareholders
- Clean and modern interface is easy to navigate
- Simplifies the complex process of 409A valuations
- Responsive customer support team helps with onboarding
- Automated vesting saves significant administrative time
Cons
- Advanced features require a steep learning curve
- Limited integration options compared to larger competitors
- Reporting customization can be restrictive for some users