Eqvista Reviews, Pricing, Features & Alternatives in 2026
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.
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.
Screenshots & Interface
Dashboard View
Main dashboard with project overview
Kanban Board
Kanban-style task management
Timeline View
Gantt chart timeline view
Automations
Workflow automation builder
Key Features
Managing equity shouldn't be a manual headache. Eqvista provides a suite of automated tools that give you total control over your company's ownership structure and compliance requirements from a single dashboard.
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.
Integrations
QuickBooks
Xero
Slack
Pricing Plans
Eqvista offers a flexible pricing model that grows with your company. You can start for free if you have fewer than 20 shareholders, making it ideal for early-stage startups. As you scale, you can move to paid tiers that offer advanced compliance features and dedicated support. Paid plans typically start around $2 per shareholder per month.
Based on feedback from founders and legal professionals, here is what you can expect when using Eqvista to manage your company's equity:
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
Who Should Use Eqvista?
Perfect for startup founders and CFOs who need an affordable way to manage cap tables and stay compliant with IRS regulations.
Best for Company Sizes
solopreneur
small-business
mid-market
Popular Industries
Our Verdict
Eqvista is a top-tier choice if you are looking for a cost-effective alternative to expensive equity management platforms. The free plan for up to 20 shareholders is one of the best deals in the industry for new founders.
While it may lack some of the deep integrations found in enterprise-grade tools, its core cap table and valuation features are highly reliable. You should consider this platform if you want to move away from spreadsheets without breaking your budget.
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