Eqvista, Inc. Unclaimed

Streamline equity management and cap table tracking with real-time updates and expert advisory.

Empower decision-making through accurate financial modeling tools for startups and investors.

Provides expert guidance on structuring equity for startups and precision in compliance.

Get Unlimited, Accurate, Audit-Defensible 409A Valuations from Eqvista.

Instantly assess and leverage your company's value with AI-powered, real-time valuations.

Provides comprehensive public deal protection for M&A transactions involving private and public entities.

Flexible funding solutions to support startup growth without equity dilution.

Effortlessly manage your business finances online with Cheqly's integrated banking solutions.

Platforms and services that maintain accurate ownership records, model dilution and waterfalls, and provide audit-ready cap tables for founders, finance, and legal teams.

Capabilities to issue and manage option grants and ESOPs, record vesting and transfers, support 83(b) elections, and produce ASC 718 reporting for compliance and payroll.

Services delivering 409A and fair-market valuations, AI-assisted live valuations with human verification, and audit-defensible reports for tax, fundraising, and ESOP pricing.

Valuation opinions, purchase price allocation (ASC 805), fairness opinions, and SEC-ready disclosure documentation to support public-company transactions and M&A reporting requirements.

Banking and financing offerings tailored to startups and small businesses, including online business accounts, integrated cards, FDIC-insured deposits, and venture debt financing.

Cap Table

Eqvista’s cloud-based cap table management platform enables founders and finance teams to administer ownership, track stakeholders, and maintain an accurate view of equity, with capabilities like audits, data cleanups, and expert advisory for complex equity scenarios.

• Manage Your Cap Table Effortlessly
  Centralized management allows for easy tracking of ownership interests, updates, and shareholder communications.
• Stay Updated in Real Time
  Instant updates ensure that all stakeholders have access to the latest information on equity changes.
• Ensure Compliance with Standards
  Audit and regulatory-compliant records are crucial for fundraising and investor relations.
• Maintain Real-Time Cap Table Updates
  Enjoy continuous visibility and management of your company’s equity and ownership structure post-migration.
• Ensure Accurate Ownership Records
  Regular audits help maintain the integrity of ownership records, ensuring compliance and transparency for all stakeholders.
• Seamlessly Transition to Eqvista
  Expert assistance in setup and migration minimizes downtime and maximizes accuracy.
• Maintain Clean Equity Records
  Clean and accurate data ensures that your cap table reflects true ownership and simplifies decision-making.
• Model Funding Scenarios
  Simulate different funding scenarios to understand potential impacts on equity and ownership percentages.
• Receive Expert Guidance
  Professional advice ensures compliance with legal requirements and optimizes equity compensation strategies.
• Visualize Dilution Effects
  Modeling dilution effects assists in planning for future funding rounds and investor negotiations.

Financial Modeling

Built-in tools to model dilution, exits, and funding rounds; includes Waterfall Analysis and Round Modeling to support capital events.

• Evaluate Dilution Effects
  Understand how new investments will dilute existing shares, ensuring informed decisions during funding rounds.
• Simulate Exit Scenarios
  Model different exit scenarios to evaluate potential returns, enhancing strategic planning for founders and investors.
• Analyze Funding Scenarios
  Visualize and assess the impact of new capital raises on ownership percentages and control within the company.
• Visualize Payouts at Exit
  Determine how proceeds will be distributed among stakeholders in various exit scenarios, ensuring clarity in negotiations.

Equity Advisory

Professional equity advisory on structuring equity, including 83(b) elections, ASC 718 reports, and exit planning.

• Strategic Equity Planning
  Tailored advice for structuring equity to align with business growth and investment strategies.
• Optimize Tax Positions
  Ensure compliance while maximizing tax benefits through strategic filing.
• Facilitate Successful Exits
  Prepare strategic frameworks to maximize value during exit events.
• Ensure Compliance
  Receive help with necessary financial reporting and compliance for equity arrangements.
• Address Unique Equity Needs
  Develop personalized strategies that align with individual business requirements and goals.

409A Valuation

Accurate, audit-defensible 409A valuations performed by NACVA-certified valuation analysts; unlimited valuations within a subscription; expedited options available.

• Ensures Compliance at All Levels
  The audit-ready nature of Eqvista's valuations ensures compliance with IRS regulations, protecting against potential penalties.
• Flexible and Comprehensive Coverage
  Subscribe and receive unlimited valuations, making ongoing compliance affordable and stress-free.
• Expert Insights and Assurance
  The team’s certification and expertise give clients confidence in the accuracy and reliability of the valuations.
• Receive Quick Valuation Reports
  Get your 409A valuation done swiftly, enabling faster decision-making for funding and equity options.
• Access Live Valuation Metrics
  Stay informed with real-time updates that reflect your company’s valuation continuously, enhancing strategic decision-making.
• Understandable Valuation Reports
  Valuation reports are comprehensive yet clear, helping all stakeholders grasp the financial standing of the company easily.

Real-Time Company Valuation

Eqvista Real-Time Company Valuation is an always-on valuation platform for private companies, powered by AI and human verification, delivering up-to-date FMV for strategic decisions.

• Delivers Accurate Valuations
  Combines AI technology with expert oversight to ensure the reliability and precision of valuations.
• See Your Value Instantly
  Provides continuous access to your company's valuation, enabling prompt and informed decision-making.
• Supports Compliance Requirements
  Valuations are designed to meet audit standards, providing confidence during regulatory assessments.
• Facilitates Strategic Actions
  Empowers executives during critical corporate actions like raising capital or negotiating financing.
• Maintains Up-to-Date Valuations
  Ensures your company's valuation reflects the latest changes in cap table and market dynamics.
• Ensures Tax Compliance
  Helps businesses comply with IRS regulations when issuing stock options and other equity.
• Informs Valuation Accuracy
  Aligns your valuation with current market conditions to reflect true worth.
• Expert Review for Confidence
  Provides an extra layer of accuracy, ensuring compliance and reliability in valuations.

Public DealShield

Public DealShield ensures fair market valuation, fairness opinions, public company disclosures, and purchase price allocations for M&A transactions involving public companies, providing a robust and compliant solution.

• Ensures Accurate Valuations
  Provides reliable market data for valuing acquisitions, facilitating effective negotiation and compliance with SEC reporting requirements.
• Validates Acquisition Terms
  Acts as an essential document supporting boards during M&A discussions, reinforcing trust among stakeholders.
• Simplifies M&A Processes
  Streamlines the complexity of M&A with a unified service, reducing the risk of errors throughout the transaction lifecycle.
• Facilitates Regulatory Compliance
  Helps clients navigate regulatory landscapes with seamless integration into required disclosures for SEC filings.
• Ensures Accurate Financial Reporting
  Enables clients to fulfill auditing standards, promoting trust and clarity in financial statements post-acquisition.

Venture Debt

Venture debt financing offering non-dilutive capital to accelerate growth with flexible terms.

• Retain More Ownership
  Allows startups to secure necessary funds while preserving ownership stakes and control of the company.
• Tailor Financing Agreements
  Adapt financing terms to fit specific business needs, providing leeway for repayments and investments.
• Boost Expansion Efforts
  Utilize capital to reach critical milestones and scale operations efficiently before the next funding round.
• Manage Cash Flow
  Gives startups time to grow before principal repayments begin, allowing for better cash flow management.
• Incentivize Lenders
  Align the financial interests of lenders with the success of the borrowing startup to foster growth.

Banking (Cheqly)

Cheqly is a neobank for startups and SMEs enabling online business accounts with remote onboarding and integrated features including Visa card availability through partners.

• Access Business Accounts Anywhere
  Easily facilitate account openings without geographical barriers, allowing flexibility for global startups.
• Secure Your Business Finances
  Rest assured knowing your funds are protected under FDIC insurance, providing peace of mind.
• Streamline Banking Operations
  Seamlessly connect all banking functions with your existing workflows, making it easier for startups to manage their finances.
• Quick Start for Your Business
  Experience rapid approval processes that help you start managing your finances without delays.
• Conduct Transactions Effortlessly
  Utilize physical and virtual Visa debit cards to manage day-to-day transactions efficiently and securely.
• Cost-Effective Banking Solution
  Enjoy banking services without the burden of monthly fees, making it easier to allocate budget to growth.