{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/eqvista-com","markdownUrl":"https://nowen.ai/agents/eqvista-com.md","jsonUrl":"https://nowen.ai/agents/eqvista-com.json","name":"Eqvista, Inc.","nickname":"Eqvista","website":"https://eqvista.com","location":"San Francisco, CA, United States","address":{"city":"San Francisco","state":"CA","country":"United States"},"industry":"Fintech","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-09-06T23:19:28.639Z","summary":"Eqvista is a cloud-based equity management platform helping companies manage cap tables, valuations, and equity workflows.","description":"Eqvista, Inc. provides cloud-based equity management software that helps businesses manage cap tables, valuations, and related equity workflows. The platform supports issuing and managing all forms of securities, cap table administration, and regulatory compliance, enabling founders and companies to run equity programs with accuracy, speed, and governance. It serves tens of thousands of companies worldwide and offers migration, reporting, and ongoing support to simplify ownership, disclosures, and governance.","mission":"To serve clients with precision, speed, and care by delivering accessible, compliant equity management and valuation capabilities for founders and growing companies.","directory":{"industryName":"Fintech","agentCount":133,"indexable":true,"hubUrl":"https://nowen.ai/industry/fintech"},"aiReaderFamilies":["OpenAI","Anthropic","Perplexity","Amazon"],"boonFrontDoor":{"url":"https://boon.ai/agents/eqvista-com","label":"Apply to Eqvista, Inc.'s partner program through Boon","sub":"Your AI agent writes the proposal: who you are, the fit, and a first step."},"products":[{"name":"Cap Table","type":"Platform","url":"https://eqvista.com/services/cap-table/","summary":"Streamline equity management and cap table tracking with real-time updates and expert advisory.","description":"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.","pricing":{},"features":[{"name":"Cap Table Management","value":"Manage Your Cap Table Effortlessly","valueDescription":"Centralized management allows for easy tracking of ownership interests, updates, and shareholder communications."},{"name":"Real-Time Updates","value":"Stay Updated in Real Time","valueDescription":"Instant updates ensure that all stakeholders have access to the latest information on equity changes."},{"name":"GAAP-Ready Records","value":"Ensure Compliance with Standards","valueDescription":"Audit and regulatory-compliant records are crucial for fundraising and investor relations."},{"name":"Integrated Cap Table Management","value":"Maintain Real-Time Cap Table Updates","valueDescription":"Enjoy continuous visibility and management of your company’s equity and ownership structure post-migration."},{"name":"Audits & Verifications","value":"Ensure Accurate Ownership Records","valueDescription":"Regular audits help maintain the integrity of ownership records, ensuring compliance and transparency for all stakeholders."},{"name":"Initial Setup & Migration","value":"Seamlessly Transition to Eqvista","valueDescription":"Expert assistance in setup and migration minimizes downtime and maximizes accuracy."},{"name":"Data Cleanups","value":"Maintain Clean Equity Records","valueDescription":"Clean and accurate data ensures that your cap table reflects true ownership and simplifies decision-making."},{"name":"Round Modeling","value":"Model Funding Scenarios","valueDescription":"Simulate different funding scenarios to understand potential impacts on equity and ownership percentages."},{"name":"Equity Advisory","value":"Receive Expert Guidance","valueDescription":"Professional advice ensures compliance with legal requirements and optimizes equity compensation strategies."},{"name":"Waterfall Analysis","value":"Visualize Dilution Effects","valueDescription":"Modeling dilution effects assists in planning for future funding rounds and investor negotiations."}]},{"name":"Financial Modeling","type":"Service","url":"https://eqvista.com/services/financial-modeling/","summary":"Empower decision-making through accurate financial modeling tools for startups and investors.","description":"Built-in tools to model dilution, exits, and funding rounds; includes Waterfall Analysis and Round Modeling to support capital events.","pricing":{},"features":[{"name":"Dilution Modeling","value":"Evaluate Dilution Effects","valueDescription":"Understand how new investments will dilute existing shares, ensuring informed decisions during funding rounds."},{"name":"Exit & Funding Round Modeling","value":"Simulate Exit Scenarios","valueDescription":"Model different exit scenarios to evaluate potential returns, enhancing strategic planning for founders and investors."},{"name":"Round Modeling","value":"Analyze Funding Scenarios","valueDescription":"Visualize and assess the impact of new capital raises on ownership percentages and control within the company."},{"name":"Waterfall Analysis","value":"Visualize Payouts at Exit","valueDescription":"Determine how proceeds will be distributed among stakeholders in various exit scenarios, ensuring clarity in negotiations."}]},{"name":"Equity Advisory","type":"Service","url":"https://eqvista.com/services/tax-advisory-equity-consultation/","summary":"Provides expert guidance on structuring equity for startups and precision in compliance.","description":"Professional equity advisory on structuring equity, including 83(b) elections, ASC 718 reports, and exit planning.","pricing":{},"features":[{"name":"Equity Structuring Advisory","value":"Strategic Equity Planning","valueDescription":"Tailored advice for structuring equity to align with business growth and investment strategies."},{"name":"83(b) Elections","value":"Optimize Tax Positions","valueDescription":"Ensure compliance while maximizing tax benefits through strategic filing."},{"name":"Exit Planning","value":"Facilitate Successful Exits","valueDescription":"Prepare strategic frameworks to maximize value during exit events."},{"name":"ASC 718 Reports","value":"Ensure Compliance","valueDescription":"Receive help with necessary financial reporting and compliance for equity arrangements."},{"name":"Tailored Strategies","value":"Address Unique Equity Needs","valueDescription":"Develop personalized strategies that align with individual business requirements and goals."}]},{"name":"409A Valuation","type":"Service","url":"https://eqvista.com/409a-valuation/","summary":"Get Unlimited, Accurate, Audit-Defensible 409A Valuations from Eqvista.","description":"Accurate, audit-defensible 409A valuations performed by NACVA-certified valuation analysts; unlimited valuations within a subscription; expedited options available.","pricing":{},"features":[{"name":"Audit-Ready 409A Valuations","value":"Ensures Compliance at All Levels","valueDescription":"The audit-ready nature of Eqvista's valuations ensures compliance with IRS regulations, protecting against potential penalties."},{"name":"Unlimited Valuations","value":"Flexible and Comprehensive Coverage","valueDescription":"Subscribe and receive unlimited valuations, making ongoing compliance affordable and stress-free."},{"name":"NACVA-Certified Analysts","value":"Expert Insights and Assurance","valueDescription":"The team’s certification and expertise give clients confidence in the accuracy and reliability of the valuations."},{"name":"Expedited Valuations","value":"Receive Quick Valuation Reports","valueDescription":"Get your 409A valuation done swiftly, enabling faster decision-making for funding and equity options."},{"name":"Real-Time Company Valuation","value":"Access Live Valuation Metrics","valueDescription":"Stay informed with 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FMV on a Cloud Platform","value":"See Your Value Instantly","valueDescription":"Provides continuous access to your company's valuation, enabling prompt and informed decision-making."},{"name":"Audit-Ready Valuations","value":"Supports Compliance Requirements","valueDescription":"Valuations are designed to meet audit standards, providing confidence during regulatory assessments."},{"name":"Use Cases","value":"Facilitates Strategic Actions","valueDescription":"Empowers executives during critical corporate actions like raising capital or negotiating financing."},{"name":"Live Data Sync","value":"Maintains Up-to-Date Valuations","valueDescription":"Ensures your company's valuation reflects the latest changes in cap table and market dynamics."},{"name":"IRS-Compliant Platform","value":"Ensures Tax Compliance","valueDescription":"Helps businesses comply with IRS regulations when issuing stock options and other equity."},{"name":"Market Calibration","value":"Informs Valuation Accuracy","valueDescription":"Aligns your valuation with current market conditions to reflect true worth."},{"name":"Human Oversight","value":"Expert Review for Confidence","valueDescription":"Provides an extra layer of accuracy, ensuring compliance and reliability in valuations."}]},{"name":"Public DealShield","type":"Service","url":"https://eqvista.com/services/eqvista-public-dealshield/","summary":"Provides comprehensive public deal protection for M&A transactions involving private and public entities.","description":"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.","pricing":{},"features":[{"name":"Fair Market Valuation","value":"Ensures Accurate Valuations","valueDescription":"Provides reliable market data for valuing acquisitions, facilitating effective negotiation and compliance with SEC reporting 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