Overview
Summary
The useful answer before the supporting detail.
Eqvista is an equity management and valuation platform for private companies, combining cap table management, ESOP administration, and 409A valuations in one system S1. It serves founders, CFOs, finance teams, investors, and advisors who need to manage ownership, understand company value, and prepare for liquidity S1. The platform offers a free tier for smaller companies and a paid subscription for larger ones, with pricing starting at $2 per stakeholder per month S152.
Product identity and positioning
Name, category, positioning, audience, and first-party claims.
- Identity: Eqvista is an equity management software and valuation platform for private companies S1.
- Core purpose: It solves the problem of managing ownership, valuations, and compliance for private companies S1.
- Intended users: Founders, CFOs, finance teams, investors, and advisors S1.
- Product scope: A single platform combining cap table management, ESOP administration, and valuation services S1.
- Positioning: Eqvista positions itself as the infrastructure for private markets, focusing on ownership and price S1.
- Claimed distinction: It claims to be an all-in-one platform with an in-house valuation team, independent of third-party databases S1.
Use cases and audiences
Who the product serves and the jobs it is designed to handle.
| Audience | Practical use case |
|---|---|
| Startup founders | Issue shares and manage cap table from early-stage to pre-IPO S152. |
| CFOs and finance teams | Obtain audit-defensible 409A valuations for financial reporting S1. |
| Investors | Access real-time company valuation data S1. |
| Advisors | Support clients with equity management and valuation expertise S1. |
| Companies with complex ownership | Manage intricate equity structures and compliance S1. |
Traffic and search
SEO analysis
Collected Oct 23, 2026eqvista.com: an estimated 101,903 total monthly visits and about 81,371 monthly organic visits across 19,234 ranking keywords. Scout crawled 15 pages and measured a technical health score of 100/100.
Search summary
The useful answer before the supporting detail.
Equity management, cap table software, and 409A valuations in one platform. AI-powered. eqvista.com: an estimated 101,903 total monthly visits and about 81,371 monthly organic visits across 19,234 ranking keywords. Scout crawled 15 pages and measured a technical health score of 100/100.
- Total traffic (modeled): 101,903 monthly visits across all channels.
- Organic search traffic (estimated): 81,371 monthly visits from search.
- Strongest sampled ranking: different kinds of investors at position 1.
- Leading page in the collected evidence: https://eqvista.com/types-of-company-funding/different-type-of-investors/.
- Closest measured organic competitor: bipc.com, appearing 2 times in the sampled first-page SERPs.
- Technical crawl: 15 pages, health score 100/100.
Website intelligence — Collected evidence
Company identity and positioning
| Page type | Evidence | Source |
|---|---|---|
| other | Equity management, cap table software, and 409A valuations in one platform. AI-powered. Human-delivered. Trusted by 25,000+ private companies. | https://eqvista.com/ |
| identity | Eqvista is an equity management software which will assist you in issuing of shares, cap table, valuation and other tedious filings for a company. | https://eqvista.com/about-us/ |
| identity | Would you like to join our growing team. We are one of the leading equity management software and valuation services. Check out our career page. | https://eqvista.com/careers/ |
| other | Pricing Infrastructure for Private Markets | https://eqvista.com/ |
| other | Your 409A valuations aren’t just a requirement—they’re a foundation for smart decisions. | https://eqvista.com/ |
| other | With Eqvista, get unlimited, IRS audit-defensible valuations that are fast, precise, and built to keep up with your startup’s momentum. | https://eqvista.com/ |
| other | In-house team | https://eqvista.com/ |
| other | 409A valuations powered by Eqvista Real-Time Company Valuation® replace static 409A reports with a real-time, app-based view of common stock value for private companies. Make faster, more confident decisions with audit-defensible analysis. | https://eqvista.com/ |
| other | Managing company ownership should be about more than tracking shares in a spreadsheet. Eqvista combines equity management, company valuations, and compliance in a single platform, helping founders manage ownership with greater clarity, control, and confidence from formation through pre-IPO. | https://eqvista.com/ |
| other | Let us migrate your cap table from another provider or spreadsheet to Eqvista, and enjoy fast, white-glove onboarding with the support of our dedicated team. | https://eqvista.com/ |
| other | From IRS Safe Harbor 409A valuations and ASC 718 to Eqvista Real-Time Company Valuation®, portfolio valuations, and IP valuations, Eqvista’s 100% In-House Valuation Team combines AI-powered technology with the expertise of NACVA-certified analysts to deliver trusted valuation services for private companies. | https://eqvista.com/ |
| other | Our Fair Market Valuation gives you a founder‑friendly, IRS‑compliant FMV report—audit‑ready and ideal for ESOPs or capital raises. Built on real financials and comparables, our valuations deliver clarity, confidence, and compliance. | https://eqvista.com/ |
Domain performance
Modeled total traffic, six-month trend, engagement, countries, and domain identity.
Total website traffic
Six-month trafficModeled monthly visits
Monthly visits101,903
Global rank#354,957
Top-country rankUS #190,069
Bounce rate46.7%
Pages per visit2.43
Visit duration1m 4s
| Month | Modeled visits |
|---|---|
| 2026-04 | 100,301 |
| 2026-05 | 134,755 |
| 2026-06 | 139,828 |
| 2026-07 | 117,130 |
| 2026-08 | 89,435 |
| 2026-09 | 101,903 |
Top visitor countries
| Country | Name | Traffic share |
|---|---|---|
| US | United States | 31.7% |
| SG | Singapore | 13.7% |
| IN | India | 11.3% |
| IT | Italy | 4.6% |
| GB | United Kingdom | 2.3% |
31.7%United States
United States31.7%Singapore13.7%India11.3%Italy4.6%United Kingdom2.3%Other36.4%
Domain identity
| Signal | Value |
|---|---|
| Registered | Jul 5, 2018 |
| Last changed | Mar 20, 2025 |
| Expires | Jul 5, 2029 |
| WHOIS server | whois.verisign-grs.com |
| DNSSEC | Not signed |
| Nameservers | ADEL.NS.CLOUDFLARE.COM, SID.NS.CLOUDFLARE.COM |
Website capture
Organic keywords
Top keywords and an independent Google result page.
Top organic keywords
| Keyword | Volume | CPC | Estimated value |
|---|---|---|---|
| eqvista | 2,540 | $14.46 | $1,270 |
| carta | 205,780 | $2.10 | $390 |
| a16z speedrun | 37,340 | $5.00 | $380 |
| fortune 500 | 53,330 | $2.83 | $370 |
| dry powder levels | 340 | $0.00 | $300 |
Independent Google result page
Query: different kinds of investors
| Position | Title | URL | Description |
|---|---|---|---|
| 1 | Understanding Investors: Types and Their Roles in Finance | https://www.investopedia.com/terms/i/investor.asp | The three types of investors in a business are pre-investors, passive investors, and active investors. Pre-investors are those that are not professional ... |
| 2 | What Are the Different Types of Early-Stage Investors? | https://www.sec.gov/resources-small-businesses/smallbiz-essentials-what-are-different-types-early-stage-investors | Friends and family, angel investors, and venture capital funds are common types of investors in early-stage companies. They differ in their ... |
| 3 | Types of Investors & Roles for Startups | https://carta.com/learn/startups/fundraising/investors/ | Types of investors: · Friends and family · Equity crowdfunding · Angel investors · Accelerators and incubators · Venture capitalists · Growth ... |
| 4 | Different Type of Investors | https://eqvista.com/types-of-company-funding/different-type-of-investors/ | Types of investors for startups: 1. Personal Investors, 2. Angel Investors, 3. Venture Capitalists, 5. Incubators and Accelerators. |
| 5 | Types of Investors | https://www.bipc.com/types-of-investors | Friends & Family If available, friends and family are frequently used as initial investors, and are one of the most common types of investors for start-up ... |
| 6 | The Different Kinds of Investors | https://awealthofcommonsense.com/2026/05/the-different-kinds-of-investors/ | It's a pretty eclectic mix of investment styles here. You have value investing (Benjamin Graham), growth investing (William O'Neill), risk ... |
| 7 | What are the Different Types of Investors? | https://www.linkedin.com/pulse/what-different-types-investors-koreconx | Non-Accredited Investors: Accredited Investors: Venture Capital: Venture capital investors, Institutional Investors: Mutual funds, hedge funds, ... |
| 8 | Glossary of Investor Types | https://support.crunchbase.com/hc/en-us/articles/115010624128-Glossary-of-Investor-Types | Corporate Venture Capital. Pension Fund A pension fund. Venture Debt Venture |
Important pages
Pages earning the most estimated search traffic in the sample.
Website intelligence — Collected evidence
Prioritized website intelligence pages
| Type | Page | Words | Change | URL |
|---|---|---|---|---|
| other | Eqvista \ | static | 526 | new |
| pricing | Pricing & Features \ | static | 1,045 | new |
| integrations | Real-Time Company Valuation in Your Hand \ | playwright | 459 | new |
| trust | Privacy & Security Policy \ | static | 1,581 | new |
| trust | Comprehensive Tax & Compliance Strategies for Startups \ | static | 2,696 | new |
| trust | Terms & Conditions of Use \ | static | 4,746 | new |
| trust | Compliance Services \ | static | 970 | new |
| trust | What is Alternative Minimum Tax (AMT) Credit? \ | static | 2,171 | new |
| trust | What is ASC 820? (Fair Value Measurement) \ | static | 2,834 | new |
| identity | About \ | static | 907 | new |
| identity | Careers - Join the Eqvista team! \ | static | 503 | new |
Features
No supporting public-page evidence was collected for this category.
Pricing and plans
| Page type | Evidence | Source |
|---|---|---|
| pricing | Get Cap Table - It’s free! | https://eqvista.com/pricing/ |
| pricing | Completely Free | https://eqvista.com/pricing/ |
| pricing | Get Started - It's free! | https://eqvista.com/pricing/ |
| pricing | _\*Custom pricing above | https://eqvista.com/pricing/ |
| pricing | Simplified pricing based on revenue, funding, and stakeholders. | https://eqvista.com/pricing/ |
| pricing | Pre-Revenue/Pre-Funding – $990/year | https://eqvista.com/pricing/ |
| pricing | F&F/Angel – $1,290/year | https://eqvista.com/pricing/ |
| pricing | Seed – $1,990/year | https://eqvista.com/pricing/ |
| pricing | Series A – $2,590/year | https://eqvista.com/pricing/ |
| pricing | AI Power Your Stock Pricing! | https://eqvista.com/pricing/ |
| pricing | Expedited Processing – $490 and up | https://eqvista.com/pricing/ |
| pricing | QSBS Attestation – $1,000 and up | https://eqvista.com/pricing/ |
| pricing | ASC 718 – $500 and up | https://eqvista.com/pricing/ |
| pricing | Our 409a valuation pricing tiers are based upon funding rounds, but may vary depending on other factors including: total revenue, number of stakeholders and capital structure. Please consult our Client Solutions Team for an accurate quotation. LLC PIU valuations are subject to special terms and pricing. | https://eqvista.com/pricing/ |
| pricing | Explore Plans | https://eqvista.com/pricing/ |
| pricing | Draft report included detailed cap-table reconciliation and valuation methodologies. Big-firm quality at a fraction of Big-4 pricing with zero hidden fees. | https://eqvista.com/pricing/ |
| pricing | I like Eqvista 409a Valuation because of its flexible pricing and the fact that it offers unlimited reassessments on a given yearly review, which I find very attractive. I also appreciate their comprehensive equity management platform and the same level of support I received throughout the process. | https://eqvista.com/pricing/ |
Integrations and supported platforms
| Page type | Evidence | Source |
|---|---|---|
| integrations | [](https://eqvista.com/ "Eqvista")Back | https://eqvista.com/mobile-app/ |
| integrations | Real-Time Company Valuation in Your Hand | https://eqvista.com/mobile-app/ |
| integrations | Get AI-powered, audit-ready valuations on your phone and stay ready for fundraising, equity planning, and strategic decisions. | https://eqvista.com/mobile-app/ |
| integrations | 0 1 | https://eqvista.com/mobile-app/ |
| integrations | Real-Time Company Valuation Is the New Standard | https://eqvista.com/mobile-app/ |
| integrations | Traditional valuations quickly become outdated, while business decisions happen in real time. Founders, investors, and finance professionals need access to current valuation insights whenever important decisions need to be made. With Eqvista Real-Time Company Valuation®, you can instantly monitor your company’s value from anywhere, whether you’re meeting investors, reviewing equity plans, preparing for fundraising, or evaluating strategic opportunities. | https://eqvista.com/mobile-app/ |
| integrations | Built for Real-Time Decisions | https://eqvista.com/mobile-app/ |
| integrations | Eqvista combines AI- and ML-powered valuation models with expert oversight to power a living valuation engine for private companies. The platform continuously analyzes financial performance, cap table changes, fundraising activity, revenue growth, and market conditions to maintain an up-to-date view of your company’s value. Every valuation is supported by a professional review to ensure audit-ready accuracy. As your business evolves, your valuation evolves alongside it, providing actionable insights for fundraising, equity planning, and strategic decision-making. | https://eqvista.com/mobile-app/ |
| integrations | Real-Time Valuation: Your company’s value updates as your business evolves, providing current insights instead of outdated snapshots. | https://eqvista.com/mobile-app/ |
| integrations | AI-Powered, Expert-Reviewed: Advanced AI and machine learning models continuously analyze company and market data, while valuation experts validate results for audit-ready accuracy. | https://eqvista.com/mobile-app/ |
| integrations | Decision-Ready Insights: Understand how fundraising rounds, cap table updates, revenue growth, and market movements impact your company’s value in real time. | https://eqvista.com/mobile-app/ |
| integrations | Enterprise-Grade Security: Your financial information is protected through rigorous security standards and strict confidentiality controls. | https://eqvista.com/mobile-app/ |
| integrations | Everything You Need to Value, Decide, and Grow | https://eqvista.com/mobile-app/ |
| integrations | Access insights, analytics, and valuation drivers to understand your company’s value and make informed business decisions. | https://eqvista.com/mobile-app/ |
| integrations | Real-Time Company Valuation | https://eqvista.com/mobile-app/ |
| integrations | Access a continuously updated view of your company’s value anytime, anywhere. Stay informed with accurate, audit-ready valuation insights directly from your phone. | https://eqvista.com/mobile-app/ |
| integrations | Market-Based Valuation Insights | https://eqvista.com/mobile-app/ |
| integrations | Understand how your company compares to relevant public peers. Our valuation engine continuously analyzes market signals, industry benchmarks, and comparable companies to provide a more informed view of your company’s valuation. | https://eqvista.com/mobile-app/ |
| integrations | Keep Your Valuation Current | https://eqvista.com/mobile-app/ |
| integrations | Stay informed about the factors that impact valuation accuracy. Monitor company data status, identify areas that may require updates, and follow guided recommendations to maintain a current view of your company’s value. | https://eqvista.com/mobile-app/ |
Product and company updates
No supporting public-page evidence was collected for this category.
Rank tracking
Persistent keyword baselines and position movement.
This analysis created the first position baseline at 2026-10-23T16:30:10.797Z. Movement appears after the next fresh analysis using the same location and language.
Features
Features and capabilities
Core functions and evidence-backed product capabilities.
| Capability | What it does |
|---|---|
| Cap Table Management | Manage company ownership, including issuing shares and tracking stakeholders S1 S49. |
| ESOP Management | Administer employee stock option plans, including vesting and grants S49. |
| 409A Valuations | Obtain IRS-compliant, audit-defensible valuations with unlimited updates S49 S152. |
| Real-Time Company Valuation | Access a live, app-based view of common stock value, replacing static reports S49. |
| Compliance Tools | Support for Rule 701 compliance and Form 3921 filing S152. |
| Data Room | Securely share company documents with stakeholders S152. |
| E-Signing | Electronically sign documents within the platform S152. |
| Waterfall and Round Modelling | Model complex equity structures and funding rounds S152. |
Integrations and ecosystem
Connected products, exports, APIs, and workflow compatibility.
| Integration or interface | Type | What it enables |
|---|---|---|
| Cap table migration | Data portability | Migrate cap table from another provider or spreadsheet S49. |
| In-house valuation team | Service | Provides audit-defensible valuations without third-party dependency S1. |
| AI-powered valuation | AI interface | Delivers real-time company valuation with human review S1. |
| Data room | Feature | Securely shares documents with stakeholders S152. |
| E-signing | Feature | Electronically signs documents within the platform S152. |
Pricing
Pricing and plans
Published plans, free access, trials, credits, and pricing limitations.
| Plan or offer | Verified price and billing | Included | Limits |
|---|---|---|---|
| Freemium Cap Table | $0 | Cap table and ESOP management, vesting, stakeholder accounts, data room S152 | Fewer than 20 stakeholders S152 |
| Premium Cap Table | $2 per stakeholder per month, billed monthly S152 | E-signing, board resolutions, waterfall and round modelling, Rule 701, Form 3921 S152 | Custom pricing above 50 stakeholders S152 |
| 409A Valuation and Premium Cap Table bundle | From $990 per year S152 | Unlimited 409A updates; ASC 718 from $500 extra S152 | Pricing varies by stage: $990 pre-revenue, $1,290 F&F/angel, $1,990 seed, $2,590 Series A, custom Series B+ S152 |
Competition
Competitive landscape
Domains competing for the same organic search demand.
Sampled competitors
| Competitor | First-page appearances | Sampled queries | Average position | Queries observed |
|---|---|---|---|---|
| bipc.com | 2 | 2 | 8.5 | different kinds of investors, 3 types of investors |
| investopedia.com | 1 | 1 | 1 | different kinds of investors |
| youtube.com | 1 | 1 | 1 | 3 types of investors |
| lasalle.com | 1 | 1 | 2 | 3 types of investors |
| carta.com | 1 | 1 | 3 | different kinds of investors |
| astrella.com | 1 | 1 | 3 | 3 types of investors |
| smartasset.com | 1 | 1 | 4 | different kinds of investors |
| visible.vc | 1 | 1 | 4 | 3 types of investors |
| sec.gov | 1 | 1 | 5 | different kinds of investors |
| unitywealthcapital.com | 1 | 1 | 5 | 3 types of investors |
Website intelligence — Collected evidence
Customers, testimonials, and first-party review claims
No supporting public-page evidence was collected for this category.
Independent review sources discovered
| Platform | Status | Discovered source |
|---|---|---|
| discovered_not_scraped | https://play.google.com/store/apps/details?id=com.eqvista.app&hl=en |
Backlink profile
Authority and referring-domain signals.
Backlink comparison profile
- Domain rating: 68/100
- Backlinks: 17,888
- Referring domains: 4,268
- Dofollow backlinks: 44.0%
- Dofollow referring domains: 58.0%
Collection decision
The Scout search index remains intentionally excluded from automatic Scout analysis. This Scout traffic model profile costs 5 credits (0.5 cents) and is included in the first comparison run so its usefulness can be judged before the recurring collection is finalized.
AI visibility
Measured ChatGPT and Google AI mentions with cited sources.
AI-assistant referral traffic
- Estimated current generative-AI referral share: 1.8%
| Month | Traffic share | Source |
|---|---|---|
| — | — | All AI assistants |
| — | — | All AI assistants |
Website intelligence — Collected evidence
Site-stated AI capabilities
| Page type | Evidence | Source |
|---|---|---|
| other | Equity management, cap table software, and 409A valuations in one platform. AI-powered. Human-delivered. Trusted by 25,000+ private companies. | https://eqvista.com/ |
| other | From IRS Safe Harbor 409A valuations and ASC 718 to Eqvista Real-Time Company Valuation®, portfolio valuations, and IP valuations, Eqvista’s 100% In-House Valuation Team combines AI-powered technology with the expertise of NACVA-certified analysts to deliver trusted valuation services for private companies. | https://eqvista.com/ |
| identity | Eqvista combines equity management, in-house valuation services, and AI-powered company valuation into a single platform for private companies. Organizations use Eqvista to manage cap tables, equity compensation, 409A valuations, compliance, and real-time company valuation across every stage of growth, from formation to pre-IPO. | https://eqvista.com/about-us/ |
| identity | Where others chase liquidity, Eqvista starts with the two things that make liquidity possible: ownership and price. We’re building the financial backbone of private markets by combining equity management, valuation, and liquidity into a single platform. From cap tables and AI-powered company valuations to Controlled Tender Offers and a future Secondary Marketplace, Eqvista is creating the infrastructure private companies need to manage ownership throughout their entire lifecycle. | https://eqvista.com/about-us/ |
| identity | Eqvista combines equity management, valuation expertise, and AI-powered technology to build the infrastructure that private companies need to manage ownership, understand company value, and prepare for liquidity. Unlike platforms that rely on third-party valuation providers, our fully integrated platform combines cloud-based equity management with a 100% in-house valuation team, bringing together audit-defensible 409A valuations, Eqvista Real-Time Company Valuation®, compliance, and lifetime audit support in a single solution. | https://eqvista.com/about-us/ |
| identity | Every valuation is AI-powered, human-reviewed, and backed by Eqvista’s NACVA-certified analysts, combining advanced technology with expert oversight to deliver IRS Safe Harbor-compliant valuations. Together, these capabilities give founders, investors, and finance teams the confidence to make better strategic, fundraising, and compliance decisions throughout the private company lifecycle. | https://eqvista.com/about-us/ |
| pricing | AI Power Your Stock Pricing! | https://eqvista.com/pricing/ |
| integrations | Get AI-powered, audit-ready valuations on your phone and stay ready for fundraising, equity planning, and strategic decisions. | https://eqvista.com/mobile-app/ |
| integrations | Eqvista combines AI- and ML-powered valuation models with expert oversight to power a living valuation engine for private companies. The platform continuously analyzes financial performance, cap table changes, fundraising activity, revenue growth, and market conditions to maintain an up-to-date view of your company’s value. Every valuation is supported by a professional review to ensure audit-ready accuracy. As your business evolves, your valuation evolves alongside it, providing actionable insights for fundraising, equity planning, and strategic decision-making. | https://eqvista.com/mobile-app/ |
| integrations | AI-Powered, Expert-Reviewed: Advanced AI and machine learning models continuously analyze company and market data, while valuation experts validate results for audit-ready accuracy. | https://eqvista.com/mobile-app/ |
| integrations | Access AI-powered valuation insights whenever and wherever you need them. | https://eqvista.com/mobile-app/ |
These are first-party product claims, not independent measurements of AI-search visibility.
Marketing opportunities
Actions calculated directly from the collected evidence.
| Opportunity | Recommended action | Evidence |
|---|---|---|
| Competitor gap | Review the sampled queries where bipc.com appears. | 2 first-page appearances across different kinds of investors, 3 types of investors |
Website intelligence — Collected evidence
Website evidence gaps
- features: no usable public page was collected; verify whether the site publishes this evidence.
- customers: no usable public page was collected; verify whether the site publishes this evidence.
- reviews: no usable public page was collected; verify whether the site publishes this evidence.
- changes: no usable public page was collected; verify whether the site publishes this evidence.
- technical: no usable public page was collected; verify whether the site publishes this evidence.
Trust and proof
Customers, proof, and reviews
Published proof, customer signals, and review evidence.
Independent reviews
| Platform | Page | How it was found | Note |
|---|---|---|---|
| Capterra | Eqvista Pricing, Reviews & Features - Capterra Canada | Grounded web search | ### Overall rating Based on 31 reviews 4.9 ### Reviews sentiment Positive 97% Neutral 0% Negative 3% ... shows in place very fast. This is beneficial for responding to any compliance or valuation-related inquiries, especially if Aspiration |
| Clutch | Eqvista | Grounded web search | ### Eqvista Review Insights Overall Review Rating: 5.0 - Quality: 4.9 - Schedule: 5.0 - Cost: 4.9 - Willing to Refer: 4.8 ... 24 mentions) - Great project management (9 mentions) - Communicative ... 's exceptional customer support, noting their team's |
| Trustpilot | Eqvista Reviews / Read Customer Service Reviews of eqvista.com | Grounded web search | We used Eqvista for our 409A valuation and had a good experience overall. The process was straightforward, and the team was responsive when we had questions. They explained what they ... without making the process more complicated than it needed to |
| Zendikt | Eqvista review, pricing, and verified intelligence / Zendikt | Grounded web search | Eqvista is the affordable cap table platform, founded 2018. The product covers cap table + equity grants + 409A valuations at meaningfully lower price than Carta or Pulley. Strengths: affordable pricing for early-stage founders (free tier for under 20 stakeholders), simple UX, fast onboarding, basic 409A valuation services. Best fit for pre-Series A founders and bootstrapped companies wanting basic cap table without the cost of Carta or Pulley. Trade-offs: thinner feature set than Carta or Pulle |
| G2 | Compare Eqvista and Shareworks by Morgan Stanley Social Share Options | Grounded web search | - Users report that Shareworks struggles with product direction, scoring only 5.6, which raises concerns about future updates, while Eqvista shines in this area with a perfect score of 10.0, indicating a strong commitment to continuous improvement and user feedback integration. - Reviewers say that Shareworks has a quality of support score of 8.5, which is good, but users report that Eqvista's support is exceptional, with a score of 9.8, often noting quick response times and helpful resources. - |
| Capterra | Best Equity Management Software with Cap Table Management / Capterra | Grounded web search | Equity Management features reviewers most value ## Eqvista 4.9 (31) 4.9 4.9 4.9 4.8 4.8 G2's #1 Equity Management Platform. 409A valuations, Real-Time Company Valuation® , and complete cap table management. Learn more about Eqvista Equity |
| G2 | Compare 409A Valuation from Eton Venture Services and Eqvista 409a Valuation Social Share Options | Grounded web search | Star Rating (72)5.0out of5 (72)4.9out of5 Market Segments Small-Business ( ... Information Small-Business (75.0% of reviews) Information Entry-Level Pricing No pricing available $990.00 409A Valuation ... Star Rating (72)5.0out of5 Market |
| capterra.in | Eqvista Price, Features, Reviews & Ratings - Capterra India | Grounded web search | ### Overall rating Based on 31 reviews 4.9 ### Reviews sentiment Positive 97% Neutral 0% Negative 3% ... makes equity tracking easy and worry-free. It saves me ... and getting help all happen in just a few clicks. It slows down with very |
| capterra.com.sg | Eqvista Pricing, Cost & Reviews - Capterra Singapore 2026 | Grounded web search | ### Overall rating Based on 31 reviews 4.9 ### Reviews sentiment Positive 97% Neutral 0% Negative 3% ... place very fast. This is beneficial for responding to any compliance or valuation-related inquiries, especially if Aspiration Advisors is |
Customer proof
No named customers, testimonials, or customer case studies were found.
Independent mentions
- Pricing Infrastructure for Private Markets — #1 409A Valuation Provider on G2 & Clutch, trusted by thousands of startups Rated 5/5 on G2 ... all our requirements were met. Eqvista helped secure a validated fair market value for our common stock and ensure IRS regulation compliance.
External links were grounded in one live web search. Search snippets are leads, not independently scraped page content; rejected links remain available in Review evidence.
Company, security, and trust
Ownership, policies, security signals, and public trust evidence.
| Signal | Finding | Source |
|---|---|---|
| Company and ownership | Our Fair Market Valuation gives you a founder‑friendly, IRS‑compliant FMV report—audit‑ready and ideal for ESOPs or capital raises. Built on real financials and comparables, our valuations deliver clarity, confidence, an | source |
| Contact and support | Eqvista’s sophisticated software enables companies, investors, and company shareholders to track, manage, and make intelligent decisions about their companies’ equity. Planning equity for retirement benefits becomes easi | source |
| Legal and privacy | Not published on the collected pages. | — |
| Security and compliance | Not published on the collected pages. | — |
| Uptime and status page | Not published on the collected pages. | — |
| Domain registered | 2018-07-05 | — |
| Domain expires | 2029-07-05 | — |
Not found on the collected pages: legal and privacy, security and compliance, uptime and status page. This only means Scout did not find it on the pages it read; it says nothing about the company itself.
Documentation and product updates
Help resources, product guidance, and visible changes over time.
Not established in the collected sources.
Technical
Technical and delivery signals
Delivery model, platforms, API, data ownership, reliability claims and release activity.
| Signal | Finding | Source |
|---|---|---|
| Delivery model (cloud, self-hosted, desktop, browser extension) | Cloud-based platform S1. | S1 |
| Platforms and apps | Web application S1. | S1 |
| API and extensibility (API, SDK, webhooks, MCP, plugins) | Not published on the collected pages. | — |
| Data ownership and export | Cap table migration from other providers or spreadsheets is supported S49. | S49 |
| Performance and reliability claims | Not published on the collected pages. | — |
| Release activity | Not published on the collected pages. | — |
Measured infrastructure
Domain, certificate, and hosting signals, measured directly.
| Signal | Finding |
|---|---|
| Domain registered | 2018-07-05 — GoDaddy.com, LLC |
| Domain expires | 2029-07-05 |
| TLS certificate | Google Trust Services, valid, expires 2026-12-17 |
| Security headers | X-Content-Type-Options |
| Headers not served | HSTS, CSP, X-Frame-Options, Referrer-Policy |
| Server header | cloudflare |
| Mail handled by | aspmx.l.google.com, alt1.aspmx.l.google.com |
| Nameservers | adel.ns.cloudflare.com, sid.ns.cloudflare.com |
Not measurable: wayback: rate limited by archive.org, ladder stopped after 1 probe(s). A gap here means the lookup was unavailable, not that the finding is negative.
Technical site audit
A bounded multi-page crawl with page-level issues and URLs.
Scout — Bounded technical crawl
- Pages crawled: 15 of 15 maximum
- Technical health: 100/100
- Critical issues: 0
- Warnings: 0
- Notices: 0
Issues
The bounded crawl did not detect title, description, H1, canonical, indexing, thin-content, image-alt, response-time, or duplicate-metadata issues.
Crawled pages
| Status | Title | H1s | Words | Response | URL |
|---|---|---|---|---|---|
| 200 | Eqvista \ | Equity management and valuations | 1 | 625 | 236 ms |
| 200 | Eqvista Named 2026 Inc. Power Partner Award Winner | 1 | 992 | 298 ms | https://eqvista.com/2026-inc-power-partner-award-winner/ |
| 200 | Services \ | Eqvista | 1 | 1174 | 284 ms |
| 200 | Cap Table Management \ | Eqvista | 1 | 1595 | 270 ms |
| 200 | Cap Table Migration & Transfer Services \ | Eqvista | 1 | 1597 | 291 ms |
| 200 | Cap Table One-Time Setup \ | Eqvista | 1 | 1232 | 99 ms |
| 200 | Eqvista’s Financial Modeling \ | Eqvista | 1 | 1264 | 126 ms |
| 200 | Tax and Equity Consultation Services \ | Eqvista | 1 | 1363 | 160 ms |
| 200 | Complete Cap Table Services \ | Eqvista | 1 | 734 | 110 ms |
| 200 | 409A Valuation Service – Audit-Ready & Defensible \ | Eqvista | 1 | 3235 | 168 ms |
| 200 | Eqvista Real-Time Company Valuation® \ | Eqvista | 1 | 1163 | 122 ms |
| 200 | Fair Market Valuation \ | Eqvista | 1 | 1575 | 131 ms |
| 200 | Software Valuation \ | Eqvista | 1 | 1543 | 134 ms |
| 200 | Gift and Estate Tax Valuation Services \ | Eqvista | 1 | 1346 | 141 ms |
| 200 | Portfolio Valuation Services - ASC 820 \ | Eqvista | 1 | 1633 | 145 ms |
This is a bounded Scout crawl. Core Web Vitals and Lighthouse scores are not claimed unless a dedicated performance audit is connected.
Search Console and Analytics
First-party search and behavioral data connection state.
Modeled acquisition channels
| Channel | Estimated share |
|---|---|
| direct | 46.0% |
| search | 35.5% |
| search organic | 31.4% |
| search paid | 4.1% |
| social | 2.2% |
| social organic | 2.2% |
| social paid | 0.0% |
| referrals | 3.3% |
| paid referrals | 3.3% |
| 7.9% | |
| gen ai | 1.8% |
| affiliate | 0.0% |
| other | 0.0% |
First-party connections
| Integration | Status | Data available after connection |
|---|---|---|
| Google Search Console | Not connected | Clicks, impressions, CTR, average position, queries, pages, countries, and devices |
| Google Analytics | Not connected | Organic sessions, engagement, landing pages, conversions, geography, and devices |
No first-party Search Console or Analytics numbers are shown until the site owner authorizes the corresponding Google account. Scout traffic model values above are modeled estimates, not private analytics totals.
Limits and method
Limitations and open questions
Known constraints and missing evidence from the collected pages.
The collected pages do not mention specific competitors. Evidence gaps include lack of detailed security certifications, uptime statistics, API documentation, and specific customer names. Open questions remain about the full feature set for enterprise clients and the specifics of the secondary marketplace.
Sources, method, and limitations
Evidence inventory, collection method, provider use, and constraints.
This report is based on 15 collected pages from eqvista.com, including the homepage, about, pricing, and several educational articles. The evidence catalog includes 180 entries, but many are from educational content not directly about the product. External proof search was enabled but only verified the existence of linked results, not their content. Pricing information was taken from the authoritative pricing page. Limitations include lack of first-party customer case studies and detailed technical documentation.
- Official Websitehttps://eqvista.com/Verified
- Official Websitehttps://eqvista.com/about-us/Verified
- Official Websitehttps://eqvista.com/what-is-rule-701/Verified
- Pricing Pagehttps://eqvista.com/beyond-salaries-crafting-perfect-compensation-plan/Verified
- Pricing Pagehttps://eqvista.com/employee-stock-purchase-plan-at-salesforce/Verified
- Pricing Pagehttps://eqvista.com/ksop-retirement-plan/Verified
- Pricing Pagehttps://eqvista.com/non-qualified-and-qualified-deferred-compensation-plans/Verified
- Pricing Pagehttps://eqvista.com/pricing/Verified
- Pricing Pagehttps://eqvista.com/share-incentive-plan-for-employees/Verified
- Pricing Pagehttps://eqvista.com/starbucks-direct-stock-purchase-plan-dspp/Verified
- Pricing Pagehttps://eqvista.com/stock-price-changes-when-company-acquired/Verified
- Pricing Pagehttps://eqvista.com/understanding-purchase-price-allocation/Verified
- Official Websitehttps://eqvista.com/eqvista-introduced-new-report-feature/Verified
- Official Websitehttps://eqvista.com/eqvista-partners-with-choco-up-revenue-based-financing-platform/Verified
- Official Websitehttps://eqvista.com/introducing-eqvista-new-feature-secondary-transaction-list/Verified
- Review Sitehttps://www.capterra.ca/software/184325/eqvistaVerified
- Review Sitehttps://clutch.co/profile/eqvistaVerified
- Review Sitehttps://www.trustpilot.com/review/eqvista.comVerified
- Review Sitehttps://www.zendikt.com/product/eqvistaVerified
- Review Sitehttps://www.g2.com/compare/eqvista-vs-shareworks-by-morgan-stanleyVerified
- Review Sitehttps://www.capterra.com/equity-management-software/features/cap-table-management/Verified
- Review Sitehttps://www.g2.com/compare/409a-valuation-from-eton-venture-services-vs-eqvista-409a-valuationVerified
- Review Sitehttps://www.capterra.in/software/184325/eqvistaVerified
- Review Sitehttps://www.capterra.com.sg/software/184325/eqvistaVerified