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Eqvista

By Eqvista

4.9 out of 5 stars

How would you rate your experience with Eqvista?

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Eqvista Reviews & Product Details

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Eqvista Media

Eqvista Demo - Eqvista Dashboard
To make your user experience better, we have created a dashboard page that has shortcuts for all the main actions you might need on the cap table.
Eqvista Demo - Create Vesting Plan
Eqvista allows you to create a vesting plan very easily.
Eqvista Demo - Create Company Reports
To make Eqvista better, we have made the generation of different reports much easier on. So, instead of going into the detail of the cap table and the long process to export the cap table on an excel sheet, you can easily go to the reports option and straightaway get the reports based on where yo...
Eqvista Demo - Pricing
With Eqvista, you will be able to effectively manage your company with our cap table software and leading valuation services.
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Eqvista Reviews (78)

Reviews

Eqvista Reviews (78)

4.9
78 reviews

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Maria R.
MR
E-commerce Marketing Manager
Retail
Mid-Market (51-1000 emp.)
"Simplified Equity Management While Driving 40% E-commerce Growth"
What do you like best about Eqvista?

As E-commerce Marketing Manager focused on scaling our fashion brand, Eqvista has provided crucial clarity in managing employee stock options during our rapid growth phase. The platform's intuitive interface allows me to easily understand our team's equity structure without needing deep financial expertise. What stands out is how it helps us align marketing performance with long-term team incentives - when our e-commerce campaigns drive revenue growth, everyone benefits through increased equity value. The automated cap table updates have been particularly valuable during seasonal hiring spikes when we bring on additional marketing talent. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

While excellent for equity tracking, I'd appreciate more integration with e-commerce platforms like Shopify to correlate marketing metrics with equity valuation changes. The reporting could also better visualize how specific marketing initiatives impact company valuation over time. Review collected by and hosted on G2.com.

Olivia S.
OS
Chief Marketing Officer (CMO)
Retail
Mid-Market (51-1000 emp.)
"Strategic Equity Planning That Supercharged Our Marketing Team Performance"
What do you like best about Eqvista?

As CMO of a fast-growing fashion retailer, Eqvista has been instrumental in aligning our marketing team's incentives with company growth objectives. The platform provides crystal-clear visibility into how each team member's equity compensation ties to our overall valuation, which has transformed how we approach talent retention and performance management. During our recent expansion into new markets, I used Eqvista's scenario modeling to design equity packages that attracted top-tier marketing leadership while maintaining budget discipline. The ability to demonstrate long-term wealth creation potential has been particularly valuable when competing for digital marketing experts against deep-pocketed competitors. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

While the equity management features are outstanding, I'd appreciate more integration with our marketing performance dashboards. The ability to correlate equity vesting schedules with campaign ROI and team performance metrics would provide powerful insights for compensation planning. Review collected by and hosted on G2.com.

Sarah R.
SR
Performance Marketing Analyst
Retail
Mid-Market (51-1000 emp.)
"Transformed Our Equity Management While Optimizing Marketing ROI"
What do you like best about Eqvista?

As a Performance Marketing Analyst at a growing e-commerce company, Eqvista has provided incredible clarity in managing our employee stock option plan while I focus on optimizing our customer acquisition costs. The platform seamlessly tracks equity distribution across our team, which has been crucial for retaining top marketing talent during our scaling phase. What stands out is how it simplifies complex cap table management, allowing me to concentrate on performance metrics rather than getting bogged down in equity administration. The real-time valuation features have been particularly valuable during funding rounds when we need to demonstrate our company's growth trajectory to potential investors. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

While the equity management features are robust, I'd appreciate more integration with our HR and performance management systems. The reporting for department-specific equity allocation could also be more granular to help us align stock options with marketing team performance metrics. Review collected by and hosted on G2.com.

MJ
Founder & Editor-in-Chief
Computer Software
Small-Business (50 or fewer emp.)
"Streamlined Our Equity Management and Stock Plan Administration"
What do you like best about Eqvista?

As the founder of a software company, Eqvista has been essential for managing our equity distribution and stock plan administration. The platform makes it incredibly easy to track ownership percentages, manage employee stock options, and handle complex equity scenarios. The automated cap table updates save us countless hours during funding rounds, and the compliance features ensure we meet all regulatory requirements without expensive legal consultations. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

The reporting dashboard could offer more customization options for investor updates, and the mobile app lacks some of the functionality available on the desktop version. The initial setup for our complex equity structure required significant time investment. Review collected by and hosted on G2.com.

Emily Z.
EZ
Co-founder & Chief Growth Officer
Consumer Goods
Small-Business (50 or fewer emp.)
"Transformed Our Equity Strategy During Rapid Scaling Phase"
What do you like best about Eqvista?

As we scaled from local to national distribution, Eqvista provided the clarity we needed to manage our complex equity structure. The platform's cap table management automatically handled our employee stock option pool during multiple funding rounds, while the stock plan administration ensured compliance as we expanded into new markets. The scenario modeling tools were particularly valuable for planning our Series A round and negotiating with investors. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

The reporting for non-technical stakeholders could be more visual and intuitive. Some integration with our HR systems required custom development, and the mobile experience lacks certain features available on desktop. Review collected by and hosted on G2.com.

Robert M.
RM
Sales Director
Consumer Goods
Small-Business (50 or fewer emp.)
"Revolutionized Our Sales Team's Equity Understanding and Performance"
What do you like best about Eqvista?

While Eqvista is primarily an equity management platform, its transparency features have unexpectedly transformed how our sales team operates. The clear visibility into company ownership and growth trajectory has become a powerful tool for motivating our sales force. Understanding how their performance directly impacts company valuation and their potential equity rewards has created unprecedented alignment between sales targets and long-term company success. The platform's reporting features help us demonstrate to key accounts how our company's stable ownership structure ensures long-term partnership reliability. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

The sales-specific analytics could be more robust, and integration with our CRM required custom development. Some features are clearly designed for finance teams rather than sales organizations, creating a slight learning curve for our team members. Review collected by and hosted on G2.com.

Alexandra M.
AM
Country Manager
Consumer Goods
Small-Business (50 or fewer emp.)
"Streamlined International Expansion with Compliant Equity Management"
What do you like best about Eqvista?

As Country Manager overseeing our organic food brand's expansion into new markets, Eqvista has been crucial for managing equity across different international subsidiaries. The platform handles multi-currency cap table management seamlessly and ensures compliance with varying regulatory requirements in each country. The stock plan administration features have been particularly valuable for harmonizing employee incentive programs across our global teams while maintaining local compliance. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

International tax reporting features could be more comprehensive for specific countries, and the platform's multi-language support needs expansion for non-English speaking markets. Integration with some local payroll systems required custom development. Review collected by and hosted on G2.com.

Michael C.
MC
Sales Director
Consumer Goods
Small-Business (50 or fewer emp.)
"Transformed Equity Management for Our Sales Team's Compensation Structure"
What do you like best about Eqvista?

Eqvista has revolutionized how we manage sales team equity and commission structures. The platform's stock plan administration seamlessly handles our complex sales incentive programs, while the equity management features provide clear visibility into ownership stakes for our top performers. The automated cap table updates ensure accurate tracking of sales team stock options and performance-based equity grants. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

The reporting for sales-specific compensation metrics could be more detailed, and integration with our CRM required additional customization. The mobile experience for sales team members accessing their equity information could be more user-friendly. Review collected by and hosted on G2.com.

James P.
JP
Chief Operating Officer
Consumer Goods
Small-Business (50 or fewer emp.)
"Transformed Our Equity Management and Investor Relations"
What do you like best about Eqvista?

As COO of a fast-growing consumer goods company, Eqvista has revolutionized how we manage our equity structure and communicate with investors. The platform's cap table management automatically updates after each funding round, while the stock plan administration handles our employee equity programs seamlessly. The 409A valuation features provided compliant valuations without expensive external consultants, and the investor portal has dramatically reduced administrative back-and-forth. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

The initial data migration from our previous system required significant effort, and some custom reporting features needed technical support to implement. The mobile experience could be enhanced for on-the-go access to critical equity information. Review collected by and hosted on G2.com.

Fatima A.
FA
Founder & Sales Director
Consumer Goods
Small-Business (50 or fewer emp.)
"Transformed Equity Management for Our Growing Artisan Food Business"
What do you like best about Eqvista?

As both founder and sales director of our artisan spice company, Eqvista has been crucial for managing our unique equity structure while expanding into new markets. The platform handles everything from investor shares to employee stock options for our production team. The cap table management automatically updates during each funding round, which is essential as we scale from local farmers' markets to national retail distribution. The compliance features ensure we meet food industry regulations while managing our growing team's equity. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

The reporting for sales performance-linked equity could be more detailed, and integration with our inventory management system required custom development. The mobile experience needs improvement for managing equity on-the-go during sales trips and trade shows. Review collected by and hosted on G2.com.

Pricing Options

Pricing provided by Eqvista.

Freemium

Free

Premium

Contact Us

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Eqvista Features
Reporting
Visualization
Platform Search
Dashboard
File Sharing
Cap Table
409a
Equity Governance