--- title: Eqvista Reviews meta_title: 'Eqvista Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 67 reviews by the users' company size, role or industry to find out how Eqvista works for a business like yours. aggregate_rating: rating_value: 4.9 review_count: 67 scale: '5' date_modified: '2026-07-30' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Eqvista Reviews **Vendor:** Eqvista **Category:** [Equity Management Software](https://www.g2.com/categories/equity-management) **Average Rating:** 4.9/5.0 **Total Reviews:** 67 ## About Eqvista Eqvista, ranked #1 Equity Management Platform on G2 combines comprehensive equity managementcombines comprehensive equity management with expert valuation services provided by our in-house NACVA-certified professionals and our breakthrough Eqvista Real-Time Company Valuation® technology, giving you instant access to your company's worth alongside complete cap table control. Our platform handles every aspect of equity operations in one place. Issue and manage all types of equity including common stock, preferred shares, stock options, RSUs, warrants, and convertible securities entirely online with real-time updates. Advanced vesting features support cliff vesting, graded vesting, and custom schedules for employee equity programs. Track shareholders across all equity types, manage grant administration, and provide stakeholders with transparent access to their equity information through our shareholder portal. As industry leaders in 409A valuations, we serve companies from startups to enterprises with NACVA-certified assessments that meet audit-ready compliance standards. Every valuation comes with full IRS defense and integrates directly with your cap table management across all equity types. With our Eqvista Real-Time Company Valuation® advantage, no more waiting weeks for valuation reports when making critical decisions. Whether you're planning fundraising rounds, issuing employee options or RSUs, or evaluating M&A opportunities, your company's fair market value is always current and ready. We process over $5 billion in valuations monthly, providing Big Four quality results that power strategic planning with real-time insights into your company's true worth. ## Eqvista Pros & Cons **What users like:** - Users appreciate the **founder-friendly cap table management** of Eqvista, making equity management simple and efficient for first-time founders. (79 reviews) - Users value the **complete transparency** of Eqvista in managing equity, enhancing talent acquisition and retention during growth phases. (66 reviews) - Users value the **seamless stock plan administration** of Eqvista, enhancing management of equity and commission structures effectively. (51 reviews) - Users value the **real-time updates** from Eqvista, ensuring accurate tracking of stock options and incentives for the sales team. (47 reviews) - Users commend the **complete transparency** of Eqvista, aiding in attracting top talent and ensuring compliance. (36 reviews) - Compliance Automation (28 reviews) - Scenario Modeling (23 reviews) - User Interface (22 reviews) - Dashboard Visualization (21 reviews) - ESOP Management (20 reviews) **What users dislike:** - Users find the **complex reporting** features challenging, especially for non-financial professionals needing clearer insights. (35 reviews) - Users find the **limited customization** in Eqvista restricts tailored reporting and dashboard options for specific needs. (22 reviews) - Users report that **manual operations** can slow down large cap-table updates and require exporting advanced reports to Excel. (22 reviews) - Users find the **steep learning curve** of Eqvista's interface challenging, especially for non-finance specialists. (22 reviews) - Users find the **difficult setup** of Eqvista challenging, as it requires technical knowledge for effective use. (17 reviews) - Users note the **limited features** of Eqvista, emphasizing the need for more basic functionality and integrations. (16 reviews) - Users note the **limited mobile accessibility** of Eqvista, which hampers their ability to access critical equity information on-the-go. (13 reviews) - Onboarding Issues (11 reviews) - Lack of Instructions (9 reviews) - Technical Issues (7 reviews) ## Eqvista Reviews ### 1. The ease of use and accuracy **Rating:** 5.0/5.0 stars **Reviewed by:** Saribek K. | Co-Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2024 **What do you like best about Eqvista?** The ease of use and accuracy. We do some complicated transactions and it always delivers. **What do you dislike about Eqvista?** Sometimes there have to be workarounds for unique situations **What problems is Eqvista solving and how is that benefiting you?** Eqvista allows me to accurately track all stock options and restricted grants, providing management and accounting with accurate reports. System can be set to automatically run reports at month end allowing us to close much faster. The preparation of proxy reports/schedules is accomplished by printing a few reports. The employee portal allows our employees to access their information 24-7. ### 2. The reporting is Excellent **Rating:** 5.0/5.0 stars **Reviewed by:** Kishan D. | Co-Founder, CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2024 **What do you like best about Eqvista?** The reporting is excellent and it is very easy software to work with. **What do you dislike about Eqvista?** Not really user friendly if we want to create new reports. **What problems is Eqvista solving and how is that benefiting you?** The product works for what we need it to do. It provides us with reports needed for disclosure support, SBC JEs, Beneficial Ownership calculations, future vesting for forecasting. ### 3. Eqvista allows users effortless equity management. **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan F. | Marketing Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 29, 2024 **What do you like best about Eqvista?** I like how Eqvista streamlines the management of our employee stock ownership plan. Eqvista's extensive platform and robust capabilities have considerably decreased our HR team's administrative burden, freeing us up to focus on more strategic responsibilities. **What do you dislike about Eqvista?** Eqvista has been incredibly helpful with all of our inquiries. There is nothing to hate, as they convey every detail of product changes and other information. **What problems is Eqvista solving and how is that benefiting you?** Eqvista has optimized our equity management procedure to ensure that our employees receive accurate and timely information regarding their ESOP. The platform's thorough reporting capabilities have allowed us to make data-driven decisions about our equity strategy, resulting in increased business growth. ### 4. Eqvista is such a professional and helpful platform for our Equity management **Rating:** 5.0/5.0 stars **Reviewed by:** France S. | Head of uk research, Enterprise (> 1000 emp.) **Reviewed Date:** August 26, 2024 **What do you like best about Eqvista?** I really like eqvista for their great and easy to understand platform, I was able to grab how the platform works so fast. **What do you dislike about Eqvista?** I can`t think of any for now, they have always provided what we needed. **What problems is Eqvista solving and how is that benefiting you?** Eqvista has helped us with our equity management and reporting. It has really saved us the stress of the formal way we do it and we can access our equity anytime with ease and the timeframe needed. ### 5. Great equity management and reporting tool **Rating:** 5.0/5.0 stars **Reviewed by:** Gabriel F. | Vice President, Sales and Marketing (US & Canada Division), Enterprise (> 1000 emp.) **Reviewed Date:** July 24, 2024 **What do you like best about Eqvista?** The platform is fast, responsive, and easy to use. **What do you dislike about Eqvista?** There is nothing I don't like about Eqvista **What problems is Eqvista solving and how is that benefiting you?** Eqvista equity management reporting is available on one report. Reports are flexible, and can be filtered in many different ways for different purposes. We use for performance based and time based RSUs and RSAs. Most critical reporting is used for SEC public reports, which are just a click away, and used to be manually calculated maintained in excel workbooks. Eqvista reporting saves us hours/days of manual tracking in excel. ### 6. Eqvista - Top Equity Management Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Martin F. | President Global Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2024 **What do you like best about Eqvista?** The customer service is consistently exceptional **What do you dislike about Eqvista?** The report are good but I wish there was some customization available on some. **What problems is Eqvista solving and how is that benefiting you?** Eqvista Equity Management is extremely valuable in my SEC and investor reporting as well as our internal tracking stock option expense items. ### 7. Platform has potential, but need a lot of work **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2024 **What do you like best about Eqvista?** Well priced and decent support. Onboarding managed by them **What do you dislike about Eqvista?** The platform is missing many basic features. It's on the way to becoming a good platform, but still needs lots of work **What problems is Eqvista solving and how is that benefiting you?** It is supposed to allow easy and accurate cap table management ### 8. The reporting functionality makes it easier to have reliable and efficient reporting. **Rating:** 5.0/5.0 stars **Reviewed by:** Dave K. | Co-owner | Realtor, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Eqvista?** I like the fact that the reporting functionality makes it easier to have reliable and efficient reporting. **What do you dislike about Eqvista?** none, our experience with eqvista is great **What problems is Eqvista solving and how is that benefiting you?** Eqvista has helped us that we are able to easily load mass data into the system, easily run monthly journal entries, and quickly run a few reports to put together our quarterly SEC disclosures. ### 9. Great tool to manage employee stock options **Rating:** 5.0/5.0 stars **Reviewed by:** Arthur S. | VP, Chief Marketing Officer , Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2024 **What do you like best about Eqvista?** One of the best things about Eqvista is it’s “Ease of use”, they have a straightforward and very clean UI. They also allow you to store all your company documents and if needed you can share the access to any of the shareholders. **What do you dislike about Eqvista?** No bad experience so far. Nothing to report on that **What problems is Eqvista solving and how is that benefiting you?** Easily issue and manage employee stock options. Excellent vesting plan creation functionality which can be applied instantly to the shareholders. Loved their visualisation and charts of share usage. ### 10. Eqvista help us with our Equity Award **Rating:** 5.0/5.0 stars **Reviewed by:** Ben P. | Accounting and Finance Recruiter , Mid-Market (51-1000 emp.) **Reviewed Date:** August 21, 2024 **What do you like best about Eqvista?** Eqvista is straightforward and easy to understand, They also provide extensive support for us. **What do you dislike about Eqvista?** I don`t really think I have come across any difficulty yet. **What problems is Eqvista solving and how is that benefiting you?** The product works well for what we need it to do. We use it to management our equity awards, including maintain our records and issuing our new awards and generating various reports. ### 11. Eases the management of equity **Rating:** 5.0/5.0 stars **Reviewed by:** Ravleen I. | Director of Information Systems, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2024 **What do you like best about Eqvista?** I like it very much due to it's easy and secure interface for the management of equity. **What do you dislike about Eqvista?** I don't think there are any drawback of this tool **What problems is Eqvista solving and how is that benefiting you?** This software lets us have a look upon how the equity is shared among the stakeholders, investors and accordingly gives an idea of an ownership structure. It always helped assessing company's position before any seed funding. ### 12. Eqvista Equity Management gets the job done **Rating:** 5.0/5.0 stars **Reviewed by:** Dr Abdullah A. | CEO and Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2024 **What do you like best about Eqvista?** Eqvista is easy to use and the reporting tools are great **What do you dislike about Eqvista?** I have not run into Eqvista cons thus far. **What problems is Eqvista solving and how is that benefiting you?** Eqvista keep all our equity management in one platform. Overall, moving away from spreadsheet tracking options for Eqvista has been great. ### 13. Provide an annual 409a valuation for our recapitalization **Rating:** 5.0/5.0 stars **Reviewed by:** Eileen L. | Executive Director & Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2024 **What do you like best about Eqvista?** We are impressed by their teamwork and attention to details **What do you dislike about Eqvista?** We recommend Eqvista without reservation **What problems is Eqvista solving and how is that benefiting you?** Eqvista provided a 409a company evaluation for our young company to enable recapitalization in preparation for seeking more investors and to provide incentive stock options to reward employees. Eqvista also provided the annual report we needed in the timeframe that met our needs. Their team provided excellent communication and responsiveness to our questions and adjustment needs. ### 14. Very efficient and well designed software . **Rating:** 5.0/5.0 stars **Reviewed by:** Emmanuel O. | CEO/Co-founder/Software Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2022 **What do you like best about Eqvista?** The design and ease of finding what you you. As a software developer, I can say the work put in to develop this software is well worth it **What do you dislike about Eqvista?** The pricing model is quite good but would be abit too much for a startup **What problems is Eqvista solving and how is that benefiting you?** Navigation of shares and equity split and onboarding new shareholders ### 15. Equivista tring but comes up short. **Rating:** 1.5/5.0 stars **Reviewed by:** David W. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2022 **What do you like best about Eqvista?** Its ease of use and the User Interface was comfortable **What do you dislike about Eqvista?** The several operations problems I am having with the software. Although their tech support seems to be on the ball I don't have time to Beta Test their software. **What problems is Eqvista solving and how is that benefiting you?** Managing or Equity structure ### 16. Excellent cap table management platform **Rating:** 4.5/5.0 stars **Reviewed by:** Martin B. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2021 **What do you like best about Eqvista?** Easy to use cap table management software and great customer support. You can create advanced vesting plans (Time based, Milestone, Hybrid) and apply them to issued shares in real-time. **What do you dislike about Eqvista?** Not much really, there are still some features we’ve not yet tried. **What problems is Eqvista solving and how is that benefiting you?** I’ve been using Eqvista for the last 6 months and their cap table management platform is very easy to use. The best part is they are constantly adding more features to the system which really helps to manage our company equity effortlessly and smarter. ### 17. Great product to manage your company shareholders and equity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2021 **What do you like best about Eqvista?** Ability to create custom reports such as cap table reports and secondary transaction reports. Very well satisfied with their support team. They got support articles for each and every function which really helps us in knowing the platform better. **What do you dislike about Eqvista?** Minor technical bugs were found at initial times which were reported to their team and resolved quickly. **What problems is Eqvista solving and how is that benefiting you?** Managing my company cap table and shareholders easily. Ease of reporting to investors. ## Eqvista Discussions - [What is shareholder management?](https://www.g2.com/discussions/what-is-shareholder-management) - [Who owns Eqvista?](https://www.g2.com/discussions/who-owns-eqvista) - [Is Eqvista free?](https://www.g2.com/discussions/is-eqvista-free) - [View Eqvista pricing details and edition comparison](https://www.g2.com/products/eqvista/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-03+03%3A53%3A49+-0500&secure%5Bsession_id%5D=9e1b5b14-5d22-4671-b344-bc84ec197759&secure%5Btoken%5D=9afa45d9e2f70eb5c8c5bd4a655c98ad2ad3331cc3d6186f14e93d08a79f05b3&format=llm_user) ## Eqvista Features **Platform Basics** - Reporting **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Platform Data** - Visualization - Platform Search - Dashboard **Platform Content** - File Sharing **Platform Additional Functionality** - Cap Table - 409a - Equity Governance **Agentic AI - Equity Management** - Autonomous Task Execution ## Top Eqvista Alternatives - [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) - 4.3/5.0 (233 reviews) - [Pulley](https://www.g2.com/products/pulley-pulley/reviews) - 4.7/5.0 (132 reviews) - [Qapita](https://www.g2.com/products/qapita/reviews) - 4.6/5.0 (321 reviews)