Sarah J.
SJ
Sarah J.
E-commerce Operations Lead
Retail
Mid-Market (51-1000 emp.)
"Unified Our Fulfillment and Customer Service Workflows"
5/5
What do you like best about Eqvista?

The platform’s ability to sync inventory, order processing, and customer communications in one dashboard has eliminated our previous reliance on four separate tools. The automation of return approvals and tracking updates has notably reduced our team’s manual workload. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

Customization of return reason categories is limited, and the vendor portal lacks some advanced features our partners requested. Review collected by and hosted on G2.com.

AJ
Anto J.
COO
Small-Business (50 or fewer emp.)
"Managing our cap table surprisingly effortless—intuitive interface, accurate calculations,"
5/5
What do you like best about Eqvista?

It’s really easy to use—keeps our cap table up-to-date, lets me issue shares in seconds, and their support team replies fast. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

It can be slow to load large cap-table updates, and some advanced reports still need manual export to Excel. Review collected by and hosted on G2.com.

Lubna A.
LA
Lubna A.
Online Tutor
Mid-Market (51-1000 emp.)
"Excellent Tool for Managing Valuations, and More"
5/5
What do you like best about Eqvista?

Real-time cap table updates and transparent transaction tracking. This ensures accuracy and makes managing ownership stakes simple and reliable. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

The platform could benefit from a more modern user interface to enhance overall user experience. Review collected by and hosted on G2.com.

AA
Ayman A.
President & CEO
Small-Business (50 or fewer emp.)
"Great service"
5/5
What do you like best about Eqvista?

Estremely responsive - Eqvista has been answering all my questions and responding quickly to my comments.

Great collabroration and iterative effort - They really care.

Simple process and quick turn around.

Very reasonable pricing. For sure, my next 409A will be done by Eqvista Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

I really can't come up with a one thing that I didn't like Review collected by and hosted on G2.com.

Verified User in Manufacturing
UM
Verified User in Manufacturing
Small-Business (50 or fewer emp.)
"Great Management Platform and Knowledgeable Valuation Experts"
5/5
What do you like best about Eqvista?

Practical efficient and knowledgeable staff that provides all services as advertised. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

I don't have anything negative to report. Review collected by and hosted on G2.com.

DG
DAn G.
CEO
Small-Business (50 or fewer emp.)
"Great service, Top-Notch communicators"
5/5
What do you like best about Eqvista?

They were efficient and very good at communicating. Their emails were clear and concise with easy to follow instructions. They set the bar on how business should be done. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

Honestly, didn't find anything to dislike. The name is hard to pronounce? :) Review collected by and hosted on G2.com.

Isabel D.
ID
Isabel D.
Research Leader in Collections and Culture
Enterprise (> 1000 emp.)
"Robust Equity System"
5/5
What do you like best about Eqvista?

We have worked with Eqvista for quite sometimeand I am very pleased with the system and the support from our client service manager and the technical experts. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

There is nothing that I can think of that fit this category. Review collected by and hosted on G2.com.

Brian L.
BL
Brian L.
Chief Analytics & Data Officer
Small-Business (50 or fewer emp.)
"Perfect Equity Management Platform for our Company"
5/5
What do you like best about Eqvista?

We are most impressed about Eqvista deep knowledge of equity management and how they were able to simplify complex valuation concepts. Also their ever supportive customer support Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

Eqvista is a great choice, It`s hard to dislike Eqvista Review collected by and hosted on G2.com.

Marcelo F.
MF
Marcelo F.
Performance department manager
Mid-Market (51-1000 emp.)
"Simple But Gets the Job Done"
5/5
What do you like best about Eqvista?

It's easy to see when I can exercise shares, and it's easy to see my current holdings. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

Eqvista could improve this experience for users by perhaps incorporating basic explanations of terminology into the software Review collected by and hosted on G2.com.

Katie R.
KR
Katie R.
Chief Sales Marketing Officer
Small-Business (50 or fewer emp.)
"Easy way to manage stock options"
5/5
What do you like best about Eqvista?

Their documentation and blog are very helpful in understanding all the terms and nuance of stock options. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

There is nothing that I don't like - the software does a solid job servicing our need for managing stock options. Review collected by and hosted on G2.com.