[ Eqvista Reviews ](https://www.g2.com/products/eqvista/reviews) [ Eqvista Reviews ](https://www.g2.com/products/eqvista/reviews) # Eqvista Pricing Overview [Editedit](https://my.g2.com/eqvista/pricings) Free Trial ## Eqvista Pricing Key Insights Last updated on Apr 29, 2026 * * * Eqvista offers **3 pricing editions** , starting at **$0**. Eqvista pricing tiers are designed to support different usage levels and team sizes. Eqvista also offers a **free trial**. Higher-tier plans are available via direct consultation with the vendor. Compare the Eqvista pricing table below to figure out the best fit for your needs. * * * Freemium Cap Table — $0 Premium Cap Table — Contact Us 409A Valuation — Contact Us Rated 4.9 / 5 \*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller. Freemium Cap Table Free - No credit card required - \<20 stakeholders - Cap Table & ESOP management - Vesting Schedules - stakeholder Accounts - Data Room Show More Premium Cap Table Contact Us Pay per stakeholders ($2/month) - Everything in Freemium - E-signing certificates & SAFE agreements - Board Resolutions & Voting - Rule 701 - Form 3921 - Waterfall (Exit) Modeling - Funding Round Modeling - Spreadsheet Import - Cap Table Onboarding - Partner Perks - \*Custom pricing above 50 stakeholders. Show More 409A Valuation Contact Us & Premium Cap Table Bundle - Startup/Pre-Revenue – $990/year - F&F/Angel – $1,290/year - Seed – $1,990/year - Series A – $2,590/year - Series B+ – Custom - Unlimited 409A Updates & Renewals + Premium Cap Table - Eqvista Real-Time Valuation® - Expedited 409A Valuation - Starting at $490 and up - 83(b) Election - Expedited Processing – $490 and up - QSBS Attestation – $1,000 and up - ASC 718 – $500 and up Show More Set up your company’s profile seamlessly with our one-time setup for free for all Premium accounts. The Eqvista staff can assist you with setting the whole history of your company’s cap table and data to Eqvista’s platform, allowing you to benefit from the most advanced cap table management platform available. Pricing information for Eqvista is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Eqvista must be conducted with the seller. If you are already on an equity management platform and want to bring all of your data to Eqvista, We will onboard you for free! Pricing information was last updated on May 17, 2026 Show More ## Eqvista Pricing FAQs Generated using AI Is Eqvista free, or does it offer a free trial? Yes. According to G2 data, Eqvista offers a free plan with limited features. Users can upgrade to paid plans for additional capabilities. Visit the seller's official pricing page to compare plan options and features. How much does Eqvista cost in 2026? Pricing details for Eqvista are not publicly listed. Users should visit the Eqvista's official pricing page or contact the vendor directly for current pricing information. Who is Eqvista pricing best suited for? Eqvista's pricing is best suited for startups and small businesses seeking professional equity management without enterprise-level costs. G2 reviewers from small businesses across technology, marketing, healthcare, and consulting industries consistently praise Eqvista's freemium and Premium tiers for eliminating spreadsheet risk at accessible price points. Mid-market companies in computer software and financial services gravitate toward Eqvista's 409A Valuation and Enterprise tiers, valuing integrated NACVA-certified valuations and compliance tools. G2 data on Eqvista also shows strong adoption among advisors and investors managing multiple portfolio companies. The pricing of Eqvista scales well from pre-funded startups needing basic cap table hygiene to Series A and beyond companies requiring full compliance infrastructure. What are the key differences between the free and paid versions of Eqvista? Eqvista's free Freemium tier supports fewer than 20 stakeholders and covers core cap table and ESOP management, vesting schedules, stakeholder accounts, and a data room, with no credit card required. Eqvista's paid Premium plan, priced at $2 per month per stakeholder, unlocks e-signing, board resolutions, 83(b) elections, ASC 718, waterfall and funding round modeling, and spreadsheet import. G2 reviewers frequently highlight round modeling and waterfall analysis as standout capabilities driving upgrades. Eqvista's 409A Valuation and Enterprise tiers add NACVA-certified valuations starting at $990 per year, QSBS attestation, and unlimited valuation updates, features G2 users describe as critical for audit readiness and investor confidence. Is Eqvista considered good value for its pricing? G2 reviewers overwhelmingly rate Eqvista at 5.0 out of 5, with many explicitly citing strong cost-to-value ratios. A CFO reviewer noted Eqvista delivers 90% of enterprise functionality at 10% of the cost, saving over $12,000 annually compared to traditional 409A valuation firms. A healthcare co-founder mentioned being quoted over $8,000 by traditional firms before choosing Eqvista at a fraction of the cost. G2 reviews of Eqvista also highlight 25 to 30 percent reductions in administrative overhead as recurring benefits. The one pricing concern noted by some G2 reviewers is that Eqvista's pricing can feel like a stretch for very early-stage, pre-revenue bootstrapped startups with minimal equity complexity. ## Top-Rated Alternatives [ ![Carta Equity Suite](https://images.g2crowd.com/uploads/product/hd_favicon/8557be990b3513952cd67b5494d36ac8/carta-equity-suite.svg "Carta Equity Suite") Carta Equity Suite 4.3/5(233) ](https://www.g2.com/products/carta-equity-suite/reviews) [ ![Pulley](https://images.g2crowd.com/uploads/product/hd_favicon/f006312fe437592fea355c815fb5637a/pulley-pulley.svg "Pulley") Pulley 4.7/5(135) ](https://www.g2.com/products/pulley-pulley/reviews) [ ![Qapita](https://images.g2crowd.com/uploads/product/hd_favicon/d75764ce48b0ba91127bc6e6758026a2/qapita.svg "Qapita") Qapita 4.6/5(324) ](https://www.g2.com/products/qapita/reviews) [ View All Alternatives ](https://www.g2.com/products/eqvista/competitors/alternatives) ## Eqvista Alternatives Pricing The following is a quick overview of editions offered by other [Equity Management Software](https://www.g2.com/categories/equity-management) | Product | Price | Features | | --- | --- | --- | | ![Carta Equity Suite](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9c3847bd891a736666c595ee7421f2dd/carta-equity-suite.png)[Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) Carta Launch | Free25 Stakeholders Per Year | Free for new customers with up to 25 stakeholders and up to $1M raised: https://carta.com/equity-management/launch/ Cap table management Securities issuance Exercising and repurchasing 83(b) form ISO management Investor management Equity reporting HRIS and payroll integration SAFE modeling SAFE fundraising and closings Email, chat, and phone support | | ![Pulley](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d27d69a25ad09dd1554abd72a251af49/pulley-pulley.png)[Pulley](https://www.g2.com/products/pulley-pulley/reviews) Startup | Starting at $1,200.0025 Stakeholders Per Year | Cap table management Share Certificate Electronically send & sign option grants, SAFEs, etc. Fundraising modeling Concierge onboarding Option and equity templates Offer letters Communications Hub | | ![Qapita](https://images.g2crowd.com/uploads/product/image/small_square/small_square_a28f873d5b03af7da61b5ef6095ce397/qapita.png)[Qapita](https://www.g2.com/products/qapita/reviews) Growth | Contact Us | Your business is scaling up and expanding and starting to face more regulatory complexity. Recommended for: Series B+ startups & scaleups. All the Starter Features and... Employee Transactions Share Valuation Report 409A Valuation Report Expense Amortisation and Disclosures Reporting Custom Administrator Roles Dedicated Customer Success Manager | Various alternatives pricing & plans Free Trial Pricing information for the above various Eqvista alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller. ## Eqvista Pricing Reviews (1) CP Chelsea P. Chief Digital Officer (CDO) Health, Wellness and Fitness Mid-Market (51-1000 emp.) 9/15/2025 "Digital Transformation in Equity With Precision and Ease of Management" 5/5 What do you like best about Eqvista? As a Chief Digital Officer, I’m in the process of digitizing businesses for ease and clarity. Eqvista has helped us to bring our equity process into the 21st century as what was previously a very analog difficult space. Ease of use is a big plus, those involved in your journey that are not equity managers can access and comprehend their equity without the need for lots of training due to the user friendly design. The customer service is phenomenal - prompt and straight forward, can explain complex financial terms in a non-technical manner very important for a cross functional team. It is also fairly fully-featured, especially when it comes to the ability to model various financing scenarios and what that will do to dilution! This is the kind of data-driven insight I require to help you make decisions about your strategic growth. Review collected by and hosted on G2.com. What do you dislike about Eqvista? The initial implementation was easy enough to set up for simple setup, but achieving an audit of every single historical grant was insanely manually intensive data entry and validation. This is a one time cost for all that moving from disconnected systems to single source of truth. On ease of integration, I’d want something more out-of-the-box beyond the API for example with HR platforms such as HiBob or BambooHR in order to streamline integrations to onboard new hires automatically when equity is granted. It's regular usage for me personally, where the value is static as a document of record for our board and investors. Review collected by and hosted on G2.com. What problems is Eqvista solving and how is that benefiting you? Eqvista addresses this significant pain point around the opacity of equity and manual process management. It’s digitized and centralized our cap table so there’s no version-control nightmare on shared spreadsheets, and everyone from the founders to the investors to anyone we grant equity for being trainers now has full access to their information. This is good for us because we are a seamless, professional people team which competes in wellness/health. It creates an immutable, audit friendly archive which makes board reporting easy and brings confidence to fundraising. A CDO’s digital holy grail, the process that converts equity from an administrative liability to a strategic asset. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic Review from User Profile Eqvista Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9c3847bd891a736666c595ee7421f2dd/carta-equity-suite.png "Product Avatar Image") Carta Equity Suite 4.3/5(233) [ Compare Now ](https://www.g2.com/compare/carta-equity-suite-vs-eqvista) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d27d69a25ad09dd1554abd72a251af49/pulley-pulley.png "Product Avatar Image") Pulley 4.7/5(135) [ Compare Now ](https://www.g2.com/compare/eqvista-vs-pulley-pulley) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_b00ff6c0b84afa38d2e078caedc78b3a/ledgy.png "Product Avatar Image") Ledgy 4.6/5(68) [ Compare Now ](https://www.g2.com/compare/eqvista-vs-ledgy) ##### Categories on G2 [Equity Management](https://www.g2.com/categories/equity-management) ##### Explore More [Best app for board meeting organization](https://www.g2.com/discussions/best-app-for-board-meeting-organization)[What integrations should you look for in an intelligent content management platform such as Box?](https://www.g2.com/discussions/what-integrations-should-you-look-for-in-an-intelligent-content-management-platform-such-as-box)[Which idea management app works well on both mobile and desktop so remote teams can submit and vote on ideas without being tied to a browser?](https://www.g2.com/discussions/which-idea-management-app-works-well-on-both-mobile-and-desktop-so-remote-teams-can-submit-and-vote-on-ideas-without-being-tied-to-a-browser) [Which cloud migration assessment vendors deliver executive-ready cost-benefit analyses without requiring manual spreadsheet work?](https://www.g2.com/discussions/which-cloud-migration-assessment-vendors-deliver-executive-ready-cost-benefit-analyses-without-requiring-manual-spreadsheet-work)[MongoDB Atlas vs CouchDB for a startup: which is worth the operational overhead of self-hosting?](https://www.g2.com/discussions/mongodb-vs-couchdb-vs-firebase-for-a-startup-which-is-worth-the-operational-overhead-of-self-hosting-versus-a-managed-service)[Pros and Cons Details](https://www.g2.com/products/eqvista/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)