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Eqvista

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243 reviews
  • 2 profiles
  • 3 categories
Average star rating
4.9
Serving customers since
2018

Profile Name

Star Rating

239
2
0
1
1

Eqvista Reviews

Review Filters
Profile Name
Star Rating
239
2
0
1
1
AC
Alice C.
02/24/2026
Validated Reviewer
Review source: Organic

Affordable, Ethical, and Collaborative Service

I hired Eqvista for conducting relative valuations and a post-merger valuation, and I found their services to be the most affordable without compromising on ethics, quality, or experience. I really appreciated the extremely collaborative and organized process they had in place. They patiently walked me through the legal and financially compliant inputs, enhancing my ability to understand complex formulas in financial modeling. The project team was incredibly responsive over email and readily available for video calls to clarify items, respond to questions, and walk me through their math. Setting up Eqvista was extremely easy. I love working with this team and plan to continue using their services, where I've also transitioned my cap table management to their software. I frequently recommend Eqvista to others.
Alex B.
AB
Alex B.
02/19/2026
Validated Reviewer
Review source: Organic

Speed, Efficiency, and Accuracy with Eqvista 409a

I really appreciate Eqvista 409a Valuation for their speed, efficiency, and accuracy. These aspects are what I find most valuable, and they have a significant impact on my decision to continue using their services and potentially expand our partnership.
JV
Julian V.
Facilities Director
02/16/2026
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile

Streamlining Equity Management and Valuation for Large-Scale Hospitality Operations

As a Facilities Director at a luxury resort, my focus is often on high-level capital projects and long-term asset management. Eqvista has been a game-changer for us because of its seamless integration of cap table management and real-time business valuation. In the hospitality industry, managing equity for multiple stakeholders and investors can become messy, but Eqvista’s dashboard provides a clear, professional-grade overview that is audit-ready. The 409A valuation feature is particularly impressive. It removed the guesswork and the typical 2-3 week delay we used to face when needing updated company worth for internal reporting or investor updates. The NACVA-certified approach gives our leadership team the confidence that the data is accurate and compliant.

About

Contact

HQ Location:
San Francisco, CA

Social

@eqvista

What is Eqvista?

Eqvista is a comprehensive platform focused on providing tools for company valuation, equity management, and cap table management. The platform offers solutions for start-ups and companies to streamline the process of issuing and managing shares, organizing cap tables, and executing valuations efficiently. One of Eqvista’s key features is its ability to simplify equity management, allowing businesses to track shareholder information and manage their equity structures effectively. Through its services, Eqvista aims to assist companies in making informed decisions regarding their financial and equity strategies.

Details

Year Founded
2018