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Eqvista

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

Profile Name

Star Rating

167
3
0
1
1

Eqvista Reviews

Review Filters
Profile Name
Star Rating
167
3
0
1
1
Emily Z.
EZ
Emily Z.
Co-founder & Chief Growth Officer
11/11/2025
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile

Transformed Our Equity Strategy During Rapid Scaling Phase

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.
Michael C.
MC
Michael C.
Sales Director
11/10/2025
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile

Transformed Equity Management for Our Sales Team's Compensation Structure

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.
Elena R.
ER
Elena R.
Co-founder
11/09/2025
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile

Transformed Our Equity Management for Multiple Coffee Shop Expansions

The platform made it incredibly straightforward to manage equity distribution as we grew from a single coffee shop to five locations. Setting up our employee stock program for our baristas and managers was seamless, and the cap table automatically updated with each new investor. The compliance features ensured we met all regulations without constant legal consultations.

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
Website
eqvista.com