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Eqvista

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

Profile Name

Star Rating

196
2
0
1
1

Eqvista Reviews

Review Filters
Profile Name
Star Rating
196
2
0
1
1
Sarah  K.
SK
Sarah K.
Head of People Operations
02/11/2026
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile

The most intuitive and transparent way to manage employee equity plans

As someone in People Operations, I find Eqvista’s interface incredibly user-friendly. What I like best is the automated vesting tracking and the dedicated shareholder portal. It allows our e mployees to log in and see exactly how many shares they have vested, which significantly boosts transparency and trust within the team. The digital share issuance feature is also seamless and has replaced our old, slow paper-based process.
Gregory  G.
GG
Gregory G.
VP of Corporate Development
02/11/2026
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile

Streamlining Equity Management with Precision and Scale

Eqvista is astandout for its simplicity and robustness. What I like best is the 'Scenario Modeling' feature, which allows us to project dilution and future rounds accurately. The interface is clean, making it easy to manage thousands of shares without the risk of manual errors. Their digital share issuance and shareholder portal have greatly improved our investor relations by providing instant transparency.
Elena V.
EV
Elena V.
Head of Operations
02/11/2026
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile

Streamlining our Cap Table and Equity Management in a Fast-Growing Solar Startup

As the Head of Operations at Vance Solar Systems, I need a centralized and accurate system to manage our company's equity and share distributions. What I like best about Eqvista is its user-friendly interface and the transparency it provides for our stakeholders. The 'Round Modeling' feature is incredibly helpful—it allows us to visualize the impact of new funding rounds on our current cap table without any manual calculations. Transitioning from complex Excel sheets to Eqvista was straightforward, and their compliance tracking ensures that our stock issuances are always in order. It has become an essential tool for our board meetings.

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