Eqvista | Equity management and valuations

Pricing Infrastructure for Private Markets

Redefining private market valuations and equity management.

AI-powered. Human-delivered.

Why Eqvista

We Serve the Clients of Major Law Firms

Unlimited 409A Valuations

Your 409A valuations aren’t just a requirement—they’re a foundation for smart decisions.
With Eqvista, get unlimited, IRS audit-defensible valuations that are fast, precise, and built to keep up with your startup’s momentum.

Credentials

From Static Reports to Real-Time Company Valuation

409A valuations powered by Eqvista Real-Time Company Valuation® replace static 409A reports with a real-time, app-based view of common stock value for private companies. Make faster, more confident decisions with audit-defensible analysis.

Everything You Need to Manage Company Ownership

Managing company ownership should be about more than tracking shares in a spreadsheet. Eqvista combines equity management, company valuations, and compliance in a single platform, helping founders manage ownership with greater clarity, control, and confidence from formation through pre-IPO.

Transfer Your Cap Table to Eqvista

Let us migrate your cap table from another provider or spreadsheet to Eqvista, and enjoy fast, white-glove onboarding with the support of our dedicated team.

Every Valuation Your Company Needs

From IRS Safe Harbor 409A valuations and ASC 718 to Eqvista Real-Time Company Valuation®, portfolio valuations, and IP valuations, Eqvista’s 100% In-House Valuation Team combines AI-powered technology with the expertise of NACVA-certified analysts to deliver trusted valuation services for private companies.

FMV Valuation

Our Fair Market Valuation gives you a founder-friendly, IRS-compliant FMV report—audit-ready and ideal for ESOPs or capital raises. Built on real financials and comparables, our valuations deliver clarity, confidence, and compliance.

Software & IP Valuation

Get a clear, defensible valuation of your software or Intellectual Property assets. Our reports use industry-standard income, market, and cost (asset-based) methods to deliver reliable, audit-ready insight into your asset’s market value.

Gift & Estate Tax Valuation

Transfer wealth with confidence and minimize tax burdens using our Gift & Estate Tax Valuation service. We provide IRS-compliant valuations for business and real estate assets, ensuring accurate fair market value assessments.

Portfolio | ASC 820 Valuation

Cut through the noise with founder-friendly ASC 820 valuations. Audit-ready and LP-proof, our reports combine market-based, income, back-solve, and OPM models for clear, compliant investor insights.

QSBS Attestation Letters

Pay less tax on your equity with our IRS-compliant QSBS attestation. We issue a formal letter confirming your company’s QSBS eligibility—simplifying your process and boosting investor and employee confidence.

Testimonials