Eqvista review

Eqvista pairs a cap table platform with an in-house 409A valuation practice, and its pricing page shows exactly what each costs. The Freemium plan is free under 20 stakeholders and covers cap table and ESOP management, vesting schedules, stakeholder accounts and a data room. Premium costs $2 per stakeholder per month and adds e-signed certificates and SAFE agreements, board resolutions and voting, Rule 701, Form 3921, waterfall exit modeling and funding round modeling. The 409A bundle starts at $990 per year for pre-revenue companies and rises by stage to $2,590 for Series A, with unlimited 409A updates and Premium included. Add-ons such as QSBS attestation from $1,000 and ASC 718 from $500 are also listed. Eqvista says more than 25,000 companies use it. The trade-offs are custom pricing beyond 50 stakeholders and a busier product than the newest tools here, so it rewards founders who care more about price than polish.

Who it is for

Small startups that want a free cap table now and a 409A valuation bundle priced by funding stage.

Price

Freemium free under 20 stakeholders; Premium $2 per stakeholder per month; 409A and Premium bundle from $990 per year.

Premium Cap Table Pay per stakeholder $ 2 /month*
Quoted from the vendor pricing page on November 9, 2026.

Key features

• Cap table and ESOP management with vesting schedules on the free plan
• E-signed share certificates and SAFE agreements on Premium
• Board resolutions and voting, Rule 701 and Form 3921
• Waterfall exit modeling and funding round modeling
• 409A valuation bundle priced from $990 per year by funding stage

Strengths and weaknesses

• Strength: Per-stakeholder pricing keeps costs low for very small teams
• Strength: 409A bundle prices are published by stage, from pre-revenue to Series A
• Strength: Add-on services such as QSBS attestation and ASC 718 have listed starting prices
• Weakness: Custom pricing applies above 50 stakeholders
• Weakness: The interface and plan structure take longer to learn than Mantle or Cake
• Weakness: Series B and later 409A pricing is on request

Key facts

• Freemium: $0, under 20 stakeholders
• Premium: $2 per stakeholder per month
• 409A bundle: $990 to $2,590 per year by stage
• ASC 718: From $500
• Companies served: 25,000+ per Eqvista

Where it ranks

Eqvista is No. 3 in our Best Cap Table Management Software verdict.