Eqvista

Overview

Eqvista is an equity management and business valuation company founded in 2018 by Tomas Milar. The company provides software and services designed to help businesses manage their cap tables, issue shares, and obtain accurate 409A valuations. It aims to modernize equity management for startups, SMEs, and large corporations by offering user-friendly solutions that replace traditional spreadsheets and outdated tools.

Services include cap table management, online share issuance, shareholder management, financial modeling, and 409A valuations performed by certified analysts. The platform allows for real-time tracking of ownership structures and simplifies the process of issuing shares to founders, investors, and employees. Eqvista also provides assistance with company formation and IRS filing services, ensuring compliance and offering customized pricing plans. With over 20,000 clients, Eqvista emphasizes transparency, compliance, and ease of use, transforming how businesses handle equity tasks and keeping founders, investors, and shareholders connected and in control of their equity management needs.

Basic Information

Contact Details

• Phone: +1 702-751-6738
• Website: eqvista.com
• LinkedIn: linkedin.com/company/eqvista

Key Focus Areas & Initiatives

• Share management for your company
• Cap table management
• Company 409A valuation & reports
• Technology, information & internet
• Growth management
• Asset under management
• Shareholder portal
• Funding round analysis
• Financial reports
• Share transfer
• Digital share certificates
• Ownership tracking
• Financial modeling
• Automation
• Financial services
• Software integration
• Securities and commodity contracts intermediation and brokerage
• Customizable packages
• Venture capital cap table
• Exit planning
• Investment round analysis
• Share issuance
• Startup cap table
• Real-time data
• Regulatory compliance
• Company valuation
• Cap table migration
• Valuation services
• Equity management
• Industry compliance
• Financial technology
• Software development
• Shareholder rights management
• Scalability features
• Business services
• Compliance automation
• Venture support
• Multi-industry support
• Equity tracking software
• Shareholder communication platform
• Stock options
• Shareholder management
• Private company valuation
• Financial modeling tools
• Shareholder access control
• Investment analysis
• Company valuation tools
• Private valuation
• Investment tracking
• Secure data sharing
• Error reduction
• Shareholder reporting
• Ownership visualization
• Company filings
• Legal filings
• Waterfall exit analysis
• User-friendly interface
• Share transfer platform
• Employee stock options
• Fundraising support
• Financial reporting
• Shareholder access
• Financial analysis
• Audit-ready reports
• Ownership data management
• 409A valuation
• Automated calculations
• Dilution impact analysis
• Stock option management
• Electronic stock issuance
• Equity tracking
• Stock vesting schedules
• Shareholder communication
• B2B
• Stock-based compensation
• Cloud-based platform
• Compliance management
• Funding round modeling
• Dilution modeling
• 409A compliance
• Company incorporation
• Ownership structure visualization
• Financial algorithms
• Online share issuance
• Document management
• Data security
• Equity platform
• Electronic shares
• Equity management software
• Shareholder voting
• Compliance reporting
• Cap table
• Startup funding
• Multi-user access
• Automated filings
• Valuation
• Collaboration tools
• Asset management
• Equity issuance platform
• Equity plan management
• Private equity support
• Exit strategy planning
• Shareholder notifications
• Client management
• Company formation support
• Share transfer automation
• Venture capital support
• Tax compliance
• Funding analysis
• Growth scalability
• Equity management SaaS
• Issuance of shares
• Waterfall analysis
• Startup valuation software
• Business valuation services
• Real-time updates
• Electronic share certificates
• Corporate filings
• Vesting schedules
• Capitalization table
• Auditor partnerships
• Audit-ready valuation reports
• Tax consulting
• Company incorporation services
• Freemium subscription
• Premium subscription
• Enterprise services
• Valuation methodologies
• Customized valuation reports
• Shareholder voting rights
• Compliance services
• Business growth strategies
• Investor relations
• Equity incentives
• Investment valuation
• Digital shares
• Corporate governance software
• Seed funding
• Stock dilution analysis
• Financial analysis tools
• Startup support services
• Certified valuation analysts
• Employee stock ownership
• Multinational valuations
• Revenue recognition
• Data room management
• Financial decision-making tools
• Finance
• Finance technology
• Computer & network security

Technologies Used

• AI
• Amazon SES
• Bing Ads
• Circle
• CloudFlare Hosting
• Cloudflare DNS
• DoubleClick
• DoubleClick Conversion
• Gmail
• Google Analytics
• Google Apps
• Google Dynamic Remarketing
• Google Font API
• Google Tag Manager
• Hotjar
• Hubspot
• Linkedin Marketing Solutions
• Mobile Friendly
• Proofpoint
• Remote
• Reviews
• SendInBlue
• Smartsupp
• VueJS
• WordPress.org
• YouTube
• reCAPTCHA