Pricing Infrastructure for Private Markets

Redefining private market valuations and equity management.
AI-powered. Human-delivered.

No credit card required

No credit card required

Immediate response time

Immediate response time

Why Eqvista

25,000+

Satisfied
Customers

$4 trillion

In company
assets valued

#1

Equity management software and 409A
valuation provider on G2 & Clutch

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

100%

In-house team

NACVA-certified, CFA, CVA

and Enrolled Agent with the IRS

8,000+

Number of valuations conducted

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—the #1 Equity Management Platform on G2—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.

  • Cap Table & ESOP Management
  • Vesting Schedules
  • Shareholder Accounts
  • Board Resolutions & Voting
  • 83(b) Election, Rule 701, Form 3921 & ASC 718
  • Waterfall & Funding Round Modeling

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

Software & IP Valuation

Gift & Estate Tax Valuation

Portfolio | ASC 820 Valuation

QSBS Attestation Letters

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.

Over 25,000 companies use Eqvista to simplify equity, stay compliant, and scale—whether hiring their first employee or closing their next round.