Eqvista

BACKGROUND

Please describe your company and position.

I am the CEO of visma

Describe what your company does in a single sentence.

Visma is a leading provider of mission-critical business software for a more efficient and resilient society. By simplifying and automating the work of companies and organisations of all sizes, we improve people's everyday lives

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Eqvista to accomplish?

• We engaged Eqvista to support us with 409A valuations and cap table management for one of our portfolio companies. Our primary objectives were to ensure accurate, IRS-compliant valuations to meet regulatory requirements and to streamline equity management processes as the company prepared for its next stage of growth. We also wanted a partner who could provide responsive expert guidance throughout the valuation process.

SOLUTION

How did you find Eqvista?

• Online Search
• Clutch Site

Why did you select Eqvista over others?

• High ratings
• Pricing fit our budget

Describe the scope of work in detail. Please include a summary of key deliverables.

Scope of Work & Key Deliverables:

We hired Eqvista to conduct a fully compliant 409A valuation and provide ongoing cap table management for one of our subsidiaries.

• Their deliverables included:
• A detailed, audit-ready 409A valuation report using standard valuation methods
• Setup and maintenance of a real-time cap table on their platform
• Ongoing support for equity updates, reporting, and scenario modeling
• Collaboration with our legal and finance teams to ensure compliance and accuracy

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Measurable Outcomes:

• Delivered an IRS-compliant 409A valuation accepted without issue by auditors
• Reduced cap table management time by 40% through automation and platform efficiencies
• Improved internal reporting accuracy for equity grants and shareholder distributions
• Enabled faster decision-making for equity planning and fundraising readiness

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project Management & Responsiveness:

Eqvista demonstrated strong project management throughout the engagement. All key deliverables, including the 409A valuation report and cap table setup, were delivered on time and within scope. Their team was highly responsive to our questions and change requests, often replying within hours. They proactively kept us informed of progress and ensured we stayed aligned at each milestone.

What was your primary form of communication with Eqvista?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impresses us most about Eqvista is their deep expertise in 409A valuations and cap table management, paired with exceptional customer support and fast, accurate, IRS-compliant results.

Are there any areas for improvement or something Eqvista could have done differently?

While Eqvista’s platform is user-friendly and reliable, there’s room for improvement in expanding tutorials and enhancing reporting features to make the experience even more seamless for new users.
 

BACKGROUND

Please describe your company and position.

I am the COO of Skybertech IT Innovations Pvt Ltd

Describe what your company does in a single sentence.

To keep abreast of technological advances and beat the challenges posed by the competition, every organization – regardless of size - needs the services of exceptional CIO or CTO. Organizations who do not have a full-time role for CIO or CTO officers can now entrust the task to Skybertech. We look after the management and recruitment of efficient IT staff, deal with vendors, help in assessing IT budgets and allocations, technology upgrading including software and hardware and representing the technology interests at executive/board levels within your organization as your Virtual CIO / CTO.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Eqvista to accomplish?

• Company Valuation
• Our Product valuation

SOLUTION

How did you find Eqvista?

• Referral
• Clutch Site

Why did you select Eqvista over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Eqvista were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Our Company valuation process has done seamlessly by the Eqvista team

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

* Received the current company valuation.

• Our investors got pitched based on the valuation report.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Well planned and team was highly professional and execution part was perfect, where we received the project report as per the deadline, all the clarificatiosn was well explained by the expert team over virtual meetings.

What was your primary form of communication with Eqvista?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Well Approachable and any queries regarding the process was well explained until our team was fully clarified.

Are there any areas for improvement or something Eqvista could have done differently?

so far, We’re happy with the service.

BACKGROUND

Please describe your company and position.

I am the CEO of RWE

Describe what your company does in a single sentence.

RWE is a global leader in renewable energy, driving the transition to a sustainable energy future through investments in wind, solar, batteries, and energy trading.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Eqvista to accomplish?

• o streamline equity management processes for our founders and early-stage team.

SOLUTION

How did you find Eqvista?

• Online Search
• Clutch Site

Why did you select Eqvista over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Eqvista were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Eqvista provided us with a comprehensive 409A valuation conducted by their NACVA-certified analysts. The project included scenario modeling and waterfall analysis to account for various funding rounds. In addition, we utilized Eqvista’s equity management platform to issue electronic shares to U.S. employees and early-stage investors. Their intuitive interface made it easy for our legal and HR teams to manage options, cap tables, and compliance documentation without relying on outdated paperwork.

Key Deliverables Included:

Audit-ready 409A valuation report
Round modeling and waterfall analysis
ASC 718 compliance documentation
Digital equity issuance through their platform
Ongoing cap table management and updates

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Successfully closed our funding round with a defensible and investor-accepted 409A valuation.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Eqvista’s team was responsive, organized, and highly knowledgeable. They answered complex valuation-related questions quickly and were always available for clarification during the audit process. The turnaround time was fast, and they delivered everything within the agreed timeline, which was critical for our internal milestones.

What was your primary form of communication with Eqvista?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their combination of technical expertise and user-friendly platform was the standout for us. Eqvista made what was usually a complex, legal-heavy process feel smooth and manageable. Their valuation team knew how to work with energy-sector companies, which gave us a lot of confidence.

Are there any areas for improvement or something Eqvista could have done differently?

While the platform is excellent, we would love to see deeper integrations with some of the HRIS and accounting tools we use at scale. That said, everything core to the valuation and equity issuance process worked perfectly.

BACKGROUND

Please describe your company and position.

I am the CEO of BNP Paribas

Describe what your company does in a single sentence.

BNP Paribas is a leading bank in Europe with an international reach.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Eqvista to accomplish?

• We hired Eqvista to obtain a reliable and NACVA-certified 409A valuation for our company. Accuracy and compliance were key priorities for us, and we needed a valuation partner who could meet the highest professional standards while also delivering within a reasonable timeline.
• We hired Eqvista to obtain a reliable and NACVA-certified 409A valuation for our company. Accuracy and compliance were key priorities for us, and we needed a valuation partner who could meet the highest professional standards while also delivering within a reasonable timeline.

SOLUTION

How did you find Eqvista?

Online Search

Why did you select Eqvista over others?

High ratings

Describe the scope of work in detail. Please include a summary of key deliverables.

Eqvista handled the entire 409A valuation process from start to finish with professionalism and precision. The scope of work included gathering financial data, analyzing our business model and market position, and applying the appropriate valuation methodologies to determine our company’s fair market value.

Key deliverables included:

• A comprehensive and NACVA-certified 409A valuation report
• Detailed analysis of our company’s financials, cap table, and industry benchmarks
• Safe harbor documentation to ensure IRS compliance
• Ongoing support and consultation throughout the process
• Unlimited revisions and updates within a 12-month period
  
  Their team was responsive, knowledgeable, and thorough at every step.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The most measurable outcome was the successful completion of a certified 409A valuation report that met IRS safe harbor standards. This allowed us to confidently move forward with our equity compensation plans, knowing we were fully compliant.

Additionally:

We received the final valuation in a timely manner, which helped us stay on track with internal deadlines.
Our legal and finance teams were impressed with the clarity and depth of the valuation report.
The valuation supported our fundraising strategy by presenting a credible and defensible company value to investors.
We appreciated the 12-month unlimited updates, which gave us flexibility as our company evolved.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Eqvista’s project management was excellent from start to finish. They maintained clear communication throughout the engagement and kept us informed at every stage of the process. All deliverables were provided on time, and in some cases, even earlier than expected.

They were highly responsive to our needs—whether we had questions about methodology, documentation, or adjustments to the report, their team was quick to provide detailed answers and guidance. The dedicated support we received made the entire experience smooth and efficient, which is exactly what we needed for such a critical valuation.

What was your primary form of communication with Eqvista?

Virtual Meeting

What did you find most impressive or unique about this company?

What stood out most about Eqvista was their combination of deep expertise and client-focused service. Their team is not only NACVA-certified but also highly knowledgeable in handling valuations across different industries and business structures.

What truly impressed us was their commitment to delivering high-quality work without unnecessary delays or complications. The unlimited 409A updates for 12 months was a unique offering that added real value, especially for a growing company like ours. Their ability to explain complex valuation concepts in a clear and approachable way also made a big difference.

Are there any areas for improvement or something Eqvista could have done differently?

Overall, our experience with Eqvista was highly satisfactory, and there were very few areas for improvement. If anything, expanding their client dashboard or platform with more self-service tools or real-time status tracking could enhance the user experience even further.

That said, the personalized support and fast response times more than made up for this, and we never felt out of the loop during the process. Eqvista clearly prioritizes client satisfaction, and it shows in the way they handle each engagement.

BACKGROUND

Please describe your company and position.

I am the Senior Associate of Tanners Solicitors LLP

Describe what your company does in a single sentence.

We provide bespoke, solution-based advice, delivered in plain English, in the following areas:

Residential and commercial property
Wills, trusts and probate
Commercial and personal disputes
Employment law
Agricultural law
Family law
Company and commercial law

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Eqvista to accomplish?

• We hired Eqvista to accomplish specific goals, including: Conducting accurate 409A valuations to ensure compliance with IRS regulations. Managing and updating the cap table to reflect ownership accurately. Providing expert guidance on equity structure to optimize our funding strategy. Enhancing our investment readiness by delivering clear and comprehensive valuation reports.

SOLUTION

How did you find Eqvista?

• Online Search
• Referral
• Clutch Site

Why did you select Eqvista over others?

• High ratings
• Pricing fit our budget
• Referred to me

Describe the scope of work in detail. Please include a summary of key deliverables.

The project with Eqvista involved comprehensive business valuation consulting services, focusing on several key areas:

409A Valuations:

Conducted a detailed analysis of our company's financials and market conditions.
Delivered a compliant valuation report that meets IRS requirements.
Cap Table Management:

Reviewed and updated our existing cap table to ensure accuracy in ownership representation.
Provided a clear visual format for easy understanding of equity distribution.
Equity Structure Consultation:

Analyzed our current equity structure and offered recommendations for optimization.
Advised on best practices for future funding rounds and investor relations.
Ongoing Communication:

Maintained consistent communication throughout the project, addressing any questions or concerns promptly.
Key Deliverables
Comprehensive 409A Valuation Report: A detailed document outlining the fair market value of our company.
Updated Cap Table: An organized and accurate representation of equity ownership.
Equity Strategy Recommendations: A set of actionable insights for optimizing our equity distribution.
Responsive Support: Continuous assistance and expert guidance throughout the engagement.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Measurable Outcomes

• Accurate Valuation Report: Successfully completed a 409A valuation that met IRS compliance, providing a fair market value essential for future funding.
• Updated Cap Table: Delivered a comprehensive cap table that clearly and accurately reflects current ownership, facilitating better decision-making.
• Equity Optimization: Implemented recommendations that improved our equity distribution strategy, enhancing our appeal to potential investors.
• Increased Investor Confidence: Strengthened our position in discussions with investors, supported by clear and thorough valuation documentation.
• Timely Deliverables: All key deliverables were completed on schedule, ensuring the project remained on track and aligned with our business timelines.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Eqvista demonstrated excellent project management throughout our engagement.

• Timely Deliverables: All key items were delivered on schedule, adhering to the agreed timeline without delays.
• Effective Communication: They maintained clear and consistent communication, keeping us informed at every stage of the process.
• Responsive to Needs: Eqvista promptly addressed our questions and concerns, providing tailored support and guidance whenever required.
  
  Overall,their efficient management and commitment to client satisfaction contributed significantly to the project's success.

What was your primary form of communication with Eqvista?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The most impressive aspect of Eqvista is their exceptional customer support. Their team is highly responsive and proactive, ensuring clear communication throughout the entire process. Additionally, their expertise in 409A valuations and cap table management stands out, providing accurate and compliant solutions tailored to our specific needs. This combination of outstanding service and specialized knowledge truly sets them apart in the industry.
 

Are there any areas for improvement or something Eqvista could have done differently?

While Eqvista provided excellent service, there are a couple of areas for improvement:

1. Enhanced Onboarding Materials: Providing more detailed onboarding resources or tutorials could help new users navigate their platform more easily.
2. Custom Reporting Options: Expanding customization options for reports would allow clients to tailor outputs to better meet their specific needs.
   
   These adjustments could further enhance the user experience and functionality of their services.

BACKGROUND

Please describe your company and position.

I am the Business Management | Marketing of Tony Stewart Racing

Describe what your company does in a single sentence.

Tony Stewart Racing (TSR), fields competitive racing teams in both the World of Outlaws Sprint Car Series and NHRA drag racing, featuring renowned drivers like Donny Schatz and Matt Hagan.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Eqvista to accomplish?

• Conduct a 409A Valuation: To ensure compliance and provide an accurate valuation of our company's equity for tax purposes.
• Cap Table Management: To organize and maintain our capitalization table effectively, allowing for clear visibility of ownership structure.
• Equity Structure Consultation: To receive expert advice on optimizing our equity distribution and strategy for future funding rounds.
• Proactive Support: To ensure timely communication and guidance throughout the valuation process, enhancing our understanding of the implications of equity decisions.

SOLUTION

How did you find Eqvista?

• Online Search
• Referral

Why did you select Eqvista over others?

• Good value for cost
• Referred to me
• Company values aligned

Describe the scope of work in detail. Please include a summary of key deliverables:

Initial Consultation: Discussed objectives and gathered company information.

Data Collection and Analysis: Collected financial documents and analyzed data for valuation.
409A Valuation:Conducted a compliant valuation to determine fair market value.
Cap Table Management:Created and organized a comprehensive cap table.
Equity Structure Consultation:Provided strategic advice on optimizing equity distribution.
Proactive Communication:Maintained regular updates and addressed questions.

Key Deliverables:

• 409A Valuation Report: Detailed valuation findings.
• Cap Table Document: Organized ownership structure.
• Equity Recommendations: Strategic advice for future funding.
  This scope ensured a thorough understanding of our equity and effective management tools.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Accurate 409A Valuation:

Achieved a fair market value that met IRS compliance, ensuring readiness for future funding.

Updated Cap Table:

Developed a clear and organized cap table that accurately reflects ownership, facilitating better decision-making.

Improved Equity Strategy:

Implemented recommendations that optimized equity distribution, enhancing our attractiveness to investors.

Increased Investor Confidence:

Strengthened our position in discussions with potential investors due to clear and comprehensive valuation documentation.

Enhanced Financial Planning:

Provided a solid foundation for future funding rounds, allowing for better forecasting and strategic planning.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project Management Overview
Eqvista demonstrated excellent project management throughout our engagement.

Timely Deliverables: All key items were delivered on schedule, adhering to the agreed timeline.
Responsive Communication: They consistently addressed our needs and questions promptly, ensuring clarity and support at every stage.

Overall, Eqvista's efficient management contributed to a smooth and successful project experience.

What was your primary form of communication with Eqvista?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The most impressive aspect of Eqvista is their exceptional customer support. Their team is highly responsive and proactive, ensuring clear communication throughout the entire process. Additionally, their expertise in 409A valuations and cap table management stands out, providing us with accurate and compliant solutions tailored to our specific needs. This combination of outstanding service and specialized knowledge truly sets them apart in the industry.

Are there any areas for improvement or something Eqvista could have done differently?

While Eqvista provided excellent service, there are a couple of areas for improvement:

In-App Tutorials: Enhancing in-app tutorials for new users could facilitate a smoother onboarding experience and help users better navigate the platform.
Expanded Reporting Options: Offering more customizable reporting features would allow clients to tailor outputs to meet specific needs more effectively.
Overall, these adjustments could further enhance the user experience and functionality of their services.

BACKGROUND

Please describe your company and position.

I am a Finance Manager for a software development and marketing company.

Describe what your company does in a single sentence.

Our company is an end-to-end provider of software development and digital marketing services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Eqvista to accomplish?

• 409A valuation

SOLUTION

How did you find Eqvista?

• Online Search
• Other

Why did you select Eqvista over others?

Good value for cost

Describe the scope of work in detail. Please include a summary of key deliverables.

Eqvista was engaged to manage our company’s equity structure by providing a comprehensive cap table management platform. Their solution enabled seamless electronic issuance and transfer of shares, along with tools for equity tracking and shareholder reporting.

 
Key Deliverables
Implementation of cap table management

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Accurate and compliant 409A valuation completed smoothly, ensuring IRS-safe harbor standards were met
Streamlined cap table management as the company scaled and equity structure grew complex

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Eqvista demonstrated excellent project management by consistently delivering all services—including 409A valuation and cap table setup—on time and with high accuracy. Their team was highly responsive, proactive in communication, and quick to address our queries or changes, ensuring a smooth and stress-free experience throughout the engagement.

What was your primary form of communication with Eqvista?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I have been using Eqvista to manage my company's cap table, and I am very satisfied with their service. The platform is user-friendly and makes equity management straightforward, even as our cap table grows more complex. I appreciate how easy it is to issue and transfer shares electronically, eliminating the hassle of paperwork. The visualizations and charts help me understand share distribution and dilution clearly.

What stands out most is their excellent customer support. The team is always responsive, knowledgeable, and ready to assist with any questions I have. Their guidance has made managing our equity much smoother and less stressful. Eqvista has simplified cap table management for our company, and I highly recommend their platform to any founder or business looking to efficiently manage equity and shareholder information.

Are there any areas for improvement or something Eqvista could have done differently?

While the platform is intuitive, enhanced in-app tutorials or onboarding videos could further assist first-time users in navigating advanced features without relying on support.

BACKGROUND

Please describe your company and position.

I am the Co Founder of Biodimension Technology Private Limited

Describe what your company does in a single sentence.

Biodimension Technology Private Limited. develops bioprinted human skin constructs as cutting-edge, non-animal alternatives for cosmetic and pharmaceutical testing, enabling ethical, accurate, and regulatory-compliant product evaluation.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Eqvista to accomplish?

• We did not hire Eqvista for a specific objective; rather, they approached us to feature Biodimension in their Founders Cover Story series, recognizing our innovative work in bioprinting and non-animal testing models. We were honored to share our journey and vision through their platform, which helped us gain visibility among a broader entrepreneurial and investor audience.

SOLUTION

How did you find Eqvista?

Referral

Why did you select Eqvista over others?

• Referred to me
• Company values aligned

How many teammates from Eqvista were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Digital promotion of the article through their channels, increasing visibility among startup and investor communities.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Positive recognition from peers, investors, and industry stakeholders, who reached out after reading the feature.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Eqvista demonstrated excellent project management throughout the Founders Cover Story process. Their team was organized, communicative, and timely—they provided clear guidelines for the interview, followed up proactively, and shared content drafts for approval without delay.

They were also receptive to our inputs, ensuring the final story accurately reflected our journey and vision. Overall, the collaboration was smooth and professional, with all deliverables published within the agreed timeframe.

What was your primary form of communication with Eqvista?

Email or Messaging App

What did you find most impressive or unique about this company?

Their platform stands out for offering visibility to emerging innovators in niche sectors like biotechnology, and their editorial professionalism made the entire experience seamless and impactful.

Are there any areas for improvement or something Eqvista could have done differently?

While our experience with Eqvista was overwhelmingly positive, one area of potential improvement could be enhancing post-publication engagement. For instance, offering guidance or support on how founders can leverage the article across PR, social media, and investor communications would add even more value.

Additionally, a follow-up feature or series update could help maintain long-term visibility for featured founders as their startups evolve.

That said, the team was highly professional and responsive throughout, and we truly appreciated the opportunity to collaborate.

BACKGROUND

Please describe your company and position.

I am the CEO of Dapper Boi, Inc.

Describe what your company does in a single sentence.

Dapper Boi is an all-gender, size-inclusive e-commerce clothing brand.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Eqvista to accomplish?

409A Valuation

SOLUTION

How did you find Eqvista?

Referral

Why did you select Eqvista over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me

How many teammates from Eqvista were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We engaged Eqvista to perform detailed and precise 409a valuations, ensuring regulatory compliance and providing us with a dependable assessment of our company's value for equity compensation purposes.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The measurable outcomes from the 409a valuation project included securing a validated fair market value for our common stock, ensuring compliance with IRS regulations, enabling accurate equity compensation decisions, and providing transparency for our employees.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Eqvista demonstrated effective project management by consistently delivering 409a valuation reports on time and being highly responsive to our needs throughout the process. Their team communicated proactively, promptly addressed our concerns, and ensured all our requirements were met.  They demonstrated a streamlined workflow and were highly flexible and receptive to feedback.

What was your primary form of communication with Eqvista?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most about Eqvista was their unwavering commitment to customer support and their thoroughness in answering our questions about the 409a valuation and process.  I was also very impressed with their in-depth market research.

Are there any areas for improvement or something Eqvista could have done differently?

N/A

BACKGROUND

Please describe your company and position.

I am the Audit Manager of a Business Services Company

Describe what your company does in a single sentence.

Provide outsourcing service to worldwide clients

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Eqvista to accomplish?

• We hired Eqvista to conduct thorough and accurate 409a valuations, ensuring compliance with regulatory requirements and providing us with a reliable assessment of our company's worth for equity compensation purposes

SOLUTION

How did you find Eqvista?

Referral

Why did you select Eqvista over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Eqvista were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Eqvista performed a detailed 409a valuation for our company, analyzing financial data, market trends, and risk factors to determine our FMV. We received a comprehensive valuation report with methodology, assumptions, and findings, along with ongoing support for equity issuance.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Measurable outcomes from the 409a valuation project included obtaining a validated fair market value for our common stock, ensuring compliance with IRS regulations, facilitating accurate equity compensation decisions, and providing transparency for our employees.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Eqvista exhibited effective project management by delivering 409a valuation reports on time and being responsive to our needs throughout the process. Their team communicated proactively, addressed our concerns promptly, and ensured that our requirements were met.

What was your primary form of communication with Eqvista?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most about Eqvista was their commitment to customer support and answering our questions about the 409a valuation and process.

Are there any areas for improvement or something Eqvista could have done differently?

None.