With over $4T in company assets valued for diverse clients from pre-seed startups to unicorns and VCs, Eqvista stands as a premier equity management and valuation provider trusted by thousands of founders and maintains top rankings on major review platforms, including #1 Equity Management Platform on G2 and Clutch.
Our AI-powered, human-delivered approach combines advanced systems with NACVA-certified valuation specialists and breakthrough Eqvista Real-Time Company Valuation® technology to deliver rapid, competitively-priced, highly-rated solutions. Every service includes comprehensive support and integrates with our premium platform suite.
Our Services:
Affordable and compliant 409A valuations with lifetime audit support and full IRS defense
Eqvista Real-Time Company Valuation® - instant, always-current fair market value
Full range of valuation services delivered by our in-house NACVA-certified valuation team
Comprehensive equity platform with waterfall analysis and round modeling tools
Complete compliance and filings, including ASC 718, 83(b) elections, QSBS attestation, and other IRS filings like Form 8594 & Form 3921
Our 409A valuation pricing starts at:
$990 for Startup/Pre-Revenue
$1,290 for F&F/Angel
$1,990 for Seed Stage
$2,590 for Series A
Custom for Series B+
Pricing tiers are based on funding rounds but may vary depending on other factors, including total revenue, number of employees, and capital structure. Contact our team for an accurate quotation based on your specific requirements.
In addition to our standard valuation services, we also offer an expedited valuation service (3-5 business days) for $490.
Introducing Eqvista Real-Time Company Valuation®
Traditional valuations require waiting weeks for reports that quickly become obsolete. Our innovative Eqvista Real-Time Company Valuation® feature solves this challenge by maintaining current fair market value as your business evolves, ensuring companies stay compliant with regulations.
Eqvista offers competitive pricing and good value for cost, particularly in 409A valuations and cap table management. Clients appreciate their responsiveness and timely delivery, with many noting that their services fit within budget constraints, making them suitable for startups and growing companies.
Clients consistently mentioned Eqvista's responsive customer support, emphasizing the team's promptness in addressing queries and providing detailed explanations throughout the project timeline.
Cost-Effective Services
Eqvista is frequently noted for offering good value for money, with pricing that fits client budgets while delivering high-quality services, making them a popular choice among startups and small businesses.
High-Quality Valuation Reports
Clients appreciated the thoroughness and quality of Eqvista’s valuation reports, which include detailed analyses and are often accepted without issue by auditors.
Professional Project Management
Eqvista has been commended for their professional project management, consistently delivering projects on time and maintaining clear communication, which ensures alignment with client goals.
Efficient Cap Table Management
Eqvista's platform for cap table management is highlighted for its efficiency and user-friendliness, which has helped clients streamline their equity management processes significantly.
Room for Improvement in Tutorials
Some clients suggested that Eqvista could enhance user experience by providing more detailed onboarding resources or tutorials to help new users navigate their platform effectively.
Business Valuation Services for Digital Loan Platform
Business Valuation Services
Less than $10,000
Feb. - Mar. 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Eqvista's flexibility and attention to detail were impressive."
Jun 4, 2024
CTO, Community Capital Technology Inc
Rod Saunders
Verified
Financial services
New York City, New York
11-50 Employees
Online Review
Verified
Eqvista revised the 409A valuation for a digital loan and business intelligence platform.
Eqvista delivered the client's 409A valuation. The team was very flexible and showcased impressive attention to detail. Eqvista completed the project ahead of schedule, meeting timeline expectations. Eqvista was adaptable and open to criticism, communicating via email and virtual meetings.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CTO of Community Capital Technology Inc
Describe what your company does in a single sentence.
Community Capital is a digital loan trading exchange and business intelligence platform providing financial institutions – along with other originators and credit investors – a simpler, smarter and more cost-effective way to buy, sell and/or participate out loans of any type.
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
Good value for cost
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.
Revised 409a Valuation
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Delivery of a 409a in a timely manner.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They completed the project ahead of schedule and met our timeline expectations. They were really adaptable and open to criticism.
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?
Eqvista's flexibility and attention to detail were impressive.
Are there any areas for improvement or something Eqvista could have done differently?
No, the process was rather easy to follow.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
409A Valuation for Digital Product Development Company
Business Valuation Services
Less than $10,000
April 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Eqvista offered thorough and accurate valuation services. I was impressed by their speed and the reports' quality."
May 30, 2024
Co-Founder & COO, Mobisoft Infotech
Ravindra Waghmare
Verified
Information technology
Houston, Texas
201-500 Employees
Online Review
Verified
Eqvista was hired by a digital product development company to provide valuation services. The team conducted a 409A valuation for the client.
Eqvista offered clear guidance throughout the valuation process, provided prompt responses and transparent communication through virtual channels, and explained the logic behind each step. The team demonstrated professionalism, conducted the process quickly, and showed thoroughness and accuracy.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Co-Founder and COO of Mobisoft Infotech
Describe what your company does in a single sentence.
Mobisoft Infotech is a digital product development company
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Eqvista to accomplish?
409a valuation
SOLUTION
How did you find Eqvista?
Online Search
Why did you select Eqvista over others?
High ratings
Pricing fit our budget
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.
Offering clear guidance throughout the valuation process. Their prompt responses to enquiries and transparent communication channels ensure smooth file requests and follow-ups. Moreover, they provide insightful consultation on our company's forecast, aligning it with market realities.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Great team to work with.
Went through the process step by step and revealed their logic at each phase in determining the value of the software.
The full process was quick and professional.
They are well informed with the valuation.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Interaction was easy and very fast, when we asked for more information or details, they came back to us in hours
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?
Eqvista offered thorough and accurate valuation services. I was impressed by their speed and the reports' quality.
Are there any areas for improvement or something Eqvista could have done differently?
none
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Initial Business Valuation Services for Data Technology Co
Business Valuation Services
Less than $10,000
May 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"I feel like, for the price, Eqvista offered us world-class service and attention."
May 17, 2024
CFO, SportsDataIO
Rob Brumfield
Verified
Information technology
Philadelphia, Pennsylvania
51-200 Employees
Online Review
Verified
Eqvista was hired by a data technology company to provide an initial business valuation. The team conducted an initial business valuation spanning multiple years.
Eqvista provided professional, accurate services at an excellent price point, meeting the client's expectations. The team consistently delivered tasks on time, made adjustments to accommodate client requests, and maintained great communication, providing regular updates as the project progressed.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CFO of SportsDataIO
Describe what your company does in a single sentence.
Data Technology
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Eqvista to accomplish?
Obtain an initial equity valuation
SOLUTION
How did you find Eqvista?
Online Search
Why did you select Eqvista over others?
High ratings
Pricing fit our budget
Great culture fit
Good value for cost
Describe the scope of work in detail. Please include a summary of key deliverables.
Provide an initial business valuation for multiple years.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Equivista provided a professional, timely and accurate service we were extremley satisfied with at an excelent price point. Their communication and processes were world class and we received updates from them almost daily as the project progressed.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Extremley communicative and accomodaiting to our requests. They beat their deadline even with us adding some changes.
What was your primary form of communication with Eqvista?
Email or Messaging App
What did you find most impressive or unique about this company?
I feel like, for the price, Eqvista offered us world-class service and attention.
Are there any areas for improvement or something Eqvista could have done differently?
None
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Business Valuation for Residential Services Platform
Business Valuation Services
Start Up Valuations
Less than $10,000
Apr. - May 2024
5.0
Quality
4.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They were very flexible and open to feedback."
May 9, 2024
VP of Finance, Residential Services Platform
Anonymous
Verified
eCommerce
Austin, Texas
11-50 Employees
Online Review
Verified
Eqvista updated a 409A valuation for a residential services platform, which included conducting a comparable market analysis.
Eqvista successfully delivered the project ahead of schedule — they completed the task before the client's existing 409A valuation expired. Eqvista demonstrated a streamlined workflow and was highly flexible and open to feedback.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the VP of Finance of a Residential Services Platform
Describe what your company does in a single sentence.
Platform for residential services.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Eqvista to accomplish?
409a
SOLUTION
How did you find Eqvista?
Referral
Why did you select Eqvista over others?
Pricing fits our budget
Good value for cost
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.
Updated 409a Valuation
Market comparables analysis
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Delivery of a 409a on a timely manner before our old 409a expires.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They delivered the project ahead of schedule and managed our timing expectations. They were very flexible and open 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?
Very flexible and open to feedback. Not too stuck in their methods.
Are there any areas for improvement or something Eqvista could have done differently?
No it was pretty seamless process.
RATINGS
5.0
Quality
4.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Business Valuation for Electrical Vehicle Manufacturer
Business Valuation Services
Enterprise Valuations
+3
$1,000,000 to $9,999,999
Jan. 2023 - May 2024
4.5
Quality
5.0
Schedule
4.5
Cost
4.0
Willing to Refer
1.0
"I was extremely satisfied with the deliverables."
May 9, 2024
Director & CEO, Electrical Vehicle Manufacturer
Anonymous
Verified
Automotive
Pakistan
11-50 Employees
Online Review
Verified
Eqvista provided business valuation services for an electrical vehicle manufacturer. Eqvista performed a 409A valuation on the client's company and delivered final reports.
Eqvista delivered high-quality reports and had an outstanding interaction with the client. The team was knowledgeable and personable, making the client feel comfortable to discuss complex matters. Eqvista delivered work on time and was quick to respond to the client's communications.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Director and CEO of an electric vehicle manufacturer.
Describe what your company does in a single sentence.
Electric Vehicle design, development and manaufacturing
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Eqvista to accomplish?
409A Valuation
SOLUTION
How did you find Eqvista?
Online Search
Why did you select Eqvista over others?
Pricing fit our budget
Good value for cost
How many teammates from Eqvista were assigned to this project?
1 Employee
Describe the scope of work in detail. Please include a summary of key deliverables.
I have worked closely with Mr. Colin from Eqvista on our project over course of last 9 to 12 months. My interaction with him was outstanding and I have found him very knowledgeable, quick to respond and very personable. I was extremely satisfied with the deliverables. All reports were of high quality and were delivered within specified time.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
quality of reports
timeliness of deliverables
Describe their project management. Did they deliver items on time? How did they respond to your needs?
timely delivery
quick to respond
What was your primary form of communication with Eqvista?
Email or Messaging App
What did you find most impressive or unique about this company?
Very personable and candid. Felt very comfortable to discuss complex matters.
Are there any areas for improvement or something Eqvista could have done differently?
Just clearly state on their website what unlimited number of valuations mean, so that there are no surprises.
RATINGS
4.5
Quality
5.0
Service & Deliverables
Schedule
4.5
On time / deadlines
Cost
4.0
Value / within estimates
Willing to Refer
1.0
NPS
Business Valuation Services for Media Technology Platform
Business Valuation Services
Confidential
Apr. - May 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Their thoroughness and responsiveness were impressive."
May 8, 2024
CEO, Media Technology Platform
Lavell Juan
Verified
Media
New York City, New York
1-10 Employees
Online Review
Verified
Eqvista provided business valuation services to a media technology platform. They conducted a 409(a) analysis to find the fair market value of the client's common stock.
Eqvista helped the client determine their common stock's fair market value, providing them with the information they needed for their DCF analysis. Their team demonstrated thoroughness and offered detailed responses. Moreover, they communicated effectively through email and messaging apps.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CEO of a media technology platform.
Describe what your company does in a single sentence.
We're a media-tech platform that leverages casual college gaming to connect brands with Gen Z, providing a blend of digital and in-person engagements and focusing on monetization through strategic partnerships, tournaments, and a data-centric marketing approach.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Eqvista to accomplish?
409(a) valuation
SOLUTION
How did you find Eqvista?
Online Search
Why did you select Eqvista over others?
High ratings
Pricing fit our budget
Good value for cost
Describe the scope of work in detail. Please include a summary of key deliverables.
We are conducting a valuation to find the fair market value (“FMV”) of our company's common stock for the purposes of preparing financial statements and reports.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
DCF
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Yes, very detailed responses and follow-up.
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 thoroughness and responsiveness were impressive.
Are there any areas for improvement or something Eqvista could have done differently?
The ability to have a zoom or clarify things in person.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Business Valuation Services for B2B Marketplace
Business Valuation Services
Less than $10,000
April 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Eqvista met our needs in a timely fashion."
Apr 28, 2024
CFO, B2B Marketplace
Anonymous
Verified
Business services
Montreal, Quebec
11-50 Employees
Online Review
Verified
Eqvista produced a 409A valuation report for a B2B marketplace — The client used the output to determine the strike price for stock options distributed through their Employee Stock Ownership Plan (ESOP).
Eqvista successfully delivered the project within the agreed-upon schedule — they met all of the client's needs. They also demonstrated stellar responsiveness throughout the engagement. Ultimately, the client was pleased with the engagement.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CFO of a B2B Marketplace
Describe what your company does in a single sentence.
B2B Marketplace
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Eqvista to accomplish?
Provide a 409A Valuation Report
SOLUTION
How did you find Eqvista?
Online Search
Why did you select Eqvista over others?
High ratings
Pricing fits our budget
Good value for cost
How many teammates from Eqvista were assigned to this project?
1 Employee
Describe the scope of work in detail. Please include a summary of key deliverables.
Eqvista provided a 409A Valuation report which we will use to inform the strike price of options issued via our company ESOP.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Valuation report provided in a timely fashion
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Eqvista delivered the valuation report on time and was responsive.
What was your primary form of communication with Eqvista?
Email or Messaging App
What did you find most impressive or unique about this company?
Eqvista met our needs in a timely fashion.
Are there any areas for improvement or something Eqvista could have done differently?
None
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
409A Valuation for Chemicals & Biotechnology Company
Business Valuation Services
Start Up Valuations
Less than $10,000
April 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
4.5
"They are great."
Apr 17, 2024
CEO, Chemicals & Biotechnology Company
Anonymous
Verified
Other industries
San Francisco, California
1-10 Employees
Online Review
Verified
Eqvista provided 409A valuation for a chemicals and biotechnology company. The team handled the services.
Eqvista delivered the valuation on time. The team was efficient, hardworking, and responsive to the client's business needs. The client was impressed with the good value and fast delivery. Communication was effective through virtual meetings, emails, and messages.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CEO of a chemicals & biotechnology company
Describe what your company does in a single sentence.
Biotech
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Eqvista to accomplish?
Timely valuation delivery
SOLUTION
How did you find Eqvista?
Online Search
Why did you select Eqvista over others?
Pricing fit our budget
Good value for cost
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.
409A valuation
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success? Good communication, good value, fast delivery
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Yes. Very responsive!
What was your primary form of communication with Eqvista?
Virtual Meeting
Email or Messaging App
Are there any areas for improvement or something Eqvista could have done differently?
No, they are great
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
4.5
NPS
409a Valuation Services for Biodata Analysis Software Co
Business Valuation Services
Enterprise Valuations
Less than $10,000
Jan. - Feb. 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Their team provided excellent communication and responsiveness to our questions and adjustment needs."
Mar 12, 2024
CEO, MassMatrix, Inc.
Dave Ditmars
Verified
Other industries
Columbus, Ohio
1-10 Employees
Online Review
Verified
Eqvista provided annual 409a valuation services to help a biodata analysis software company with their recapitalization efforts.
Eqvista delivered the annual report within the agreed-upon time frame. Their team responded promptly to the client's needs and communicated effectively through email, messaging apps, and virtual meetings. They also demonstrated impressive teamwork and dedication to completing the project.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CEO of MassMatrix, Inc..
Describe what your company does in a single sentence.
Develops biodata analysis software for RNA therapeutics R&D laboratories.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Eqvista to accomplish?
Provide an annual 409a valuation for our recapitalization
SOLUTION
How did you find Eqvista?
Online Search
Why did you select Eqvista over others?
High ratings
Pricing fit our budget
Good value for cost
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 a 409a company valuation for our young company to enable recapitalization in preparation tor seeking more investors and to provide incentive stock options to reward employees.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Eqvista provided the annual report we needed in the timeframe that met our needs. Their team provided excellent communication and responsiveness to our questions and adjustment needs.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
The team provided the report update in the timeline needed. They were very responsive to our needs.
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?
We are impressed by their teamwork and attention to fulfilling our project.
Are there any areas for improvement or something Eqvista could have done differently?
Eqvista does an excelling job of helping us establish and update our company valuation as we grow toward meeting our objectives and goals. We recommend Eqvista without reservation.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
"Overall very satisfied with this service.
Showing 21-29 of
29 Reviews
409A Valuation
Get your company’s valuation performed by Eqvista,
one of the leading 409A valuations providers.
Small
Startup Companies (1 year in business, pre-rev)
$990
/total
Expedite Services ($490): In 3 to 5 working days
10
day
delivery
Medium
Seed Funded Companies
$1,990
/total
Expedite Services ($490): In 3 to 5 working days
10
day
delivery
Large
Series A Funded Companies
$2,590
/total
Expedite Services ($490): In 3 to 5 working days
10
day
delivery
Features
Small
$990
/total
Medium
$1,990
/total
Large
$2,590
/total
Expedite Services ($490)
In 3 to 5 working days
In 3 to 5 working days
In 3 to 5 working days
Small
$990
/total
Expedite Services ($490)
In 3 to 5 working days
Medium
$1,990
/total
Expedite Services ($490)
In 3 to 5 working days
Large
$2,590
/total
Expedite Services ($490)
In 3 to 5 working days
Our Story
At Eqvista, we have a well-versed team of valuation experts who know the ins and outs of each industry and use that knowledge to plan a thorough approach to the challenge. We provide company valuation services to companies of all sizes, from start-ups to multinationals, and to all of their clients in the major industries.Our experts are professional at identifying potential risks and opportunities, providing guidance to make informed financial decisions when it comes to equity.
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