With over $200 billion in equity 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 like Clutch and G2.
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 Startups
$1,290 for Funded
$1,990 for Seed Stage
$2,590 for Series A
$3,590 for Series B
$4,290 for Series C
Custom for Series C+
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.
Min project size
Undisclosed
Hourly rate
Undisclosed
Employees
10 - 49
Locations
San Francisco, CA
Year founded
Founded 2018
Languages
Timezones
1 Language that we service
English
1 Timezone that we service
PST
Pacific Standard Time (PST)
2 Locations
San Francisco , CA
Las Vegas , NV
No have been added yet...
Pricing Snapshot
Min. project size
Undisclosed
Avg. hourly rate
Undisclosed
Rating for cost
4.9
/5
What Clients Have Said
Clients consistently highlight Eqvista's pricing as fitting their budget while providing good value for the cost. Many reviews emphasize their responsiveness, timely delivery of 409A valuations, and effective project management, indicating strong overall value.
Clients describe their collaboration with Eqvista as seamless and professional, appreciating the organized approach and professionalism exhibited by the team during engagements. This has led to successful project outcomes and client satisfaction.
User-Friendly Platform with Room for Improvement
While Eqvista's platform is generally user-friendly and effective, clients noted that enhanced tutorials and onboarding materials could further ease navigation for new users. This suggests an opportunity for Eqvista to improve the user experience.
Timely Delivery and Efficient Project Management
Eqvista is recognized for delivering projects on time, often ahead of schedule. Their efficient project management ensures that deliverables are met within agreed timelines, which clients found crucial for meeting internal deadlines and strategic planning.
High-Quality Reports and Detailed Analysis
Clients were impressed by the high quality and detail of Eqvista's valuation reports. The comprehensive analysis, including financial data and market trends, provided valuable insights for strategic decision-making and compliance.
Responsive and Proactive Customer Support
Clients commend Eqvista's responsiveness and proactive communication. The team is noted for addressing inquiries quickly, providing detailed guidance, and maintaining clear communication throughout projects, enhancing client satisfaction and trust.
Flexibility and Willingness to Adapt
Eqvista is praised for their flexibility and willingness to adapt to client needs. They are open to feedback and make necessary adjustments, ensuring that services are tailored to meet specific client requirements effectively.
Business Valuation Services for Fintech Services Company
Featured Review
Business Valuation Services
Less than $10,000
August 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They had a friendly, responsive team that quickly delivered great work and value."
Aug 25, 2024
Founder, OZ FundHub
Anonymous
Verified
Financial services
Los Altos, California
1-10 Employees
Online Review
Verified
Eqvista completed 409a valuation to facilitate an ownership change for a fintech services company.
Eqvista quickly understood the client’s needs and delivered the project within the given timeframe. The team was highly communicative throughout the partnership, and internal stakeholders were particularly impressed with the service provider's agility and quality of deliverables.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Founder of OZ FundHub
Describe what your company does in a single sentence.
Techonology/Financial Services platform
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
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.
We needed a 409a valuation done quickly to facilitate an ownership change in our business.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Eqvista responded rapidly to our inquiry, understood what we needed (409a valuation), and delivered in short order. Friendly, responsive team that delivers great work/value quickly.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Eqvista responded rapidly to our inquiry, understood what we needed (409a valuation), and delivered in short order. They had a friendly, responsive team that quickly delivered great work and value.
What was your primary form of communication with Eqvista?
Virtual Meeting
What did you find most impressive or unique about this company?
Speed of response and quality of service
Are there any areas for improvement or something Eqvista could have done differently?
nothing notable
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
Software Setup & 409A Valuation for Medical Software Firm
Business Valuation ServicesCustom Software Development
Less than $10,000
Feb. 2025 - Ongoing
5.0
Quality
4.5
Schedule
5.0
Cost
4.0
Willing to Refer
4.5
"The value, professionalism, and commitment to passing on savings to their clients stand out."
Nov 7, 2025
COO, Nested Knowledge
Kathryn Cowie
Verified
Information technology
Saint Paul, Minnesota
11-50 Employees
Online Review
Verified
Eqvista has set up their web-based software to help a medical software firm manage capitalization tables and issue stock grants. They've also offered 409A valuation services.
Eqvista has helped the client save costs compared to their previous provider. The team has been responsive to inquiries and communicated via email and messaging apps. They've also impressed the client with their professionalism, the value they've added, and their commitment to passing on savings.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the COO of Nested Knowledge
Describe what your company does in a single sentence.
Nested Knowledge provides software for synthesizing clinical evidence from the published medical literature.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Eqvista to accomplish?
Manage our capitalization table
Complete annual 409(a) valuations
Reduce saas costs
SOLUTION
How did you find Eqvista?
Online Search
Why did you select Eqvista over others?
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.
EQ Vista provides web-based software for managing our cap table and issuing stock grants. and They also offer 409(a) valuation services.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
The cost savings compared to our previous provider Carta were important to use as a start-up.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
EQVista has always been incredible responsive to inquiries.
What was your primary form of communication with Eqvista?
Email or Messaging App
What did you find most impressive or unique about this company?
The value, professionalism, and commitment to passing on savings to their clients stand out.
Are there any areas for improvement or something Eqvista could have done differently?
The user interface could be easier to navigate.
RATINGS
5.0
Quality
4.5
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
4.0
Value / within estimates
Willing to Refer
4.5
NPS
409A Valuation Services for Enterprise Solutions Provider
Business Valuation Services
Less than $10,000
Mar. 2023 - Jan. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"That combination of affordability, quality, and hands-on service really set Eqvista apart in the 409A valuation space."
Jun 4, 2025
Co-Founder & Chairman of the Board, LeverX
Victor Lozinski
Other industries
South Miami Heights, Florida
1,001-5,000 Employees
Online Review
Eqvista provided a 409A valuation for an enterprise solutions provider. They reviewed the client's financial statements, assessed their market and growth stage, and drafted a compliant 409A valuation report.
Eqvista streamlined the client's financial data, creating a solid foundation for future valuations, audits, and compliance. The team's efficient project management enabled them to deliver the 409A valuation report ahead of schedule. They also established clear process outlines and communicated well.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Co-founder and Chairman of the Board of LeverX
Describe what your company does in a single sentence.
LeverX is an SAP Gold Partner, SAP Global Strategic Supplier, and enterprise solutions provider for businesses worldwide, including companies from the Fortune 500 list.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Eqvista to accomplish?
We hired Eqvista to perform a 409A valuation for our early-stage startup to ensure IRS compliance when issuing stock options to employees. Our goal was to get a safe harbor-compliant fair market valuation that could be used for equity planning and investor reporting.
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 was engaged to provide a comprehensive 409A valuation for our company. The scope included:
A detailed review of our financial statements, cap table, and business model Assessment of our market, growth stage, and comparable companies Application of industry-standard valuation methods (e.g., income approach, market approach, and/or asset-based approach) Drafting and delivery of a fully compliant, IRS safe harbor 409A valuation report Their team also provided ongoing consultation, including clarifications for our board and legal counsel, and offered the flexibility to update the valuation as needed under their unlimited plan.
Key Deliverables:
409A Valuation Report — A professionally prepared and NACVA-compliant report, complete with supporting documentation, assumptions, and methodology
Valuation Summary Letter — A board-ready summary highlighting the valuation conclusion and safe harbor status 3
Consultation & Support — Direct communication with analysts to review inputs, methodology, and address any questions
Unlimited Updates (12 Months) — Access to updated valuations as our business metrics or funding situation changed
Eqvista’s work gave us everything we needed to confidently issue stock options, satisfy audit and investor requirements, and remain compliant with IRS regulations.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Improved Internal Processes: Working with Eqvista helped us organize and streamline financial data, setting a stronger foundation for future valuations, audits, and compliance procedures.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Project Management Feedback: Eqvista’s project management was efficient, professional, and highly responsive throughout the engagement.
They provided a clear outline of the process from day one, including what documents were needed, estimated timelines, and what to expect at each stage. Communication was excellent — we received timely updates, and our questions were answered quickly, usually within the same day.
Most importantly, they delivered the initial draft of the 409A valuation report ahead of schedule, and finalized everything on time as promised. We also appreciated their willingness to accommodate last-minute changes and provide explanations when needed, especially during internal review and board discussions.
Their responsiveness and reliability made the entire process smooth and stress-free — we never had to chase them for updates or clarifications.
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 blend of deep valuation expertise and startup-friendly flexibility. Unlike many providers who offer rigid packages or slow turnaround, Eqvista truly understands the fast-paced needs of early-stage companies.
Their unlimited 12-month valuation plan is one of the most unique offerings we’ve seen — it gave us peace of mind knowing we could update our 409A valuation as our business evolved without extra costs or delays.
We also appreciated the high level of personal attention and responsiveness from their team. Even though they serve companies of all sizes, we always felt like a priority. They took the time to understand our business, explain their methodology, and provide clear, defensible results.
That combination of affordability, quality, and hands-on service really set Eqvista apart in the 409A valuation space.
Are there any areas for improvement or something Eqvista could have done differently?
Eqvista was great overall, but a dashboard to track valuation progress and a visual one-page summary of the report would make the experience even better. A quick onboarding guide would also help first-time users.
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 & Cap Table Mgmt for Real Estate Company
Business Valuation Services
Less than $10,000
June - Dec. 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
4.5
"Their team was always quick to respond with expert guidance."
May 14, 2025
CFO, Real Estate Company
Safaras Ayoob
Real estate
India
11-50 Employees
Online Review
Eqvista provided 409A valuation and cap table management for a real estate company. The team was tasked with managing the client's equity structure and ensuring compliance with the valuation.
Eqvista efficiently delivered a compliant 409A valuation and set up an accurate and scalable cap table that reduced manual work through digital share issuance and real-time updates. The team was professional, highly responsive, and quick to address the client's queries and provide guidance.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CFO of a real estate company.
Describe what your company does in a single sentence.
Propert Management and realestate company
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Eqvista to accomplish?
409A valuation and Cap Table
SOLUTION
How did you find Eqvista?
Online Search
Referral
Why did you select Eqvista over others?
Pricing fit our budget
Describe the scope of work in detail. Please include a summary of key deliverables.
We engaged Eqvista to manage our company's equity structure and ensure compliance through accurate 409A valuation and cap table management.
Key Deliverables: 409A valuation and cap table management.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Compliant 409A valuation delivered efficiently. Accurate and scalable cap table setup, accommodating increasing complexity Reduction in manual work through digital share issuance and real-time updates
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Eqvista delivered all milestones—including 409A valuation and cap table setup—on time with professionalism. Their team was highly responsive, addressed our queries promptly, and provided clear guidance throughout, making the process smooth and efficient.
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 combination of a highly intuitive platform and exceptional customer support stood out—they made complex equity management simple, and their team was always quick to respond with expert guidance
Are there any areas for improvement or something Eqvista could have done differently?
Sreamlining the dashboard layout would improve user navigation and overall experience.
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
Business Valuation Services for Digital Technology Company
Business Valuation Services
Less than $10,000
June 2023 - Mar. 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
4.0
"Eqvista’s combination of a user-friendly platform, deep equity expertise, and responsive support made them stand out."
May 7, 2025
Recruiter, Digital Technology Company
Anonymous
Verified
Other industries
Dallas, Texas
11-50 Employees
Online Review
Verified
Eqvista provided 409A valuation services for a digital technology company. The team was responsible for managing the client's cap table and creating a 409A valuation report for equity compliance.
Eqvista's efforts led to the client's completed 409A valuation, enabling them to support equity grants and fundraising. The team demonstrated excellent project management, delivering timely items and communicating clearly and proactively. Eqvista's deep equity expertise and custom support stood out.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Recruiter of a digital technology company.
Describe what your company does in a single sentence.
We're a digital technology company that helps enterprises solve complex transformation challenges through custom digital solutions, with a focus on better business outcomes.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Eqvista to accomplish?
Obtain a reliable 409A valuation for equity planning and compliance
SOLUTION
How did you find Eqvista?
Referral
Other
Why did you select Eqvista over others?
Referred to me
Describe the scope of work in detail. Please include a summary of key deliverables.
Scope of Work:
Setup and ongoing management of the cap table Facilitation of 409A valuation for equity compliance
Key Deliverables:
Fully managed and accurate cap table Completed and certified 409A valuation report
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Successfully completed a 409A valuation to support equity grants and fundraising
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Eqvista demonstrated strong project management, consistently delivering all items on time and maintaining clear, proactive communication. They responded quickly to our needs, provided tailored support, and adapted well to our evolving requirements, ensuring a smooth and efficient collaboration.
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 combination of a user-friendly platform, deep equity expertise, and responsive support made them stand out—they simplified complex equity processes while offering personalized, strategic guidance.
Are there any areas for improvement or something Eqvista could have done differently?
Eqvista could enhance their platform by adding more in-depth tutorials or onboarding guides for first-time users, though their responsive support team helped bridge the gap effectively.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
4.0
NPS
Corporate Law & Business Consulting for Digital Solutions Co
Business ConsultingCorporate Law
$10,000 to $49,999
Mar. 2023 - Jan. 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
4.0
"What impressed me most about Eqvista was their user-friendly platform, personalized support, and seamless integration."
May 6, 2025
Former Managing Partner, Digital Solutions Company
Safaras P
Other industries
India
11-50 Employees
Online Review
Eqvista managed and updated a digital solutions company's cap table, facilitated share issuance and equity planning, provided legal compliance documentation, and streamlined communication.
Eqvista's work reduced administrative overhead by 30%, maintained full compliance, and ensured timely updates and transparency in equity ownership. The team delivered all milestones on time, quickly responded to requests, and provided personalized solutions to meet the client's needs.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am a former managing partner for a digital solutions company
Describe what your company does in a single sentence.
The company delivers expert-led digital transformation solutions—trusted across 15+ industries—offering enterprise software services
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Eqvista to accomplish?
Streamline equity management processes
SOLUTION
How did you find Eqvista?
Referral
Why did you select Eqvista over others?
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.
Scope of Work:
Managed and updated cap table
Facilitated share issuance and equity planning
Provided compliance documentation for legal requirements
Streamlined shareholder communication
Offered expert guidance on equity structuring and planning
Key Deliverables:
Organized cap table
Issued shares to stakeholders
Equity planning tools
Compliance documentation and shareholder communication
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Improved Efficiency: Streamlined cap table management reduced administrative overhead by 30%, freeing up time for other strategic tasks.
Accurate Equity Tracking: Successfully issued shares to 15+ stakeholders with 100% accuracy, maintaining full compliance.
Increased Transparency: Enhanced shareholder communication, ensuring timely updates and transparency in equity ownership.
Regulatory Compliance: Ensured full compliance with equity regulations, preventing potential legal issues and delays in fundraising.
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. They delivered all milestones on time, maintaining clear communication and transparency at every stage. Whenever we had specific requests or adjustments, their team was quick to respond, providing tailored solutions to meet our evolving needs. Their proactive approach to addressing potential issues and ensuring deadlines were met contributed to the smooth execution of the project.
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 me most about Eqvista was their user-friendly platform, personalized support, and seamless integration of equity management and compliance solutions, making the entire process smooth and efficient.
Are there any areas for improvement or something Eqvista could have done differently?
One area for improvement could be expanding support materials, like detailed guides, to help new users get up to speed faster, though their customer support effectively addressed any queries.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
4.0
NPS
Business Valuation Services for Technology Company
Business Valuation Services
Less than $10,000
Aug. - Sep. 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Eqvista’s depth of knowledge and attention to detail were impressive."
Dec 17, 2024
Process Improvement, General Dynamics Information Technology
Scott Priddy
Other industries
Manassas, Virginia
10,001+ Employees
Online Review
Eqvista was hired by a technology company to help them perform a 409A valuation. The goal was to resolve a shareholder dispute and ensure compliance with IRS requirements for equity compensation.
Eqvista delivered a detailed 409A valuation report that met all IRS standards, playing a significant role in resolving the dispute and offering an unbiased assessment of the client's equity value. The team delivered on time, promptly responded to needs, and demonstrated keen attention to detail.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Process Improvement of General Dynamics Information Technology
Describe what your company does in a single sentence.
GDIT is a global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Eqvista to accomplish?
We hired Eqvista to help us perform a 409a valuation for our company. The valuation was critical in resolving a shareholder dispute and ensuring compliance with IRS requirements for equity compensation. Our main goal was to get an accurate, detailed, and defensible valuation report.
SOLUTION
How did you find Eqvista?
Online Search
Why did you select Eqvista over others?
High ratings
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.
The scope of work began with Eqvista collecting and analyzing our company’s financial documents. They conducted a thorough review of our business model and market conditions to deliver a detailed 409a valuation report. Key deliverables included:
A comprehensive and IRS-compliant 409a valuation report.
Supporting analysis and explanations that clarified the valuation process.
Consultations to address questions and ensure we understood the findings.
Their work helped us navigate the shareholder dispute efficiently while maintaining transparency and accuracy.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Receiving a detailed 409a valuation report that met all IRS standards and was well-received during discussions with shareholders. Their work played a significant role in resolving the dispute, as the valuation offered a clear and unbiased assessment of our company’s equity value.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Eqvista’s project management was excellent. They adhered to the timeline we discussed and delivered the valuation report ahead of schedule. Their team was responsive to our questions and needs, providing timely updates and clear explanations throughout the project.
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 depth of knowledge and attention to detail were impressive.
Their ability to simplify complex valuation concepts and tailor the report to address our shareholder dispute made them stand out.
Additionally, their professionalism and responsiveness exceeded our expectations.
Are there any areas for improvement or something Eqvista could have done differently?
everything was smooth and efficient.
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 Financial Services Company
Business Valuation Services
Less than $10,000
Oct. 2024 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Eqvista is very responsive and keeps things moving in a timely fashion."
Oct 23, 2024
Lead Project Manager, Block
Adam Christensen
Verified
Financial services
Oakland, California
10,001+ Employees
Online Review
Verified
A financial services company has hired Eqvista for their business valuation services. They've helped the client create a valuation report for a 20% equity partner for their company.
Eqvista has successfully delivered the valuation report with exhibits in a timely manner. They manage tasks well, utilizing a customer portal to upload documents securely and keep track of deliverables effectively. The team is also highly responsive to the client's needs.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Lead Project Manager of Block
Describe what your company does in a single sentence.
They work across business groups and around the globe, spanning time zones and disciplines to develop inclusive People policies, forecast finances, give legal counsel, safeguard systems, nurture new initiatives, and more.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Eqvista to accomplish?
Calculate the value of a 20% ownership interest in Block
SOLUTION
How did you find Eqvista?
Online Search
Referral
Why did you select Eqvista over others?
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.
We consulted Eqvista to provide a valuation report for a 20 equity partner for our company in which they did perfectly.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Delivery of a finished calculation of value report with exhibits.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Eqvista is very responsive and keeps things moving in a timely fashion. They absolutely delivered the draft and then the final report on time.
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 enjoyed the customer portal and having the security of uploading documents and also a project timeline and tasks to complete to show the progress.
Are there any areas for improvement or something Eqvista could have done differently?
I can`t think of any improvement needed as far as I'm concerned
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 Services for DAO Company
Business Valuation Services
Less than $10,000
June - July 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They were kind and quick to respond to any questions we had."
Jul 2, 2024
Co-Founder, PoSciDonDAO Foundation
Marco Huberts
Verified
Other industries
Panama, Panama
1-10 Employees
Online Review
Verified
Eqvista provided business valuation services for a DAO company. The team conducted a 409A valuation for the client.
Eqvista completed the project quickly — they delivered the 409A valuation form within two weeks. The team boasted an ability to work efficiently without compromising the quality and accuracy of their outputs. They were also flexible in making changes and prompt in responding to queries.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Co-Founder of PoSciDonDAO Foundation
Describe what your company does in a single sentence.
Fund personalized medicine research by leveraging blockchain technology
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Eqvista to accomplish?
Creating a 409a valuation for our organisation
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
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.
We requested a 409a valuation form and received it within 2 weeks.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
To receive the 409a valuation form for our organisation.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Yes they were flexible and on time with the deliverable. They were kind and quick to respond to any questions we had.
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 pricing is related to the size of the business requesting a 409a valuation form. We are a small business still so the pricing fit our budget. Also, their report is comprehensive and accurate.
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 Services for Solar Projects Company
Business Valuation Services
Less than $10,000
May - June 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"I was most impressed by their thorough follow-up and quick response time to any questions."
Jun 5, 2024
VP of Finance, Cenergy Power
Roger McMillan
Verified
Other industries
Aliso Viejo, California
51-200 Employees
Online Review
Verified
Eqvista completed 409A valuations for a solar projects company to support their annual financial audit. The team used the client's input to complete the valuations.
Eqvista successfully delivered a 409A valuation report that was accepted by the auditors. The team was highly responsive, delivered work on time, and offered high-level customer service. Moreover, they provided thorough follow-ups and quick response times via email and virtual meetings.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the VP - Finance of Cenergy Power
Describe what your company does in a single sentence.
We develop, build, own and operate community solar projects throughout the US.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Eqvista to accomplish?
Complete a 409A Valuation of our company for our FY 2023 GAAP Audit
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 was hired by our company to complete 409A valuations that were needed for our annual financial audit. This required us to provide EqVista with details regarding our company so they could complete the valuation.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Completed 409A Valuation Report accepted by our Auditors
Describe their project management. Did they deliver items on time? How did they respond to your needs?
The team at EqVista was very responsive and provided a high level of customer service. They delivered all items on time and sent them to us via email.
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 was most impressed by their thorough follow-up and quick response time to any questions and/or concerns.
Are there any areas for improvement or something Eqvista could have done differently?
None noted
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
Showing 11-20 of
29 Reviews
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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