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Business Valuation & 409a Valuation Provider

Eqvista provides affordable and compliant 409A valuations performed by a team of NACVA - Certified valuation analysts.Eqvista offer tools like waterfall analysis and round modelling .Platform ensures companies stay compliant with laws and regulations,including ASC 718 and Sec 83(b) elections.

  • $1,000+
  • $50 - $99 / hr
  • 10 - 49
  • San Francisco, CA
  • Founded 2018

1 Language that we service

  • English

1 Timezone that we service

PST
Pacific Standard Time (PST)

2 Locations

  • San Francisco , CA
  • Las Vegas , NV

Focus

No data have been added yet...

Pricing Snapshot

Min. project size $1,000+
Avg. hourly rate $50 - $99 /hr
Rating for cost 4.9 /5

What Clients Have Said

Clients consistently highlight Eqvista's pricing as budget-friendly and offering good value for cost. Their services, particularly for 409A valuations, are noted for timely delivery and responsiveness, with no specific project costs mentioned.

This summary is based on verified Clutch reviews.

Most Common Project Size

< $10,000 based on 13 reviews
< $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000
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Eqvista Review Insights

Overall Review Rating

5.0
  • Quality 4.9
  • Schedule 5.0
  • Cost 4.9
  • Willing to Refer 4.7

Top Mentions

Review Highlights

  • High-Quality Valuation Reports

    Clients were impressed with the quality and thoroughness of Eqvista's valuation reports. The detailed insights and accuracy provided helped clients in decision-making and compliance processes.

  • Timely Deliveries and Responsiveness

    Clients consistently praised Eqvista for delivering valuation reports on time and being highly responsive to inquiries and project needs. This demonstrates their strong project management skills and commitment to meeting client expectations.

  • Room for Improvement in Communication Options

    While communication was generally praised, a client suggested that adding options like Zoom for clarifying complex matters could enhance Eqvista's service offering.

  • Effective Communication and Customer Support

    Eqvista is recognized for their proactive communication and outstanding customer support, ensuring clients feel informed and supported throughout the valuation process.

  • Positive Client Engagement and Relationship Building

    The personable and knowledgeable approach of Eqvista's team led to positive client experiences, fostering strong working relationships and trust.

  • Streamlined Workflow and Process Efficiency

    Eqvista's streamlined workflow and efficient processes were highlighted by clients as key strengths, enabling quick turnaround times and seamless project execution.

Eqvista Reviews

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409A Valuation Services for E-Commerce Clothing Company

  • Business Valuation Services
  • Confidential
  • Feb. - May 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0

"Their team communicated proactively, promptly addressed our concerns, and ensured all our requirements were met."

CEO, Dapper Boi, Inc.
Vicky Pasche
  • Retail
  • San Diego, California
  • 1-10 Employees
  • Online Review 
  • Verified

Eqvista provided 409A valuation services to an e-commerce clothing company. The team evaluated the client's regulatory compliance and assessed their value for equity compensation purposes.

Business Valuation Services for Business Services Company

  • Business Valuation Services
  • $1,000,000 to $9,999,999
  • Jan. - Dec. 2023
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0

"What impressed us most about Eqvista was their commitment to customer support and answering our questions."

Audit Manager, Business Services Company
Allen Fung
  • Business services
  • Hong Kong
  • 1-10 Employees
  • Online Review 
  • Verified

Eqvista was hired by a business services company to conduct 409A valuations. Their work involved analyzing the client's financial data, market trends, and risk factors to determine their FMV.

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."

Process Improvement, General Dynamics Information Technology
Scott Priddy
  • IT Services
  • 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.

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."

Lead Project Manager, Block
Adam Christensen
  • 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. 

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."

Co-Founder, PoSciDonDAO Foundation
Marco Huberts
  • Software
  • 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.

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."

VP of Finance, Cenergy Power
Roger McMillan
  • Construction
  • 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.

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."

CTO, Community Capital Technology Inc
Rod Saunders
  • 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.

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."

Co-Founder & COO, Mobisoft Infotech
Ravindra Waghmare
  • 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. 

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."

CFO, SportsDataIO
Rob Brumfield
  • 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.

Clutch verification provides an additional layer of data to help you make the right purchasing decision of business services.

Learn More
Verified Client Reviews
14
Overall Review Rating
5
Source
Clutch
Last Updated
March 2, 2025
Business Entity
Business Entity Name Eqvista Inc
Source Delaware Division of Corporations
Jurisdiction of Formation Delaware
Date of Formation July 17, 2018
Status Active
Last Updated June 28, 2024
ID 6978964
Credit Report Results
International Credit Risk Assessment Not Rated
Source Creditsafe
Last Updated January 1, 2022

*Clutch performed additional verification on this company and confirmed that there are no negative legal filings or large outstanding debts. This company has also received 3 or more verified reviews on our platform.

Learn More About The Clutch Verification Process

Locations (2)

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