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Business Valuation & 409a Valuation Provider

Eqvista has valued over $4 trillion in company assets for startups, pre-IPO companies, and VCs. Thousands of companies worldwide trust us for equity management and business valuation services.

Our AI-powered, human-delivered approach combines advanced valuation technology with a 100% in-house team of valuation professionals, including NACVA-certified valuation analysts. From cap table management and 409A valuations to complex business, investment, and intangible asset valuations, Eqvista helps private companies manage ownership, determine value, and meet financial and regulatory requirements at every stage.

  • 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

Industries
Information technology
30%
Business services
20%
Financial services
10%
Gaming
10%
Medical
10%
Other industries
10%
Telecommunications
10%
Clients
Enterprise (>$1B)
35%
Small Business (<$10M)
35%
Midmarket ($10M - $1B)
30%
Certified in:
Business Valuation Services Asset Valuations

Pricing Snapshot

Min. project size Undisclosed
Avg. hourly rate Undisclosed
Rating for cost 4.9 /5

What Clients Have Said

Eqvista is praised for offering competitive pricing and good value for cost, especially for 409A valuations. Clients appreciate timely delivery, responsiveness, and strong project management, indicating that services align well with various budget sizes.

This summary is based on verified Clutch reviews.

Most Common Project Size

< $10,000 based on 27 reviews
< $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000

Select a service to see pricing information

Eqvista Review Insights

Overall Review Rating

5.0
  • Quality 4.9
  • Schedule 5.0
  • Cost 4.9
  • Willing to Refer 4.8

Top Mentions

Review Highlights

  • Strong Project Management

    Clients praised Eqvista for delivering projects on time and maintaining clear communication throughout. Their responsiveness and ability to meet deadlines were consistently noted as strengths.

  • User-Friendly Platform

    Clients appreciated Eqvista's intuitive platform, which facilitated easy management of equity and cap tables, though some suggested more in-depth tutorials for new users.

  • Timeliness and Efficiency

    Eqvista was repeatedly recognized for their efficiency in delivering services quickly and accurately, often ahead of schedule, which was crucial for clients meeting internal deadlines.

  • Personalized Service

    The personalized approach of Eqvista's team, particularly in addressing specific client needs and providing tailored guidance, was a standout feature appreciated by many clients.

  • Expertise in 409A Valuations

    Many clients highlighted Eqvista's proficiency in conducting 409A valuations, ensuring IRS compliance and providing accurate fair market value assessments crucial for equity compensation and financial planning.

  • Customer Support Excellence

    Several reviews emphasized Eqvista's exceptional customer support, noting their team's availability and helpfulness in clarifying complex valuation processes and ensuring client satisfaction.

Eqvista Reviews

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409A Valuation Services for DAO Company

  • Business Valuation Services
  • Intangible Asset Valuation
  • 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 City, 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."

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.

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.

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. 

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.

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.

Business Valuation for Electrical Vehicle Manufacturer

  • Business Valuation Services
  • Enterprise Valuations Start Up Valuations Stock Valuations Tax Valuations
  • $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.

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.

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).

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.

Showing 21-30 of 31 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

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.

Premier Verified means Clutch independently confirmed Eqvista is a legally registered business,
has had its financial risk status checked (Creditsafe: Moderate Risk), and is backed by 27 verified client reviews averaging 5.0 stars.

Learn More
Verified Client Reviews
27
Overall Review Rating
5
Source
Clutch
Last Updated
August 27, 2026

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 May 14, 2025
ID 6978964

Credit Report Results

International Credit Risk Assessment Moderate Risk
Source Creditsafe
Last Updated May 21, 2025
Learn More About The Clutch Verification Process

Locations (2)

14A, Spear St #280 San FranciscoCA, United States 94105

16 - 20

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