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.
Our Services:
409A Valuations: Independent, audit-defensible valuations with IRS Safe Harbor compliance and lifetime audit support, from early-stage startups to pre-IPO companies.
Business & Investment Valuations: Fair market valuations for investments, portfolios, M&A, gift and estate planning, and related-party transactions, including ASC 805 purchase price allocations, ASC 820 fair value, and fairness opinions.
Intellectual Property & Specialized Valuations: Software, patents, trademarks, crypto and blockchain assets, SAFE and convertible notes, LLC profit interests (PIUs).
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.
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.
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.
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.
Professionalism and Quality
Eqvista was commended for their professionalism and the high quality of their deliverables, with reports and valuations often exceeding client expectations in terms of accuracy and thoroughness.
Comprehensive Valuation Reports
Eqvista's valuation reports were praised for their comprehensive nature, including detailed methodologies and assumptions, which provided transparency and confidence for clients and their stakeholders.
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.
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 31-31 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
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.
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.
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