Carta
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Share Management
- Electronic Stock Issuance
- Capitalization Table
- Waterfall Analysis
- Financial Reporting
- 409A Valuation
- Company Incorporation
- Company Filings
- Shareholder Engagement
Pricing Info
Pricing Info
Eqvista offers two pricing plans for you to choose from. One of which is a freemium plan that enables you to add a maximum of 20 shareholders and use most of the features of the software free of any charge. Additional services are provided as well. Here are the details:
Freemium – $0
- Up to 20 Shareholders
- Unlimited Companies
- Cap Table Management
- Manage Convertible Note, KISS, SAFE Recording, Issue Options
- Manage Equity Plans
- Manage Employee Stock Options (ESO)
- Set a Vesting of ESO
- Financing Rounds Modeling
- Waterfall Analysis
Premium – Starts at $2/shareholder/month
- Unlimited Shareholders
- All Features included in Freemium Plan
Additional Services
Cap Table – $490
- One-Time Set-Up of your Cap Table
- Ongoing Customer Service Support
409A Valuations – Starts at $1,100
- Your 409A valuation is handled by a team of experts
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Richard Hopkins, John Nowak
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Eqvista is an equity management software that allows you to handle your company's stocks and its shareholders from a digital environment.
Company Email
info@eqvista.com
Contact No.
Company's Address
Eqvista Inc.
15348 Vegas Dr.,
Las Vegas, NV 89108,
United States
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Cap table
- Electronic securities
- Electronic exercising
- Stakeholder management
- Transaction auto-update cap tables
- Standard 409A valuation and refreshes for material events
- 409A audit support and valuation
- ISO disqualification check
- Account audit reports
- Form 3921
- ASC 718 Expense Accounting
- Rule 701 management
- Equity reports
- Waterfall modelling
- Breakpoints
- Sensitivity analysis
- Payouts
- Financing round modelling
- Financial transactions
- Board management tools
- Platform for investors, employees, board members, and law firms
- Tender offer platform and programs
- Tender offer account manager
- Dedicated support
- Relationship manager
- Equity administration
- Opt-in Beta program
Pricing Info
Carta offers three plans, prices of which still vary depending on your company’s products and services, cap complexity, and stakeholders. For details, contact the vendor and get a quote.
Starter
- Cap tables
- Electronic securities
- Electronic exercising
- Stakeholder management
- Transactions auto-update cap table
- Standard 409A
- Standard 409A refreshers for material events
- 409A audit support
- Complex 409A valuation (add-on)
- ISO disqualification checks
- Account audit reports
- Capitalization report with drafts
- Equity plan balance report
- Rule 701 analysis worksheet
- Investor audit-confirmation service
- Exercise reports
- Option exercises
- Repurchases
- Stock transfers
- Permissions- internal and external
- Grant cap table access
- Option grant and exercise approvals
- Board approvals
- Board member platform
- Employee platform
- Investor platform
- Law firm platform
Growth
- Cap tables
- Electronic securities
- Electronic exercising
- Stakeholder management
- Transactions auto-update cap table
- Standard 409A
- Standard 409A refreshers for material events
- 409A audit support
- Complex 409A valuation (add-on)
- ISO disqualification checks
- Account audit reports
- Form 3921
- Capitalization report with drafts
- Equity plan balance report
- Rule 701 analysis worksheet
- Investor audit-confirmation service
- Exercise reports
- Custom reporting service (add-on)
- Option exercises
- Repurchases
- Stock transfers
- Permissions- internal and external
- Grant cap table access
- Option grant and exercise approvals
- Board approvals
- Board management
- Board member platform
- Employee platform
- Investor platform
- Law firm platform
- Opt-in beta program
- Equity admin team (add-on)
Enterprise
- Cap tables
- Electronic securities
- Electronic exercising
- Stakeholder management
- Transactions auto-update cap table
- Standard 409A
- Standard 409A refreshers for material events
- 409A audit support
- Complex 409A valuation (add-on)
- ISO disqualification checks
- Account audit reports
- Form 3921
- ASC 718 Expense Accounting
- Rule 701 management
- Capitalization report with drafts
- Equity plan balance report
- Rule 701 analysis worksheet
- Investor audit-confirmation service
- Exercise reports
- Custom reporting service (add-on)
- Option exercises
- Repurchases
- Stock transfers
- Tender offers (add-on)
- Tender offer platform and programs (add-on)
- Tender offer account manager (add-on)
- Permissions- internal and external
- Grant cap table access
- Option grant and exercise approvals
- Board approvals
Board management - Board member platform
- Employee platform
- Investor platform
- Law firm platform
- Dedicated, priority support
- Opt-in beta program
- Equity admin team (add-on)
Integrations
No information as to specific integrations.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
USV, Menlo, SOCIALCAPITAL
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Enjoy seamless management of equities through Carta’s comprehensive suit of tools for equity management.
Company Email
PRESS@CARTA.COM
Contact No.
Company's Address
195 Page Mill Road
Suite 101, Palo Alto, CA 94306
USA
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Almost as important as functionalities and user support quality are pricing plans provided by Eqvista and Carta. Although cost should not be the only aspect it’s definitely a significant thing to think about. You should count on a flexible pricing plan that can be adjusted to your company size and painlessly scaled up if your company grows. Be sure that you don’t select pricing plans that have extra tools that you won’t find a use for and always try to get in touch with the vendor directly because enterprises can usually count on discounts. You should also check out a free trial or demo of every app to spend at least some time on actual work with the system. It’s a useful experience that doesn’t require you to spend any money and offers a practical overview of what it feels like to work with Eqvista and Carta.
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