Every month, Eqvista delivers valuation reports for client assets worth over $5 billion, spanning everything from growth-stage startups to unicorns, with our largest single engagement reaching $25 billion. Across thousands of engagements annually, patterns emerge not just in the numbers, but in methodologies and temperaments. We distilled these hard-won lessons into a detailed article covering the methodology choices, structural considerations, and communication disciplines that separate defensible valuations from vulnerable ones at the late-stage, pre-IPO, and large enterprise level. Read the full article here: https://lnkd.in/gyGE_xFH #Valuation #PreIPO #StartupFinance #Eqvista #EquityManagement
Eqvista
Technology, Information and Internet
San Francisco, California 99,987 followers
Fast, affordable, accurate valuations by accredited in-house experts, and equity management solutions.
About us
With over $300 billion in equity valued for clients ranging from pre-seed startups to unicorns, SMEs, and VCs, Eqvista is a trusted valuations provider by thousands of founders and ranks #1 on G2 and Clutch. Our AI-powered, human-delivered approach combines Eqvista Real-Time Company Valuation® with our NACVA-certified valuation analysts to deliver the fastest, best-priced, 5-star rated valuations on the market. Every 409A valuation includes lifetime audit support and comes bundled with our premium cap table platform—at no additional cost. With Eqvista Real-Time Company Valuation®, 409A valuations go beyond static reports to provide private companies with a real-time, app-based view of common stock value. Unlike traditional valuation firms that take weeks to deliver static reports, you get instant, continuously updated access to your company’s fair market value as it evolves. This enables faster, more confident decisions, backed by audit-defensible analysis—without waiting on outdated numbers. Moreover, Eqvista brings comprehensive equity management for founders, managing cap tables for over 23,000 companies—with full support for onboarding and migrations from other providers or spreadsheets. Our solutions include: - 409A valuations, including timely updates, renewals, and adjustments for key events - Eqvista Real-Time Company Valuation® for instant fair market value access - Cap table management for your company and all of its shareholders - Qualified Small Business Stock (QSBS) Attestation Letter - 83(b) Election, including submission to the IRS - ASC 718 Stock-Based Compensation Expense reporting - Plus: investment, FMV, gift & estate, portfolio, software/IP valuations, and more
- Website
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https://eqvista.com
External link for Eqvista
- Industry
- Technology, Information and Internet
- Company size
- 51-200 employees
- Headquarters
- San Francisco, California
- Type
- Privately Held
- Founded
- 2018
- Specialties
- Share managment for you company, Cap table management, and Company 409A Valuation and Reports
Products
Eqvista
Equity Management Software
Eqvista delivers fast, affordable, and accurate valuations paired with comprehensive cap table solutions at no extra charge – for more see Eqvista.com
Locations
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Primary
Get directions
280 Spear St
San Francisco, California 94105, US
Employees at Eqvista
Updates
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Expanding your startup to a new state? Your equity compliance obligations just multiplied. Every state has its own securities regulations called blue sky laws. What works in Florida may not fly in California or Texas. Some states let exemptions apply automatically. Others require you to file before offering any equity. California even requires a formal qualification review before you can sell securities. Then there's the paperwork. Prospectus requirements, disclaimer language, filing fees, and each state's regulator has real enforcement power including cease and desist orders and permanent injunctions. Most founders don't think about this until it becomes a problem during fundraising or due diligence. If you're offering equity to investors or employees across state lines, map your compliance obligations early. It's much easier to build this into your timeline than to fix it after the fact. We broke this down state by state in this article: https://lnkd.in/gHU-RQpa #StartupCompliance #BlueSkyLaws #EquityManagement #Eqvista #StartupFunding #Securities
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Everyone's chasing AI valuations right now. But there's a quieter winner most investors are overlooking: vertical SaaS. Our Founder and CEO Tomas Milar breaks this down in his latest Forbes Finance Council article. While AI-native companies grab headlines with 20x+ revenue multiples, vertical SaaS platforms are quietly commanding 12.3x multiples compared to the 7.6x average for general SaaS. The reason? Deep industry focus, higher switching costs, stronger retention, and embedded workflows that become mission-critical for customers. And here's what makes it even more interesting: vertical SaaS companies that integrate AI into their industry-specific workflows are positioned to capture the best of both worlds. They get the valuation premium of AI with the durability and defensibility of vertical software. The AI valuation race isn't just about who builds the biggest model. It's about who delivers the most value in a specific domain. Read the full article here: https://lnkd.in/gcZ264ZB #VerticalSaaS #AIValuation #SaaS #Forbes #Eqvista #StartupValuation
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🎉 We just hit 100,000 followers on LinkedIn! Supporting founders as they grow their companies is what we’re here for. From one founder to another, we understand how complex growth can be, and we’re here to help navigate the challenges of valuation and equity along the way. As our Founder & CEO, Tomas Milar, puts it: “We do literally a thousand small things to improve our business. We take every client suggestion seriously and turn it into a better process, a better product, and a better experience. We refine wording. We optimize vesting schedules. We enhance waterfall analyses. We build better valuations. We take calls at 5am or 10pm, whatever it takes. We do all of it with a smile, because we genuinely care. We spend an incredible amount of time building this company, and making our clients happy isn’t just a priority, it’s our only commitment.” To celebrate, we're offering a $100 coupon toward your first 409A valuation to startups making an impact. Here's how to claim it: 1️⃣ Like this post 2️⃣ Leave a comment 3️⃣ Send a screenshot of your comment to info@eqvista.com Entries close on Friday, 3rd April. Thank you for being part of this incredible community and for continuing to inspire us to raise the standard for equity management. We're here to support you as you build the future. #Eqvista #Startups #Founders #Entrepreneurship #StartupStory #StartupGrowth #100KFollowers #Milestone
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Granted stock options before getting a proper 409A valuation? It happens more often than you think. The problem surfaces later during audits, fundraising, or due diligence when someone asks how you arrived at your strike price. Without defensible documentation, you're looking at mismatched FMVs, cap table inconsistencies, and potential IRS penalties. A retroactive 409A valuation fixes this. At Eqvista, we offer retroactive 409A valuations because compliance gaps don't fix themselves. Our NACVA-certified team rebuilds defensible, IRS-ready documentation for your historical grant dates. Read here more on our latest blog: https://lnkd.in/gNSnX2we #409AValuation #StartupCompliance #EquityManagement #Eqvista #StartupFinance
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An insightful conversation between our Founder & CEO Tomas Milar and James Turner, CEO & Founder of 5th Line. In this session, you'll explore how private company valuations have evolved and what founders should actually expect heading into their next raise. Here's what they get into: - The AI premium in SaaS valuations: who deserves it and who doesn't - Why lenders and investors still care more about revenue than hype - How debt is giving founders a faster, non-dilutive path to capital Worth a watch if you're thinking about your next raise or capital move. Appreciate the 5th Line team for putting this together! #StartupValuation #VentureDebt #EquityManagement #409A #PrivateMarkets #Eqvista #5thline
Valuation conversations have shifted — and most founders don't realize how much. Our CEO, James Turner, sat down with Tom Milar, CEO of Eqvista, to break down how companies are being valued right now and how lenders are pricing risk in today's environment. This isn't theory. It's real valuation data combined with on-the-ground insight. In the conversation, they cover: -How valuation expectations are evolving across stages -What lenders are really looking at when they assess risk today -How founders can prepare their capital strategy for what's ahead If you're navigating fundraising, debt, or any capital decision this year, this is worth your time. Watch the full conversation here: https://hubs.ly/Q048sDR50 #VentureDebt #Valuation #PrivateCredit #GrowthStage
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🚀 Top Angel-Invested Startups in February 2026: 1. LocalHost HQ 💰Money Raised: $2,500,000 Suhas Sumukh (Co-Founder), Kei Hayashi (Co-Founder), Hardeep Gambhir (Co-Founder) 2. LOOVI 💰Money Raised: $1,181,700 Joel Grajcer (Co-Founder and CEO) 3. Yuvoice 💰Money Raised: $1,000,000 Isvari Maranwe (Founder and CEO) 4. ONONO.AI 💰Money Raised: $965,000 Kaiyue L. (Co-Founder and CEO), Marko Goels (Co-Founder and CBO) 5. Forecasterly 💰Money Raised: $664,385 Mehran Farshid (Co-Founder and CEO) 6. OnlyCat 💰Money Raised: $269,050 Martin Rosinski (Co-Founder) 7. admark.ai 💰Money Raised: $236,340 Christopher Luis Zoellner (Founder and CEO) 8. Mama Nourish 💰Money Raised: $219,595 Yash Parashar (Founder) 9. Charikaty.com 💰Money Raised: $163,950 Amr Yassine Mouaqit (Founder and CEO) 10. Kulfi 💰Money Raised: $150,000 Arsalan Naushad (Co-Founder) 11. Krvvy 💰Money Raised: $131,751 Yash Goyal (Co-Founder and CEO) 12. Andenkraft GmbH 💰Money Raised: $94,536 Justinian Gomez Moreno (Founder and CEO) 13. Spirpapir 💰Money Raised: $39,530 Seherzada Dedic (Founder) #startups #funding #angelinvesting #founders #venturecapital
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Startups and companies offer stock options to attract and retain top talent, allowing employees to own shares in the company. But what if someone wants to take ownership earlier, before their options are fully vested? That’s why Eqvista offers the Early Exercise feature - a secure, organized, and efficient way to early exercise options right from your cap table management platform. Learn more here: https://lnkd.in/g2mW8SKD #stockoptions #startups #captable #equitymanagement #vesting
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Stock options could be the most valuable part of your startup pay package. But how you handle them matters a lot. Early exercise lets you buy shares before they vest. File an 83(b) election within 30 days, and you lock in taxes at today's low value instead of paying more later. It makes sense when you're joining an early-stage startup where the strike price is close to fair market value, you believe the company will grow significantly, you're planning to stay long-term, and you can afford both the upfront cost and the risk. It doesn't make sense when the FMV has already jumped well above your strike price, you're unsure about staying, or you simply can't afford to lose the money. And that 30-day filing window? Miss it and the tax advantage is gone completely. Full breakdown on our Medium article: https://lnkd.in/gPQ-xqhs #StockOptions #83bElection #StartupEquity #EarlyExercise #Eqvista
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Chip design engineers spend 90% of their time debugging and only 10% actually innovating. Harald Kröll, PhD knew this pain firsthand. As a chip design engineer and later an SoC product manager, he watched how even small feature additions could delay launch dates by months. That's why he co-founded Chipmind. Chipmind builds AI agents that actually understand hardware design. Not generic code generators, agents that operate EDA tools natively, remember past decisions, and adapt to proprietary environments. One real-world result: a task that used to take 4 hours was done in 18 minutes. His advice for deep tech founders? "Don't just look for a place to apply AI — solve a pain you have felt personally." We spoke with Harald about his journey from ETH Zurich to Chipmind's $2.5M pre-seed round and how agentic AI is reshaping chip design. Read the full interview here: https://lnkd.in/g_wqSYUv #AI #Semiconductors #ChipDesign #DeepTech #FounderSpotlight
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