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Eqvista

Cap Table 
Management:
Capturing Equity of Private Companies

USA, California
Market: Financial services
Stage of the project: Idea or something is already done

Date of last change: 03.11.2022
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Idea

Creating a truly new equity market place for private companies. Current products keep recording the shares with no added value.

Current Status

One of the FASTEST growing stock management platforms on the market

-> Platform adding 350 NEW COMPANIES every month

-> $25.6 BILLION in AuA (Assets under Administration)

-> Trusted by over 9,000 COMPANIES

-> 3500% Y-o-Y GROWTH RATE over the last 24 months alone

-> WORLD-CLASS TEAM with proven expertise in scaling start-ups

-> Potential to hit 10X VALUATION in the next FIVE years

Market

Primary share issuance and cap table management market is getting larger every year

$9.8 trillion must be managed and this number continues to grow.

Current platforms make it hard to manage company equity:
- 450k 
companies that have raised 
private capital
- 370k 
still using pen/paper to manage equity (Excel)

Problem or Opportunity

Private companies typically issue shares via Excel or complicated software:

- Cumbersome spreadsheet cap tables still manage trillions of dollars worth of company's shares
- Costly and complicated solutions that don’t fit early-stage businesses
- Shareholders don’t get proper access to their stock ownership


Incumbents are well suited for larger / post-series C companies and leaving early stage startups behind:
- Existing solutions are costly, complicated, and don’t fit early stage business needs
- Cap tables and Equity funding rounds are complicated
- This leads to companies managing trillions of dollars worth of shares in Excel

Solution (product or service)

Issuing and managing equity
can be seamless

Fast & efficient way to issue, share & manage 
company shares for:
- Founders
- Employees
- Investors

Competitors

Carta raised Series E at 46 times its revenue of $150 million - > $6.9 billion

Global Shares acquired by JP Morgan for 30 multiple of $25 million revenue -> $750 million

Eqvista revenue $2 million in 2023 -> $67.2 million

Advantages or differentiators

Our technology enables companies to issue and manage shares easily

- Equity auto-suggestion -> Maximize your equity opportunity and learn how to award, attract capital or use different securities.

- Real-time primary issuance and secondary transactions -> Keep your cap table up-to-date with all your stakeholders. Issue and share equity with all your stakeholders in a minute.

- Onboarding for startups in just 10min -> Get started without expensive law firms and extensive knowledge of equity management.

Finance

We have a transactional and recurring revenue business model:

Outpacing our competition by adding 350+ new companies each month.

- $2,800 Yearly subscription fee per company
- $4,500 1.5 % Commission from primary issuance, secondary issuance & digital asset
- $4,200 Yearly subscription fee per company

Business model

We are building a asset under administration class. As our AuA grows we develop more services:
- $2,800 - Yearly subscription fee per company (We bundle CapTable, Tax and
Compliance products and sell
them as a package.)
- $4,500 - 1.5 % Commission from primary issuance, secondary issuance & digital asset (Based on one transaction; $300,000 average transaction.*)
- $4,200 - Yearly subscription fee per company (Cap table for digital assets & DAO.*)

Money will be spent on

60% - development
20% - marketing and sales
10% - others - licensing

Offer for investor

Increased revenue 14X over the past 24 months.

Eqvista is the fastest-growing stock management platform in the $135 billion private equity market.

When we say fast growth, we mean it.

In fact, we have seen 14X revenue growth in less than two years!

We currently have more than 9,000 companies on the platform, and $25 billion in client equity under management with $4.2 billion in assets valued.

We are adding 350+ new companies and 1,600 shareholders to the platform every month.

Minimum Investment: $100
Current Valuation: $67,260,342
Open to: US and non US investors
Security type: Reg CF

Mentors & Advisors

Risks

We are already making money. Revenue $50k MRR. 2023 is predicted to hit $2m, which brings us to a valuation of $67.2m. This valuation is done based on comparable market analysis. $25 billion AuA (Asset under Administration).

Companies are traded at 35-42 multiple of revenue.

The risk is that we will not be able to develop features fast enough.

Incubation/Acceleration programs accomplishment

Startupr program.

Won the competition and other awards

NACVA certified - we can perform startup valuation services and unlock the billion-dollar asset class.
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Idea
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Finance
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