Photo - Eqvista Inc
61698

Eqvista Inc

USA, California
Market: Internet and IT, Financial services
Stage of the project: Operating business

Date of last change: 25.03.2024
Go to the owner's profile
2
equalizer from 2000
help
Calculated and estimated occupancy of the project (more about ratings)
My rating
1
2
3
4
5
6
7
8
9
10
Average rating:
 

Idea

Eqvista , SaaS company, provides companies with a holistic cap table management integrated with services: 409A valuations, compliance, and taxes at competitive prices. 15,000+ companies use and trus

Current Status

Traction and Updates
1. $800K in 2023 Revenue, projecting $2-3M in 2024
2. 14000+ customers
3. Product – deployed, used, and ongoing development
4. Licensing – full applicable licensing for valuation, cap table management, and other services.
5. Team – Full leadership, 4 seasoned executives, 4 Named advisors - USA/Asia
6. $50B+ Assets Under Management

Problem or Opportunity

qvista provides companies with a holistic cap table management SaaS
integrated with services including 409A valuations, compliance, and taxes at
competitive prices. Over 14,000 companies trust Eqvista already; we have
rapidly grown $50 billion of assets under administration (AuA) and are
approaching processing valuations worth $1 billion monthly.

Solution (product or service)

Eqvista’s offering is a holistic cap table management SaaS, functionality
includes stock issuance, convertible notes/KISS/SAFE, ESOP, financial
modeling, electronic share certificates, automated startup valuation, and
services such as 409A valuation.

Business model

SaaS – Add-on Service: Clients pay monthly subscription for cap table
management with extra fees for 409A valuations and other services. The
current ARPA is $965 and expected to surpass $10,000 with the launch of
banking and financial services, within 5 years.
5,00
1
2
3
4
5
1 voice
Sign in/Sign up
arrow_back
EN
more_horiz
close
visibility77
star0
Add to favorites
Delete from favorites
share
close
thumb_up0
Like
Unlike
Idea
Current Status
Market
Problem or Opportunity
Solution (product or service)
Competitors
Advantages or differentiators
Finance
Invested in previous rounds, $
Business model
Money will be spent on
Offer for investor
Team or Management
Mentors & Advisors
Lead investor
Risks
Incubation/Acceleration programs accomplishment
Won the competition and other awards
Invention/Patent
Product Video
Presentation