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Finance AI Index
Index › Products › Eqvista · October 2026 Edition
2 categories · Ranked

Eqvista

109Judge labels
23First choices
12Negative labels
14 / 14Models named it
2Categories
October 2026 Edition. Every number here is derived from the raw labels under vendor table v2026-10.7, every buyer segment counted.
Best standing
29% in Cap table management for small business buyers
Rank 5 of 42 in the mid-market standingaccepted challenger
0 of 14 models made it the first choice on the direct prompt; 16% of its 31 labels there were negative.
What the models named instead of Eqvista →
By buyer segmentStrongest at small business.
In cap table management · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named Eqvista for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.
CategoryFunctionShareRankNegative rateLabelsQuadrantSince September 2026
Cap table managementEquity and corporate12%5 of 4216%31accepted challenger▼−3Since September 2026: 12% → 9%, −3 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Entity managementEquity and corporate0%34 of 810%1under 10 labels · led by Athennian at 41%newNew since September 2026: not ranked then, 0% now.

Movement

Since September 2026, Eqvista held within the floor in all two categories: no change cleared 10 points.

Best category · Cap table management · by segment

Small business▲+10Since September 2026: 16% → 27%, +10 points. Past the 10-point floor: movement. Read over the models both editions asked.
27%from 16% in September 2026
Cleared the floor by 0 pointsRank 3 → 1 of 47
Mid-market▼−3Since September 2026: 12% → 9%, −3 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
9%from 12% in September 2026
Inside the floor by 7 pointsRank 3 → 5 of 39
Enterprise=heldSince September 2026: 2% → 2%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
2%from 2% in September 2026
Inside the floor by 10 pointsRank 9 → 10 of 48

All categories · Mid-market

CategorySeptember 2026NowChangeReadingRank
Cap table management12%9%▼−3Since September 2026: 12% → 9%, −3 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 3 → 5 of 42
Entity management0%0%newNew since September 2026: not ranked then, 0% now.New this editionRank 34 of 81, unchanged

Shares here are read over the models both editions asked, so they can differ by a point or two from the standing above, which counts every model in this edition.

The floor is 10 points of share, measured: how far the models move a leader on their own when the same questions are asked twice with nothing changed. A larger change is movement; a smaller one is noise, and both are shown. Movement is read over the twelve models both editions asked; GPT-6 Luna, Muse Glimmer 30B joined this edition and are in the standing but not yet in the comparison. How the floor is measured · The editions

By model

How each model treated Eqvista across every prompt where it was named for a mid-market B2B company. Fourteen models, six prompts per category.
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ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.501102
GPT-5.4 mini13004
Gemini 3.5 Flash02002
Perplexity Sonar12003
Grok 4.1 Fast01012
Mistral Small00000
DeepSeek V4 Flash11013
Llama 4 Maverick01102
Qwen 3.7 Flash01012
Kimi K212003
GLM 4.7 FlashX01023
MiniMax M2.502103
GPT-6 Luna10001
Muse Glimmer 30B10102

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.
FramingLabels by classFirst choices
Direct19 labels3
Paraphrase15 labels6
Comparative25 labels5not counted in share
Budget-constrained24 labels14
Scale-constrained10 labelsNone
Negative16 labels1not counted in share
First choiceAlternativeMentionNegative109 labels in all, every segment counted; 23 of the 29 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“Eqvista – best for bootstrapped / very small cap tables ... Best for budget conscious and bootstrapped companies. Free to 20 shareholders” Muse Glimmer 30B · Cap table management · budget prompt · first choice
“Eqvista offers the best combination of a fully functional free tier, transparent low-cost pricing” DeepSeek V4 Flash · Cap table management · budget prompt · first choice
“Eqvista is probably the best starting point for most small companies” GPT-5.4 mini · Cap table management · budget prompt · first choice
“For a limited budget, Eqvista is the strongest fit” Perplexity Sonar · Cap table management · budget prompt · first choice

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

“Eqvista: flagged with roughly 23–39% negative sentiment. Users frequently criticize its user interface” Qwen 3.7 Flash · Cap table management · negative prompt · hard negative
“Eqvista appears in the "criticized" category with a high proportion of negative labels” DeepSeek V4 Flash · Cap table management · negative prompt · hard negative
“Use Eqvista cautiously—it's fine for early-stage budget-conscious startups, but not for complex modeling needs.” GLM 4.7 FlashX · Cap table management · negative prompt · soft negative
“Labeled in AI-driven reviews ... as tools "to avoid or treat cautiously" due to high negative sentiment shares” Grok 4.1 Fast · Cap table management · negative prompt · soft negative

Named alongside

The products named in the same answers as Eqvista, over the 109 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Eqvista was named but was not.
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ProductSame answerTook the first choice insteadHead to head
Carta100 of 10926Compare →
AngelList Stack28 of 1090Not among the top eight
Capboard23 of 1090Not among the top eight
J.P. Morgan Workplace Solutions9 of 1090Not among the top eight
A head-to-head page exists where both products are among a category's top eight. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named Eqvista. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, five of the fourteen in this edition, so these counts come from 107 of the 109 answers that named Eqvista and are not a share of its labels.

Domains cited

qapita.com61
cakeequity.com56
guideflow.com55
eqvista.comYour site50
waveup.com50
valueaddvc.com41
resources.rework.com37
hirechore.com29
pulley.com28
ctacquisitions.com27

384 of the 434 domain citations in answers naming Eqvista came from somebody else's page.

Pages cited

Pages are listed as the models cited them.

Search and answers

eqvista.com ranks 7 on Google for the category's searches. In the answers, Eqvista takes 12% of first choices and Carta takes 33%.
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In search

Google, US estimates
Position for “cap table platforms”
–
not in the top ten
Position for “cap table management software”
7
Searches for its name, Google
720 a month (“eqvista”)
AI search demand for its name, est.
6 a month
Organic visits to its site
about 95,715 a month
Searches its site ranks for
22,365 · 530 in the top three
Sites linking to it
4,195
Paid Google search
No ads found in the estimate; that does not mean it runs none
Ads on GoogleDetailLess
109 ads · 54 text, 41 image, 14 video · 42 shown in the last 30 days

First shown October 2021, as Eqvista Inc., verified. Ads started 2025-10 to 2026-09: 66 in the year, 43 before.

On Google's pages: 1 2 3 4

In answers

This edition
Share of first choices
12%
rank 5 of 42 in cap table management
Segment leader
33%
Carta
First choices
23 across its categories
Named in
109 answers
Its own site cited
in 107 of the answers that named it

Search figures are US estimates from DataForSEO, read September 28, 2026; AI search demand is its modeled, directional estimate, not a count of queries to any assistant. The answers are this edition's. Two measurements side by side: neither is read as the cause of the other.

What it publishes

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Addresses on eqvista.com
2,093
subdomains included
Content
743
counted in the table below
Documentation
315
Product · Integration
0 · 1
KindPagesLast 90 days2025-10 to 2026-09LatestCategories named
Blog609222026-09-28
Comparison7502026-05-06
Glossary or explainer3012026-09-11
Template or tool1102026-06-08
Case study702026-03-11
Webinar or virtual event4undated
Conference or event402026-04-07
Report or ebook1undated
Podcast or video112026-07-24
News or press112026-09-25
How it is countedHide how it is counted

Every page eqvista.com exposes, subdomains included. Kind is read from the address and title. The last 90 days, the latest date and the twelve months count pages by when they were published, from the site's feeds, a date in the address, or the page's own publication date, read from up to a hundred of its most recently changed pages; a page that says only when it last changed is counted in its kind but not in when, so the recent counts are a floor, and a kind none of whose pages gives a publication date reads undated. An event counts as online when its address or title says so (webinar, on demand, virtual or online summit); a conference, summit, trade show, expo or roadshow that does not say so is counted as a conference or event, which on a vendor's site is mostly in person. Read September 29, 2026.

Names read as Eqvista

What the judge wrote, as written, with how often. The vendor table decides that these count as Eqvista; a claim can dispute any of them.
Eqvista / Cake Equity 1Eqvista Freemium 1

Follow Eqvista

An email the morning each edition publishes: where this product moved, where it held, and by how much against the noise floor. One address, confirmed by a click; a stop link in every email.

Already following? Everything you follow, with a stop for each.

The company

Eqvista is its own company.
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In its own words

Stated by the vendor, not checked
Positioning
Equity management, cap table software, and 409A valuations in one platform. AI-powered. Human-delivered.
For
private companies, startups, founders
Price stated
Freemium Cap Table: $0; Premium Cap Table: $2.00 per shareholder per month; 409A Valuation & Cap Table Bundle: $990.00 eqvista.com
Starting price
0 eqvista.com
Free plan or trial
Free for up to 20 shareholders. Includes Cap Table & ESOP management. eqvista.com
Certifications
NACVA-certifiedCFACVAEnrolled Agent with the IRSregistered with the U.S. Securities and Exchange Commission as a Transfer Agent (TA)IRS-compliantEqvista Real-Time Company Valuation® is a Registered Trademark
Not stated on the pages read
Integrations, hosting, customers

What Eqvista's own pages state, read September 28, 2026: eqvista.com, eqvista.com/pricing, eqvista.com/partners. A claimed page can correct any of them.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when Eqvista's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as Eqvista, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

What a new claim receivesHide what a new claim receives

A new claim receives the current edition's vendor brief for Eqvista by email, built from the raw record of the edition. It shows:

  • where Eqvista is named, by buyer and by framing, and which cells hold its first choices;
  • the claims the models make when they name it, ranked, with the strongest and the weakest quoted;
  • its vocabulary against the segment leader's, and the pages the models cited;
  • who was chosen in the answers that did not name Eqvista, and every reason the record gives;
  • a battlecard for each top rival: the head-to-head split, why they win, and the reservation quoted against them;
  • one page of published figures cleared to show a buyer.
The subscriber app

A verification link goes to your work email; an address at eqvista.com is approved on the spot, any other is reviewed by hand. Your email is never published. Claiming gives no say over labels, shares, verdicts or which quotes appear.