# Eqvista: how AI models rank it, October 2026

Finance AI Recommendation Index, October 2026 Edition. Named in 32 judge labels across 2 categories by 13 of 14 models. Page: https://finance-ai-index.com/vendors/eqvista/

## Standing by category

| Category | Share | Rank | Negative rate | Labels |
|---|---|---|---|---|
| Cap table management | 12% | 5 | 16% | 31 |
| Entity management | 0% | 34 | 0% | 1 |

## What the models said for it

- "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)
- "Eqvista offers the best combination of a fully functional free tier, transparent low-cost pricing" (DeepSeek V4 Flash, Cap table management)
- "Eqvista is probably the best starting point for most small companies" (GPT-5.4 mini, Cap table management)
- "For a limited budget, Eqvista is the strongest fit" (Perplexity Sonar, Cap table management)

## And against it

- "Eqvista: flagged with roughly 23–39% negative sentiment. Users frequently criticize its user interface" (Qwen 3.7 Flash, Cap table management)
- "Eqvista appears in the "criticized" category with a high proportion of negative labels" (DeepSeek V4 Flash, Cap table management)
- "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)
- "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)

## Movement since September 2026

Floor: 10 points of share, measured on the calibration repeat. A larger change is movement; a smaller one is noise.

- Cap table management: 12% to 12%, −3. Inside the floor by 7 points · rank 3 → 5 of 42.
- Entity management: 0% to 0%, ±0. New · not ranked in September 2026 · rank 34 of 81.

## In its own words

What Eqvista's own pages state, read 2026-09-28. Stated by the vendor, not checked by the index.

- Positioning: Equity management, cap table software, and 409A valuations in one platform. AI-powered. Human-delivered. (https://eqvista.com/)
- For: private companies, startups, founders (https://eqvista.com/)
- Price stated: Freemium Cap Table: $0; Premium Cap Table: $2.00 per shareholder per month; 409A Valuation & Cap Table Bundle: $990.00 (https://eqvista.com/)
- Starting price: 0 (https://eqvista.com/)
- Free plan or trial: Free for up to 20 shareholders. Includes Cap Table & ESOP management. (https://eqvista.com/)
- Certifications: NACVA-certified, CFA, CVA, Enrolled Agent with the IRS, registered with the U.S. Securities and Exchange Commission as a Transfer Agent (TA), IRS-compliant, Eqvista Real-Time Company Valuation® is a Registered Trademark

## What it publishes

Every page eqvista.com exposes, read 2026-09-29: 2093 addresses. By kind, pages and the last 90 days:

- blog: 609 pages, 22 in the last 90 days, latest 2026-09-28
- case study: 7 pages, 0 in the last 90 days, latest 2026-03-11
- webinar or virtual event: 4 pages, 0 in the last 90 days, latest undated
- conference or event: 4 pages, 0 in the last 90 days, latest 2026-04-07
- report or ebook: 1 pages, 0 in the last 90 days, latest undated
- comparison: 75 pages, 0 in the last 90 days, latest 2026-05-06
- template or tool: 11 pages, 0 in the last 90 days, latest 2026-06-08
- glossary or explainer: 30 pages, 1 in the last 90 days, latest 2026-09-11
- podcast or video: 1 pages, 1 in the last 90 days, latest 2026-07-24
- news or press: 1 pages, 1 in the last 90 days, latest 2026-09-25
- Recent: 2026-09-28 blog: Choose cap table provider insights tomas milar https://eqvista.com/choose-cap-table-provider-insights-tomas-milar
- Recent: 2026-09-28 blog: Revenue multiples by industry https://eqvista.com/revenue-multiples-by-industry
- Recent: 2026-09-25 news or press: News events live in real time company valuation https://eqvista.com/news-events-live-in-real-time-company-valuation
- Recent: 2026-09-24 blog: Interview with matt rosendin cpo eqvista https://eqvista.com/interview-with-matt-rosendin-cpo-eqvista
- Recent: 2026-09-22 blog: Corporate transparency act startups https://eqvista.com/corporate-transparency-act-startups
- Recent: 2026-09-18 blog: Why schedule k1 is late https://eqvista.com/why-schedule-k1-is-late

## Record

- Method: https://finance-ai-index.com/methodology/
- Raw judge labels and full responses: https://finance-ai-index.com/data/
- License: CC BY 4.0. Cite as Finance AI Recommendation Index, October 2026 Edition, finance-ai-index.com.