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Eqvista vs InvestNext: Which is a better fit?

Updated on August 11th, 2024
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Summary
Features in Equity Management
22
Best performer
35
  • Cap Table Management
  • Compliance Management
  • Document Storage
14
35
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
User satisfaction
4.8
User reviews21
Ease of use
4.9
Functionality
4.8
Value for money
4.8
Customer support
4.8
4.8
User reviews20
Ease of use
4.5
Functionality
4.7
Value for money
4.7
Customer support
4.7
Price starts from
Monthly subscription
Free version
Free trial
Monthly subscription
Free version
Free trial
Best for

We enable seed-stage to pre-IPO companies to manage equity electronically to capture all shareholders activities.

General Partners, Finance Leaders, Compliance Officers, and Investor Relations teams for real estate syndicators and fund managers.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
No video reviews yet
User interface
184325 video thumbnail}
1 Video
185770 video thumbnail}
1 Video
184325
5 screenshots
185770
5 screenshots

Eqvista

Top Features
22/35
  • Activity Tracking
  • Alerts/Notifications
  • Audit Management
  • Audit Trail
  • Client Portal
  • CRM
  • Forecasting
  • Multi-Currency
  • Performance Metrics
  • Public Equity
  • Real-Time Data
  • Transaction History
  • Workflow Management
  • Activity Dashboard
  • API
  • Cap Table Management
  • Compliance Management
  • Customizable Reports
  • Deal Management
  • Document Management
  • Document Storage
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • Grant Management
  • Investor Reporting
  • Portfolio Management
  • Private Equity
  • Real-Time Analytics
  • Reporting & Statistics
  • Role-Based Permissions
  • Scenario Planning
  • Third-Party Integrations
  • Valuation Management
  • Vesting Management
See All features
Hide Equity Management Software Features -

InvestNext

14/35
Show Equity Management Software Features +

Eqvista

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InvestNext

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Eqvista
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
InvestNext
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Eqvista
  • By Eqvista
  • Located in United States
  • Founded in 2018
InvestNext
  • By InvestNext
  • Located in United States
  • Founded in 2018
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