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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.
The best part is they are constantly adding more features to the system which really helps to manage our company equity effortlessly and smarter.
This company charges you on your next billing cycle for the months you cancel. So understand, you can cancel and will not be charge, but they charge you for the months you didn't use their service.
Excellent vesting plan creation functionality which can be applied instantly to the shareholders. Loved their visualisation and charts of share usage.
Imagine cancel your Netflix subscription for a year, and then you want to resubscribe and Netflix bill you for for the months you cancel your account.
M a very happy customer of Eqvista and their platform is really helping me to manage my company equity. Also If you need to get a 409a valuation for your company they can help you.
I only use this company for when I need to file my franchise taxes in Delaware, which is around March. So I cancel my subscription and resubscribe when I need to.
I like the fact that we can use our own documents, especially for options. Combine that and other futures with the competitive pricing and you have a win.
Eqvista provided a 409A Valuation report which we will use to inform the strike price of options issued via our company ESOP.
InvestNext has been a partner with Gravity Haus since the beginning and scaling with them has worked wonderfully. Support team is very knowledgeable and responsive to any questions.
Lack of customizability within the folders for documents stored on the platform.
InvestNext has been the best to work with and build out several investments within their portal. The investors love the platform and find it easy to use.
There isn't a native integration with our CRM, Hubspot today, but they're working hard on it.
They are super responsive on all fronts. I highly recommend their platform to anyone raising capital for real estate syndications or funds.
No delay delivery option on email communications. This would be helpful for us when we send out reporting.
I like how easy it is to work with and how user friendly it is.
While not its original intention having an Investor CRM is a critical first step.
Eqvista
Top FeaturesInvestNext
Eqvista
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InvestNext
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