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Description

Eqvista will transform you company and help you manage your company's cap table, company shares and 409a valuations in an easy and efficient way. You can incorporate your company and manage all your equity from one place. Eqvista supports captables from all jurisdictions.

Description

ValuationBot is an innovative software solution designed for public equity investors, focusing on AI-driven stock valuation and equity research. It analyzes corporate reports, refines financial data, constructs scenario-based discounted cash flow valuations, and generates comprehensive investment cases akin to those produced by analysts, complete with potential catalysts, associated risks, valuation ranges, downloadable reports, and customizable Excel templates. Users can leverage the Analyst feature to conduct on-demand assessments of specific publicly traded companies. Additionally, the Research Desk offers continuous regional market insights, examining liquid investable stocks in chosen markets and consistently presenting new valuation-supported investment ideas each day, ensuring that investors remain informed and equipped to make strategic decisions. This combination of functionalities empowers users to navigate the complexities of investment with greater confidence and clarity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$2 per user per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$20 one-time
$20 one-time; Research Desk from $300/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Eqvista

Founded

2018

Country

United States

Website

eqvista.com

Vendor Details

Company Name

ValuationBot

Country

United Kingdom

Website

valuationbot.ai/

Product Features

Equity Management

Cap Table Management Yes 
Deal Management Yes 
Document Storage Yes 
ESOP Management No 
Financial Modeling Yes 
Options Management No 
Participant Portal Yes 
Portfolio Management Yes 
Private Equity Yes 
Public Equity No 
VSOP Management No 
Valuation Management Yes 
Vesting Management Yes 

Product Features

Alternatives

Alternatives