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  7. Eqvista

Eqvista logo

Eqvista

Partially Agent-Ready
Agent-Ready SaaS Index · eqvista.com · scored 2026-05-09 · rubric v2.0
Score 49 / 100
Equity Management
Free tier
Public API

Eqvista scores 49/100 on xpay's Agent-Ready Index v2: partial pricing visibility; self-serve checkout is available; a free entry path exists.

See Eqvista pricing summaryLive pricing page
Pricing
Eqvista — 3 products
As of 2026-05-09 · eqvista.com/pricing/
Freemium Cap Table
Free
Cap Table & ESOP management
Up to 20 stakeholders
No credit card required
Premium Cap Table
$2/user/mo
All Freemium features
E‑signing certificates & SAFE agreements
Board resolutions & voting
Score breakdown · rubric v2.0
How Eqvista scores on the agent-ready dimensions

Public pricing visibility

15 / 15

Self-serve checkout

15 / 15

Public API + docs

0 / 20

Usage-based / metered pricing

0 / 20

Free entry path

7 / 7

No sales call required

7 / 7

Card / wallet / x402 payment

5 / 6

Machine-readable bonus (MCP / OpenAPI)

0 / 10

Total
49 / 100
Effective pricing
What it actually costs at typical scale
1 stakeholder, Premium Cap Table
$2/mo
· Pay per stakeholder monthly rate· No additional fees
Confidence: high
Pre‑Funded 409A Valuation (annual)
$82.5/mo
· Annual price $990 spread over 12 months· Self‑serve purchase
Confidence: medium
Enterprise Series A (annual)
$332.5/mo
· Annual price $3,990 spread over 12 months· Includes Premium Cap Table bundle
Confidence: medium
Agent purchase verdict
Can an autonomous agent transact here?
Human-assisted
LLM score: 55/100

Can create account

Yes

Can enter payment method

Yes

Can upgrade plan

Yes

Can buy more usage

Yes

Can cancel online

Unknown

Payment methods

card

Human approval recommended

Yes

Pricing transparency

full

Purchase motion

self_serve

Demo required

No

Quote required

No

Annual commit required

Yes

Auto-renewal mentioned

No

Cancellation policy visible

No

Refund policy visible

No

Minimum term

12 months

Invoice payment available

Unknown

Purchase orders supported

Unknown

MSA required

Unknown

DPA available

Unknown

Security review required

Unknown

Trial

Available, no card

Enterprise signals
Trust & compliance

SSO / SAML

Unknown

RBAC

Unknown

Audit logs

Unknown

Data residency

US

Competitive intel
Positioning & ecosystem
Headline

“409A Valuation and Equity Management Platform for Every Company”

Buyer persona

smb
mid market
enterprise

Replaces / compared against
Carta
Pulley
Value claims
Trusted by 23,000+ Companies
Agent purchase simulation
Six-step check: can an agent actually buy from Eqvista?
✓

Discover price

✓

Select a plan

✗

Pay per task

✗

Avoid a sales call

◐

API docs without auth

✗

Estimate cost upfront

Analysis
Pros and cons for AI agents
Observational summary written by xpay from the signals captured on 2026-05-06. Not a review of the product — only of its current pricing posture for agent buyers.
✓ For an AI agent
  • Pricing is publicly visible on an indexable page — agents can read tiers without scraping past auth.
  • A free tier exists, lowering the bar for an agent builder to prototype before committing budget.
◐ Opportunities for the provider
  • No per-unit price was advertised, so an agent has no way to estimate the cost of a single task.
  • All advertised tiers route to a sales contact form; an agent cannot complete a purchase autonomously.
  • API documentation is gated or absent; an agent cannot inspect the integration surface without authentication.
  • No /.well-known/ai-pricing.json or equivalent machine-readable pricing manifest is published — agents must rely on HTML scraping.
One-line fix
How Eqvista could lift its score

Add a per-unit price (e.g. $X / 1K calls) to the pricing page so an agent can compute its own cost before committing.

pricing_visible

true

headline_phrasing

Pricing — Eqvista Is Officially Ranked #1 Equity Management Platform on G2 and a Top 409A Valuation Provider on G2 & Clutch

tier_count

4

lowest_paid_entry_usd

990

free_tier

true

free_tier_terms

null

per_unit_price

null

annual_required

false

self_serve_paid_tiers

0

sales_only_tiers

1

public_api_docs_url

https://eqvista.com/

api_docs_auth_walled

false

ai_pricing_json_present

false

agents_txt_present

false

anonymous_purchase_path

false

per_unit_classification

null

usage_headline_present

false

custom_tier_present

true

agent_friendly

{"ai_pricing_json":false,"agents_txt":false,"llms_txt":false,"sitemap_xml":true,"mcp_server_card":false,"agent_skills_index":false,"x402_supported":false}

View raw extracted page text →
Page heading: Pricing
CTAs (40): Eqvista Is Officially Ranked #1 Equity Management Platform on G2 and a Top 409A · Back · Products · Cap Table · Cap Table Transfer · Cap Table One-time Setup · Financial Modeling · Equity Advisory · All Cap Table Services · 409A Valuation · Eqvista Real-Time Company Valuation® · Fair Market Valuation
Price tokens (13): $0 · $2 /month · $990 /year Get · $990/year F · $1 · $1 · $2 · $490 · $1 · $1 · $2 · $2
Eqvista Is Officially Ranked #1 Equity Management Platform on G2 and a Top 409A Valuation Provider on G2 & Clutch Back Products Equity management Cap Table Cap Table Transfer Cap Table One-time Setup Financial Modeling Equity Advisory All Cap Table Services 409A | Valuations 409A Valuation Eqvista Real-Time Company Valuation® Fair Market Valuation Software & IP Valuation Gift & Estate Tax Valuation Portfolio | ASC 820 Valuation QSBS Attestation Letter All Valuation Services Banking Open a Bank Account Venture Debt Public Companies Public DealShield Secondary Markets Controlled Tender Offer Eqvista 100 All services 409A Valuation Pricing Resources Blog Founder Spotlight FAQs Support Articles Calculators About Our Story Partnership Partner Perks Press Careers Contact Us Sign In Get Started Sign In Get Started Pricing Get Started with the Highest-Rated Equity Management & 409A Valuation Platform, Trusted by 23,000+ Companies from Early-Stage to Pre-IPO. Get Cap Table - It’s free! Book a Call - 409A Valuation #1 Equity Management Softwareand 409A Valuation Provider on G2 & Clutch Rated 5/5 on G2 409A Valuation and Equity Management Platform for Every Company From Startup to Pre-IPO Freemium Cap Table Completely Free $0 Get Started - It's free! No credit card required <20 stakeholders Cap Table & ESOP management Vesting Schedules Stakeholder Accounts Data Room Premium Cap Table Pay per stakeholder $2 /month* Get Premium Everything in Freemium E-signing certificates & SAFE agreemen…
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Are you Eqvista? Something off in this listing?
Agent-Ready Spec
Eqvista
Partially Agent-Ready

49

/ 100 (rubric v2.0)
Category

Equity Management

Pricing model

Not advertised

Tier count

4

Free tier

Yes

Lowest paid entry

$990/mo

Self-serve / sales-only tiers

0 / 1

Public API docs

Public

Anonymous purchase path

No

Machine-readable pricing

Not published

Last refreshed

2026-05-09

Pricing intelligenceInsights extracted from eqvista.com/pricing/
Pricing model

Tier-based subscription

Agent-purchase verdict
Human-assisted
55/100 · v2.1
Canonical answer

Eqvista pricing starts at $0/mo for the Freemium Cap Table plan; paid plans range up to $3,990/yr for Enterprise Series A, with monthly or annual billing options.

Cheapest entry

Freemium Cap Table (Free)

Actions
Open live pricing page
Verdict reflects Partially Agent-Ready status under rubric v2.0. Source observed at https://eqvista.com/pricing/.
Agent-friendly features1 of 7 present
Discovery files and protocols
Side-channel signals — informational, not part of the score. Each protocol is independent; adoption signals the publisher is thinking about agent buyers.

ai-pricing.json

agents.txt

llms.txt

sitemap.xml

MCP Server Card

Agent Skills

x402 / MPP

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CompanyAgentically Inc. (d/b/a xpay✦)1875 Mission St, Ste 103San Francisco, CA 94103, United Stateslegal@xpay.sh · privacy@xpay.sh
or ask your AI app
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