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Invest in Eqvista

One of the fastest-growing stock management platforms trusted by 9,000+ organizations, with over $22B in assets under administration.

AS SEEN IN...

Founder funded

High traction without any outside capital

Seasoned founders

Founder has driven another businesses to reach a 38x multiple*

Reinvested cash flow

Eqvista has reinvested 100% of free cash flow back into the business
Highlights

Eqvista is becoming one of the fastest growing equity platforms on the market.

Trusted by over 9,000 companies.

01.

3,400% growth rate over 24 months

02.

$22.6 Billion in client equity under administration with $4.2 Billion in assets valued

03.

Industry leading customer retention rate of 83%1

04.

Estimated $9.8 Trillion market

No money or other consideration is being solicited, and if sent in response, will not be accepted. No offer to buy the securities can be accepted and no part of the purchase price can be received until the offering statement is filed and only though the platform of an intermediary (funding portal or broker-dealer). A persons indication of interest includes no obligation or commitment of any kind.
The problem

A number of private companies are still using spreadsheets to manage their captables.

Companies are staying private longer driving them to look for the right private stock management solution. They’re currently typically poorly managed across multiple platforms with critical limitations.

The solution

A stock management all-in-one solution that simply works.

Built from the ground up, Eqvista is now trusted by 35,000+ shareholders and 8,000 companies of all sizes and has become one of the fastest-growing private equity platforms on the market. Eqvista offers a more efficient CapTable management solution that allows for a faster & more efficient way to issue, share & manage private company shares.

The product

Striving to provide a fuller liquidity market for private companies.

Traction

3,400% growth in the past 24 months.

Eqvista has cracked the code of client acquisition.

01.

$22.6 Billion in client equity under administration with $4.2 Billion in assets valued

02.

Trusted by over 9,000 companies

03.

Adding 350+ new companies monthly

04.

CLV (Customer Lifetime Value) $5,500 = $6,000 — CAC (Customer Acquisition Costs) $500

05.

Eqvista strives to hit $21M in sales by 2026.

Into the details

Case study: Adrona Inc. - Mid-sized Company

The Problem

Adrona Inc. was looking for a equity management platform to issue and distribute their shares to their employees with set vesting schedules.

Company profile:

Revenue $50 million with 350 employees (80 employees on ESOPs), valued at $750 million

The Solution:

Eqvista provided a CapTable solution, ESOPs, and share distribution to over 120 shareholders for a yearly fee of $5,200.

The big wins

  • Fixed errors in the client’s captable eliminating potential lawsuits and saving a considerable amount of money.
  • Distributed shares to employees and investors.
  • Identified and removed the client’s equity distribution and ensured accuracy.
  • Big performance gains for GPU enabled apps.
  • In house valuation analysts priced the common shares.
Business Model

Built on transactional and recurring revenue.

Here's how Eqvista makes money:

Meet the team

Eqvista operates with an experienced team of more than 20 professionals headquartered across the US, Europe, and Hong Kong and long term partnerships with law firms, VC firms and other fintech SaaS companies.

Tomas Milar – Co-Founder & CEO

Tomas’ mission is to build a public stock market for private companies, pushing Eqvista to become one of the fastest growing CapTable management company on the market. Under his leadership, Eqvista has grown to $22.6 Billion AUA (Asset Under Administration). His goal is to develop a completely new market. Tomas is the founder of several successful startups across the US and Asia.

Colin Mc Crea - Head of Valuation

Colin has 7+ years of experience in valuation, taxation and audit for SMEs across the US and Asia. He is a CVA and specializes in IP valuation, waterfall analysis & OPM valuations. Colin is now with Eqvista for managing company valuation, corporate taxation, and equity management.

About Eqvista

Website
Eqvista.com
Founded
2018
Product out of beta
February 2020
Founder
Tomas Milar
Security type
Reg CF
Social Media
Location
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***:

No money or other consideration is being solicited, and if sent in response, will not be accepted;

No offer to buy the securities can be accepted and no part of the purchase price can be received until the offering statement is filed and only though the platform of an intermediary (funding portal or broker-dealer);

A person’s indication of interest includes no obligation or commitment of any kind.

We are 'testing the waters' to gauge investor interest in an offering under Regulation Crowdfunding. No money or other consideration is being solicited. If sent, it will not be accepted. No offer to buy securities will be accepted. No part of the purchase price will be received until a Form C is filed and only through Securitize Market’s platform. Any indication of interest involves no obligation or commitment of any kind.

*:

Past performance does not guarantee future results

1:

Mordor Research & DataCenterFrontier

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