There is a moment in every company’s growth when the market stops debating the question and starts confirming the answer. For Eqvista, that moment has arrived. Cheqly’s long-standing partner has secured the #1 ranking on G2 in the Equity Management category in addition to being the #1 409A valuation provider in the US.
Together, these milestones reflect something more than competitive traction. They reflect a fundamental shift in how private companies are choosing to manage equity and track value.
A Track Record Built on 23,000+ Companies and $270B+ in Equity
Eqvista’s ascent to the top of the 409A valuation market didn’t happen by accident. As a company built by founders who experienced the frustration of opaque equity structures firsthand, every part of the platform was designed to address real friction points, from early cap table setup to pre-IPO compliance. The result is a service that founders trust as a long-term partner, not just a one-time compliance checkbox.
Presently, Eqvista values more than $5 billion in client assets every month. Their 409A valuations are delivered by an in-house team of NACVA-certified analysts in partnership with leading data scientists. This allows them to combine AI-powered workflows with rigorous human review to produce reports that are both fast and defensible. That’s why Big 4 auditors and other leading firms trust Eqvista’s methodology.
What sets Eqvista apart in this space isn’t just scale, but also its accessibility. Analysts are reachable within 24 hours, not hidden behind automated queues. Pricing is transparent, with no hidden consultation fees or pay-to-play structures that penalize founders for needing expert access. For companies navigating term sheet negotiations, option pool planning, or investor questions, that kind of responsiveness is a competitive edge.
G2’s #1 Equity Management Platform: What the Ranking Really Reflects
G2 rankings are determined by a combination of customer satisfaction scores and market presence, which makes Eqvista’s #1 position in the Equity Management category particularly meaningful. It reflects not just adoption, but the sustained trust of thousands of founders, investors, and finance teams who rely on the platform daily.
Ratings on G2 are submitted by verified users, so a top ranking cannot be bought or engineered. It has to be earned through product quality and genuine customer outcomes.
The platform is built as a true all-in-one solution, independent of third-party databases, with capabilities spanning real-time cap table tracking, transparent digital share issuance, transaction history, fundraising scenario modeling, and role-based access controls. Founders return to Eqvista and refer their networks because the platform removes the administrative friction that typically accompanies equity management as a company scales.
The broader vision behind the product is Eqvista Real-Time Company Valuation®, a live stock price for private companies that continuously reflects actual business conditions rather than a point-in-time snapshot. Private companies represent more than half of global GDP, yet they’ve historically lacked the pricing infrastructure available to their public counterparts.
Eqvista is building toward becoming the Bloomberg of private equity, with the ambition of scaling to $1 trillion in assets under administration by 2030.
Leading Without Venture Capital
In a market where leading equity management platforms have raised significant venture capital, including Carta, which has raised over $1.2 billion and currently ranks #9 in the Cap Table category on G2, and Pulley, which has raised over $50 million and ranks #11, Eqvista’s trajectory stands apart.
As a fully bootstrapped company, Eqvista has achieved the #1 ranking for equity management on G2 while also establishing itself as a leading 409A valuation provider. The contrast highlights a broader industry reality. While capital can accelerate expansion, long-term leadership in financial infrastructure is ultimately determined by product reliability, compliance depth, and sustained customer trust.
Aligning Banking and Equity: What This Means for Cheqly Clients
Cheqly has partnered with Eqvista to give startups and SMEs a unified financial foundation, something that has historically required multiple providers and significant coordination overhead. Through this partnership, Cheqly clients gain direct access to Eqvista’s industry-leading cap table management and 409A valuation services.
Whether you’re issuing shares for the first time, preparing for a funding round, or building out an option pool to attract talent, the Eqvista platform handles the complexity so you don’t have to. Meanwhile, Cheqly‘s intuitive banking interface streamlines the financial operations, from account setup and transfers to debit card issuance, keeping your business moving day to day.
Together, Cheqly and Eqvista remove the operational and compliance burdens that typically drain founder bandwidth at the worst possible moments. The time and cost savings can be reinvested for mission critical tasks.
With Eqvista’s cap table management included free with the 409A subscription and its pricing running at up to 70% less than comparable platforms, the value proposition is as practical as it is strategic.
For founders who want to move fast and stay compliant, this partnership offers the infrastructure to do exactly that. Explore what the #1-ranked equity platform can do for your startup. Connect with Eqvista today!