# Cake Equity vs Eqvista

| Attribute | Cake Equity | Eqvista |
|---|---|---|
| **vioscaleAI score** | 52.9 (55% (medium)) | 49.6 (22% (low)) |
| content.faq | `[{"answer":"A cap table and equity management solution for growing companies offering stock option grants, investor relations, and US compliance reporting features including 409A valuations, SAFE management, and scenario modeling. It is indexed under Cap Table Equity.","source":"https://www.cakeequity.com/pricing","question":"What is Cake Equity?","confidence":0.6},{"answer":"Cake Equity offers a free tier, so you can start without paying. Paid plans start at $1 per stakeholder per year. Prices are published openly on the vendor's own pricing page. Pricing changes often, so verify at source before relying on it.","source":"https://www.cakeequity.com/pricing","question":"Is Cake Equity free?","confidence":0.6},{"answer":"We have confirmed browser-based access to Cake Equity. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://www.cakeequity.com/pricing","question":"What platforms does Cake Equity support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Cake Equity, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://www.cakeequity.com/pricing","question":"Can Cake Equity be self-hosted?","confidence":0.6},{"answer":"We have independently confirmed ISO 27001 for Cake Equity. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Cake Equity not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.cakeequity.com/security","question":"What security certifications does Cake Equity have?","confidence":0.7},{"answer":"Cake Equity is available worldwide. Its primary market is the United States.","source":"https://www.cakeequity.com/pricing","question":"Where is Cake Equity available?","confidence":0.5}]` | - |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A platform that helps startups maintain accurate ownership records, manage equity grants with compliance automation, coordinate vesting schedules, and provide transparency to employees and investors. | Eqvista combines equity management, in-house valuation services, and AI-powered company valuation into a single platform for private companies. Organizations use Eqvista to manage cap tables, equity compensation, 409A valuations, compliance, and real-time company valuation across every stage of growth, from formation to pre-IPO. |
| features.capabilities | `{"pricing_model":"per_stakeholder_tier","investor_data_room_metrics_sharing":true,"irs_409a_valuation_bundled_service":true,"scenario_modeling_waterfall_analysis":true,"electronic_option_granting_esignature":true,"asc_718_stock_based_compensation_accounting":true}` | `{"irs_409a_valuation_bundled_service":true,"scenario_modeling_waterfall_analysis":true,"asc_718_stock_based_compensation_accounting":true}` |
| integrations.count | 4 | - |
| integrations.list | `[{"name":"Claude","native":true,"direction":"bidirectional"},{"name":"Codex","native":true,"direction":"bidirectional"},{"name":"Grok","native":true,"direction":"bidirectional"},{"name":"Cursor","native":true,"direction":"bidirectional"}]` | - |
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"hqCountry":"US","primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| media.logo | - | https://cdn.vioscale.ai/vendor-media/b9848ae1-bfd7-4e35-a544-403fc3143c51/eqvista/b661bfc4-1a76-4c38-80a9-26deea6d5188.png |
| media.video | - | `{"url":"https://www.youtube.com/watch?v=Gn8c7Ov-1Dg","title":"Cap Table Platform Walkthrough"}` |
| platform.support | `{"web":true}` | `["Cloud"]` |
| pricing | `{"type":"subscription","plans":[{"free":true,"name":"Free","summary":"Free for up to 5 stakeholders","features":["Cap table management","Stock options and vesting","SAFE notes tracking","Access to starter features"],"minSeats":5,"components":[{"kind":"fixed","amount":0,"period":"year","currency":"USD"}],"description":"For founders getting started","contactSales":false,"includedLimits":{"stakeholders":"5"}},{"free":false,"name":"Build","summary":"$1,000/year for 25 stakeholders, $1/year per additional stakeholder","features":["Cap table management","SAFE and convertible notes","Shareholder vesting","Stock option grants","Board approval workflows","Equity benchmarking","Fundraising modeling","Integrated e-signing","Shareholder portal","Investor communications"],"minSeats":25,"commitment":"annual","components":[{"kind":"fixed","amount":1000,"period":"year","currency":"USD"},{"kind":"per_unit","unit":"stakeholder","amount":1,"period":"year","currency":"USD"}],"description":"Cap table essentials for pre-seed companies","contactSales":false,"includedLimits":{"stakeholders":"25"}},{"free":false,"name":"Team","summary":"$2,750/year for 40 stakeholders, $5/year per additional stakeholder","features":["All Build plan features","Two free 409A valuations","Audit-ready 409A valuation service","Incentive plans (Options, RSUs, RSAs)","Full contract editor with customization","Legal templates for stock options","Options exercising workflow","Warrant management","Employee portal access","Free migration service","Equity benchmarks for teams"],"minSeats":40,"commitment":"annual","components":[{"kind":"fixed","amount":2750,"period":"year","currency":"USD"},{"kind":"per_unit","unit":"stakeholder","amount":5,"period":"year","currency":"USD"}],"description":"Compliant equity management for seed and series A","contactSales":false,"includedLimits":{"stakeholders":"40"}},{"free":false,"name":"Pro","summary":"Custom pricing. Includes advanced compliance and managed services.","features":["All Team plan features","Multiple 409A valuations","ESS and share-based payment reporting","Stock-based compensation reporting","Form 3921 reporting","ISO/NSO split tracking","Rule 701 exemption tracking","International option pool support","Bare trust structures","Audit-ready reporting with ownership history","Dedicated Slack support channel","Managed migration service"],"minSeats":100,"commitment":"annual","description":"Advanced reporting for complex cap tables","contactSales":true,"includedLimits":{"stakeholders":"100+"}}],"addOns":[{"name":"409A Valuation","components":[{"kind":"one_time","amount":1500,"currency":"USD"}]}],"summary":"Free tier for up to 5 stakeholders. Paid plans from $1,000/year.","currency":"USD","freeTier":true,"sourceUrl":"https://www.cakeequity.com/pricing","retrievedAt":"2026-09-04T17:59:45.884Z","startingPrice":{"amount":1000,"period":"year","currency":"USD"},"billingPeriods":["year"]}` | `{"type":"hybrid","plans":[{"free":true,"name":"Cap Table"},{"free":false,"name":"409A Valuations","contactSales":true}],"summary":"Free cap table management; custom pricing for valuations","currency":"USD","freeTier":true,"sourceUrl":"https://eqvista.com","retrievedAt":"2026-08-18T12:20:57.875Z"}` |
| pricing.free_tier | yes | yes |
| pricing.model | freemium | freemium |
| pricing.price_level | high | low |
| pricing.starting_price | `{"amount":1000,"currency":"USD"}` | - |
| pricing.transparent | yes | no |
| security.iso27001 | yes | - |
| tagline | - | Equity Management and Valuation |

## Capabilities (Cap Table Equity)

| Capability | Cake Equity | Eqvista |
|---|:--:|:--:|
| **Capabilities** |  |  |
| Electronic option granting esignature | ✓ | - |
| Asc 718 stock based compensation accounting | ✓ | ✓ |
| Irs 409a valuation bundled service | ✓ | ✓ |
| Scenario modeling waterfall analysis | ✓ | ✓ |
| Secondary liquidity event management | - | - |
| Investor data room metrics sharing | ✓ | - |
| UK emi option scheme support | - | - |
| HRIS gusto rippling sync | - | - |
| Law firm partner view access | - | - |
| SOC2 type ii | - | - |
| ISO 27001 | - | - |
| Pricing model | Per stakeholder tier | - |

*Source: vioscaleAI. Generated 2026-10-16T18:57:32.444Z. "-" = undocumented, not absent.*