Finance AI Index
Index Vendors › Eqvista · September 2026 Edition
1 category · Ranked

Eqvista

94Judge labels
17First choices
10Negative labels
12 of 12Models named it
1Category
September 2026 Edition. Every number here is derived from the raw labels under vendor table vv2026-09.2, every buyer segment counted.
Best standing
16% in Cap table management for small business buyers
Rank 3 of 41 in the mid-market standingaccepted challenger
0 of 12 models made it the first choice on the direct prompt; 0% of its 35 labels there were negative.
By buyer segmentStrongest at small business.
In cap table management · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named Eqvista for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.
CategoryFunctionShareRankNegative rateLabelsQuadrant
Cap table managementEquity and corporate12%3 of 410%35accepted challenger

Movement

This is the first edition on this tier, so no move can be computed for Eqvista yet. From the next edition this section shows, per buyer segment, whether its share moved by more than the measured noise floor.

By model

How each model treated Eqvista across every prompt where it was named for a mid-market B2B company. Twelve models, six prompts per category.
ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.511002
GPT-5.4 mini13004
Gemini 3.5 Flash03104
Perplexity Sonar03003
Grok 4.1 Fast21104
Mistral Small10001
DeepSeek V4 Flash12003
Llama 4 Maverick11103
Qwen 3.7 Flash02002
Kimi K212104
GLM 4.7 FlashX02103
MiniMax M2.500202

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.
FramingLabels by classFirst choices
Direct11 labels2
Paraphrase12 labels2
Comparative26 labels2not counted in share
Budget-constrained24 labels12
Scale-constrained8 labels1
Negative13 labels1not counted in share
First choiceAlternativeMentionNegative94 labels in all, every segment counted; 17 of the 20 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“Eqvista - G2’s #1 Equity Management Platform, provides comprehensive equity management with expert 409A valuations” Llama 4 Maverick · Cap table management · paraphrase prompt · first choice
“Eqvista is typically the strongest budget pick because it's inexpensive and bundles 409A valuations” DeepSeek V4 Flash · Cap table management · budget prompt · first choice
“I'd recommend starting with Carta Launch (free) or Eqvista (free up to 20)” Kimi K2 · Cap table management · budget prompt · first choice
“starting with Carta Launch, Pulley, or Eqvista’s free tier is highly recommended” Mistral Small · Cap table management · budget prompt · first choice

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

No model argued against it.

Named alongside

The products named in the same answers as Eqvista, over the 94 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Eqvista was named but was not.
ProductSame answerTook the first choice insteadHead to head
Pulley81 of 9420Not in the top three
Cake Equity63 of 9410Not in the top three
Ledgy56 of 940Not in the top three
Shareworks38 of 945Not in the top three
Fidelity Private Shares19 of 940Not in the top three
Mantle14 of 945Not in the top three
AngelList Stack12 of 940Not in the top three
J.P. Morgan Workplace Solutions9 of 942Not in the top three
A head-to-head page exists where both products are in a category's top three. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named Eqvista. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, four of the twelve in this edition, so these counts come from 82 of the 94 answers that named Eqvista and are not a share of its labels.

Domains cited

cakeequity.com68
eqvista.comYour site54
waveup.com48
guideflow.com47
qapita.com40
valueaddvc.com37
aifundingtracker.com32
carta.com29
cheqly.com27
pulley.com26

354 of the 408 domain citations in answers naming Eqvista came from somebody else's page.

Pages cited

Pages are listed as the models cited them.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when Eqvista's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as Eqvista, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

It does not get any change to labels, shares or verdicts, any preview, or any say over which quotes appear. A verification link goes to your work email; an address at eqvista.com is approved on the spot, any other address is reviewed by hand.

Your name and company appear on the claimed page, or the company alone if you ask below. A title and a LinkedIn address appear there too if you give them, and are left off if you do not. Your email address is never published.