- Free white-glove migration
- First year of cap table management free
- $500 toward your first year's 409A valuation plan
- Migration in as little as 3–5 business days
- Dedicated migration specialist
- Review your migrated cap table before you commit
https://eqvista.com/switch-from-pulley-to-eqvista/
[source: https://www.linkedin.com/posts/eqvista_pulley-eqvista-captab...]
- your valuation doesn't change all that often
- you don't really want investors and employees spending their time asking you about their shares (and liquidity)
- 409A: ask Claude about when you're granting options and how to minimise time spent on your tax related obligations