Valuations
Flexible, optimized valuations for equity, stock options, and company assets.
Executive Summary
Qapita provides comprehensive valuation services tailored for private companies and investment funds, covering equity, stock options, and company assets. Their platform delivers flexible and optimized valuations, including critical 409A valuations for startups and ASC 820-compliant fund portfolio valuations. These services are supported by a team of experts, ensuring accuracy and adherence to complex financial reporting standards. The platform is designed to handle multi-currency valuations, automatically applying real-time exchange rates and adjusting for country-specific compliance requirements. This global capability ensures precise valuations for cross-border operations and simplifies compliance with standards such as ASC 718 for stock option reporting. Qapita aims to streamline the valuation process, offering real-time visibility and seamless reporting to various stakeholders.
Use Cases
- Obtaining 409A valuations for private companies to comply with IRS regulations.
- Performing ASC 820-compliant fund portfolio valuations for investment funds.
- Calculating the fair market value of stock options for grant awards and financial reporting (ASC 718).
- Tracking and reporting the changing value of a company's equity over time for cap table management.
- Ensuring compliance with country-specific valuation regulations and international financial reporting standards.
Features
Visibility
- Real-time Cap Table & Equity Value Tracking: Tracks the changing value of your company's equity over time, including pre-money valuations, within a comprehensive cap table.
- Multi-Currency Valuation View: View and manage valuations across multiple currencies with real-time exchange rate adjustments for global operations.
- Compliance Status Monitoring: Monitor adherence to critical valuation standards like 409A, ASC 820, and ASC 718 for regulatory compliance.
Intelligence
- Optimized Valuation Models: Utilizes flexible and optimized models to provide accurate 409A and portfolio valuations tailored to specific company needs.
- Automated Compliance Adjustments: Automatically adjusts valuations for country-specific compliance needs and international financial reporting standards.
Support
- Human-Powered Global Support: Access a trusted team of valuation experts for personalized guidance and support throughout the complex valuation process.
Technical Specifications
- Deployment
- SaaS
- API Available
- Yes
Security & Compliance
Certifications: SOC 1, SOC 2, ISO 27001, GDPR
Encryption: Enterprise-grade security measures are implemented to protect confidential financial and equity data.
Pricing
- Model
- Tiered subscription based on features, company stage, and equity management needs.
- Starting Price
- Contact sales
- Target Customer
- Startups,Mid-Market,Enterprise
About Qapita
Qapita is a B2B software company that provides an equity management and liquidity platform for private and listed companies. Its main products and services include cap table management, employee stock option plan (ESOP) administration, investor reporting, and facilitating secondary share sales and fund administration. Qapita targets startups, venture-backed companies, and other private firms, as well as listed companies, to simplify ownership workflows and unlock liquidity for stakeholders.