Qapita
Simplify equity management, empower every stakeholder.
Executive Summary
Qapita is a comprehensive equity management platform designed for private companies, from early-stage startups to unicorns and pre-IPO entities. It streamlines capitalization table management, employee stock ownership plan (ESOP) administration, valuations, and financial reporting. The platform provides a single source of truth for equity data, automates complex workflows, ensures compliance across various jurisdictions, and offers liquidity solutions, empowering founders, HR, finance, and legal teams to manage equity efficiently and transparently.
Use Cases
- Managing capitalization tables for startups from seed to IPO, ensuring accuracy and investor readiness.
- Administering employee stock option plans (ESOPs) with automated vesting, grant issuance, and compliance.
- Generating audit-ready financial reports for equity compensation, adhering to ASC 718 and IFRS 2 standards.
- Conducting independent 409A valuations for private companies to ensure tax compliance.
- Facilitating liquidity events for employees and early investors through tender offers and secondary transactions.
- Modeling funding rounds and exit scenarios to understand dilution and the distribution of proceeds among stakeholders.
Features
Visibility
- Real-time Cap Table Management: Provides a single source of truth for ownership, securities, and transactions, updating with every change to ensure accuracy.
- Employee Equity Dashboards: Offers personalized dashboards for employees to view vested/unvested awards, current value, and understand their equity holdings.
- Funding Round Modeling: Allows simulation of different fundraising scenarios to understand dilution impact and make informed financing decisions.
- Audit Trail & Document Repository: Maintains a full audit trail of all equity transactions with associated supporting documents, acting as a virtual data room.
- Valuation History & Analysis: Tracks company valuation history and allows for scenario analysis on equity value and liquidation preferences.
Intelligence
- Automated Vesting & Grant Management: Streamlines the entire equity lifecycle from plan creation and grant issuance to automated vesting schedules and employee offboarding.
- Compliance Automation: Includes built-in compliance checks for global stock plans, U.S. tax-compliant structures, and automated generation of audit-ready reports.
- 409A Valuations: Provides independent, audit-ready 409A valuations from qualified experts, with comprehensive reports and audit assistance.
- ASC 718 / IFRS 2 Reporting Automation: Automatically calculates and generates GAAP-compliant expense reports for share-based payments, mapped to grants and vesting schedules.
Support
- Dedicated Customer Success Manager: Available for Growth and Enterprise plans to provide assistance and act as an extension of the finance team.
- Employee Education Sessions: Offers workshops and tailored communication to help employees understand and appreciate their equity.
- Knowledge Base & Guides: Provides step-by-step instructions, explanations of key terms, and practical tips for platform management.
- Equity Compensation Advisory: Offers tailored guidance to design equity strategies that align with company goals and stage.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- SSO, MFA
- API Available
- Yes
- MCP Server
- No
Integrations
- Banking systems
Security & Compliance
Encryption: AES-256 at rest, TLS 1.2/1.3 in transit
Data Residency: Singapore/India
Pricing
- Model
- Tiered subscription
- Starting Price
- Basic (Free), Starter (Starting at $1,000.00/year), Growth (Contact Us), Enterprise (Contact Us)
- Target Customer
- Pre-Seed & Seed stage startups, Series A stage startups, Series B+ startups & scaleups, Unicorns & pre-IPO companies, Listed Companies
- Contract Type
- Annual
- Free Trial
- Yes, Free Basic plan, Custom demo (credit card required)
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.