ESOP Management
Simplify employee stock ownership, manage plans, grants, vesting & exercises globally.
Executive Summary
Qapita's ESOP Management solution is a global platform designed to simplify employee stock ownership and overall equity management. It enables companies to efficiently set up and manage various stock plans, including grants, vesting schedules, and exercises. The platform supports different equity compensation types such as ISOs, NSOs, RSUs, and SARs, catering to global teams and ensuring compliance with financial reporting standards like ASC 718. As a digital ally in equity management, Qapita helps streamline the entire process, from drafting ESOP documentation to tracking and modeling ownership. It provides audit-ready tools crucial for startups and scale-ups, allowing them to tailor equity compensation plans aligned with their company stage and global compensation strategy. This robust management system is instrumental in attracting and retaining top-tier talent through effective equity incentives.
Use Cases
- Setup and manage stock plans, grants, vesting & exercises
- Support ISOs/NSOs, RSUs, global teams and ASC 718 reporting
- Tailor equity compensation plans (ISO, NSO, RSU, SAR) aligned to company stage and global strategy
- Attract and retain talent through effective ESOPs
- Manage digital cap tables and ESOPs concurrently
Features
Visibility
- Digital Cap Table: Manage and track equity ownership online with audit-ready tools.
- Stock Plan Management: Setup and manage various stock plans, grants, vesting schedules, and exercises.
- Funding Round Modelling: Model different funding scenarios and their impact on equity.
- Data Room: Securely share relevant documents with stakeholders.
Intelligence
- Valuations: Perform 409A valuations for equity compensation.
- Financial Reporting: Generate ASC 718 compliant reports for stock options.
Support
- Self-Onboarding Process: Easy self-onboarding process for quick setup and management.
- Custom Equity Compensation Advisory: Expertly tailor equity compensation plans (ISO, NSO, RSU, SAR) aligned to company stage and global strategy.
Technical Specifications
- Deployment
- SaaS
- API Available
- Yes
Security & Compliance
Certifications: SOC 1 Type 2, SOC 2, ISO 27001, ISO 27018, GDPR
Encryption: Data encryption (at rest and in transit)
Pricing
- Model
- Subscription-based, tiered
- Starting Price
- Contact sales
- Target Customer
- SMB,Mid-Market
- Contract Type
- Annual
- Free Trial
- No
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.