Equity Management Software

End-to-End Equity Management Software

Q: Why is equity management important for startups?

Startups issue equity constantly to founders, employees, and investors, and errors compound with every funding round. Proper equity management keeps ownership records accurate, audit-ready, and trusted by investors from day one.

Q: How does equity management software help with compliance?

Equity management software automates 409A valuations, ASC 718 expense reporting, and shareholder documentation, reducing manual compliance work and helping companies maintain audit-ready records throughout the year.

From cap table accuracy to founder transparency to audit compliance, Qapita's equity management software brings it all together. Manage fundraising, share issuance, equity awards, valuations, and liquidity in one system, without manual reconciliation. Serving 3,000+ companies, across 60+ countries, one source of truth.

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Explore the Equity Suite

Trusted by 3,000+ companies across 60+ countries

Private Companies

2,400+

Listed Companies

100+

Equity Under Management

US $55B+

Equity Plans Designed

1,400+

Equity Plans Designed

1,400+

What We Do

Unlocking the power of equity

Seeding

(Pre-Seed to Series A)

Set Up Your Cap Table and Equity Plan Before You Fundraise

Walk into fundraising with a cap table investors trust. Qapita's equity management solutions handle compensation benchmarking, policy design, and structuring for options, RSUs, and SARs so equity plan mistakes don't surface during Series A due diligence.

Building

(Series A to Series B+)

Manage Investors and Employees on One Platform as You Scale

One cap table, not six spreadsheets. Qapita's equity management platform centralizes digital grants, runs scenario modeling for due diligence, and keeps employees engaged with real-time equity pay slips and town halls, built to scale with headcount, not against it.

Harnessing

(Series B to Pre-IPO)

Stay Audit-Ready Without the Fire Drill

409A valuations, ASC 718 expense amortization, and tax compliance run continuously through built-in equity tracking software, no scrambling before an audit. Enterprise-grade security keeps financial reporting ready whenever it's asked for.

Unleashing

(Pre-IPO / Liquidity Event)

Turn Equity Into Real Liquidity

Structure tender offers, run secondary transactions, and manage custom liquidity events with equity management tools built for digital exercise workflows at scale giving your team a real path from equity on paper to wealth in hand.

End-to-End Equity Management in One Platform

Update ownership, record rounds, model scenarios, and share an investor-ready cap table instantly.

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Create equity plans, issue grants, automate vesting, and track employee equity with clear, auditable workflows using purpose-built equity management tools.

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Structure equity, benchmark policies, and align grants with hiring and compliance needs, backed by expert guidance and Qapita's equity management solutions.

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Expert-led 409A valuations with customized assumptions, full documentation, and a clear audit trail.

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Generate compliant, audit-ready expense reports backed by trusted valuation models and expert accounting logic.

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Launch liquidity events, define rules, run approvals, and settle transactions without breaking your cap table.

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Administer phantom stock, SARs, and profit interests, run quarterly revaluations, and report under ASC 718, all without a cap table.

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All Things Equity

Manage equity for every stakeholder

From founder shares to employee options to investor preferences, manage the full spectrum of equity across your entire cap table.

For founders

Protect and distribute founder equity with confidence.

Founder & common stock: Issue and track initial founder shares and early employee grants from day one.

‍Flexible vesting schedules: Configure time-based, milestone-based, or hybrid vesting plans that align with your company's growth.

‍Compliance from day one: Automate shareholder agreements, board approvals, and cap table documentation audit-ready and DD-compliant, always.

For investors

Real-time visibility into preferred stock, preferences, and portfolio value.

Preferred stock and instruments: Issue preferred shares, SAFEs, convertible notes, and other instruments while tracking liquidation preferences and anti-dilution protections.

‍Audit-ready cap table: One source of truth for ownership across every round, instrument, and stakeholder ready for due diligence at any time.

‍Simplified investor reporting: Automated updates with real-time cap table visibility, valuation snapshots, and dilution tracking across funding rounds.

For employees

Stock plans that attract, retain, and align talent with growth.

Visualize stock options: Help employees understand the real value of their ISOs and NSOs with clear vesting dashboards.

‍Track RSUs & grants: Give employees transparency into RSUs and awards through equity pay slips as your company scales beyond options.

‍Exercise & tax guidance: Simplify the exercise process with clear visibility into AMT implications so employees make informed decisions, not guesses.

More stakeholders? Simplify equity for everyone with Qapita.

Track ownership, manage ESOPs, automate reporting, and keep every stakeholder aligned on one platform.

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Testimonials

Words from our valued customers

Expert guidance and hands-on support made our transition seamless

I recently transitioned my company from Carta to Qapita, and the experience was outstanding. Qapita truly held my hand through every step. The team was highly responsive, proactive, and incredibly patient. They truly held my hand through the entire process (discovery, onboarding, data migration, validation, and go-live) making something that initially felt overwhelming, smooth and stress-free.

Amanda S

HR/Ops Manager
Mid-Market(51-1000 emp.)

Great onboarding experience overall.

We moved over from Carta, which was very over priced, and did not provide any kind of support. Qapita made the whole experience seamless and pain-free, and helped us to move everything over without any issues. What is also great, is that we get all this for a fraction of what we were paying Carta.

Colin M

HR/Ops Manager
Mid-Market(51-1000 emp.)

Easily manageable platform. amazing customer service

I love the amount of regular support that was provided to get us set up and at the price point. The structure of the contract did not feel like it was penalizing us for scaling.

Khurram Khalil J.

Mid-Market(51-1000 emp.)

Employee Stock Option Plan Management via Qapita

Qapita’s customer support has been incredibly helpful, always responsive and solution-oriented, even during late hours. our customer success manager flags potential risks we should be aware of. The platform itself is intuitive and easy to navigate, with clear online instructions that make it easy to use even for first-time users.

Jinjin Z

Associate Manager, Performance and Rewards
Mid-Market(51-1000 emp.)

“Qapita is one of the easiest equity management tools with one of the best support teams in the market. …Highly Recommended."

Aquibur Rahman

CEO and Co-founder, Mailmodo

Secure tool to share CapTable and Investment Documents

Secure tool to share CapTable and Investment Documents - Qapita creates my Captable from the underlying transactions making it easily auditable and due diligence ready. Further Qapita seamlessly links my transactions with all the relevant documentation making it easy for investors to access all the data they need. Qapita also has a secure data room to store my pitch decks and financial models.

Rajesh B

Sr. Program Manager
Small-Business(50 or fewer emp.)

Qapita Aims At Simplifying All Our Equity Processes

What I like best about Qapita is the unified platform that brings cap table, vesting, and investor management into a single, streamlined system. It makes equity management accessible without overcomplicating things.

Indrani C.

Senior Manager
Enterprise (> 1000 emp)

Qapita is one of the easiest equity management tools with one of the best support teams in the market. Highly Recommended.

Aquibur Rahman

CEO and Co-founder, Mailmodo

Qapita has saved my team an enormous amount of time and effort. They have helped us effectively manage our ESOPs all‑digitally as well as organize our Captable. The user interface is great, onboarding was smooth.

Ankur Sharma

Chief Financial Officer, Boat

Qapita has helped us in drastically improving our employee engagement on our Employee equity front. Equity payslips and valuation slider are really useful.

Prashant Kumar

Co‑founder, Zingbus

In Qapita, we have found a partner that supports us with all aspects related to ESOPs from plan review to employee education. Qapita's platform and their interactive employee sessions on communicating ESOPs effectively have been very helpful.

Ginu Nair

VP HR, Zetwerk

ESOP Management & Reporting Made Easy

Qapita has not only made managing ESOPs easy but has also helped us fulfill our reporting obligations efficient. We now have everything at one place and no longer need to maintain complex excel sheets.More detailed product videos would help utilise all features.

Darshan P

Small-Business (50 or fewer emp)

Qapita is an excellent platform. We have used them since Series C to the current Series D. There are lots of other vendors with a lot of bells and whistles that we don’t currently need, Qapita has just the right services that we need and much more cost-effective. Their team is also very helpful and responsive.

Daniel Song

General Counsel, Biofourmis

The best part in dealing with the ESOP Direct team was that they worked alongside with us (founders) during the process. They really made an effort to understand our work culture and employee philosophy. It was a great example of collaborative efforts to customize an employee stock option plan from scratch. ESOP Direct team also provided great support during the implementation. They are highly recommended for anybody setting up employee compensation schemes for the first time!

Yeoh Chen Chow

Co-founder, MyFave

We pride ourselves as being the fastest growing coffee chain in Indonesia. We are backed by Sequoia Capital and other top notch VCs. When we decided to start an ESOP scheme, we zeroed in on ESOP Direct–A Qapita Company because they have extensive knowledge in this space. They guided us step by step through the entire process. We are particularly happy with their alacrity in responding to our queries!

Edward Tirtanata

CEO & Co-Founder, Kopi Kenangan

Pricing

Why Switch to Qapita Equity Management Platform

Global Compliance & Tax Guides

Equity Design, Drafting & Review

Equity Education & Webinars

83(b) & Custom Instruments

Financial reporting (ASC 718 / IFRS 2)

Standalone 409A & audit support

Full-service support model

Qapita

150+ countries

Global

Full-service

Standard

Standard / Available

Included

Most Platforms in the Market

US-only / Restricted

US-only

US-only / Restricted

Restricted

Gate behind premium plans

Often gated behind premium plans

Restricted

Why Qapita

Qapita offers true ‘seed-to-scale’ solutions – supporting thousands of Early-Stage startups as well as Large Companies across 20 countries.

G2 Grid® for Equity Management Software | Summer 2025

FAQs

Frequently asked questions

What is equity management in business?

Equity management is the process of tracking and managing company ownership, including shares, stock options, and cap tables. It helps businesses maintain accurate ownership records and stay compliant as they grow.

What is equity management software?

Equity management software is a platform that automates cap table tracking, equity grants, valuations, and compliance reporting, replacing manual spreadsheets with a single, auditable source of truth.

Why is equity management important for startups?

Startups issue equity constantly, to founders, employees, and investors, and errors compound with every round. Proper equity management keeps ownership records accurate, audit-ready, and trusted by investors from day one.

Who should use equity management software?

Any company issuing equity will have founders managing cap tables, finance teams handling compliance, HR administering employee stock plans, and legal teams overseeing shareholder agreements, benefits from equity management tools built for their specific workflows.

How does equity management software simplify cap table management?

It centralizes ownership records, automates updates after each transaction, and eliminates manual reconciliation. Purpose-built equity tracking software keeps your cap table accurate without spreadsheet version conflicts.

Can the equity management software manage employee stock options and equity administration?

Yes. Equity management platforms handle option grants, vesting schedules, exercises, and full equity administration, from issuance through tax reporting.

What types of equity awards can be managed?

Most equity management platforms support common stock, preferred stock, stock options (ISOs, NSOs), RSUs, RSAs, SARs, and phantom stock, covering the full range of equity instruments companies issue.

How does equity management software help with compliance?

It automates 409A valuations, ASC 718 expense reporting, and shareholder documentation, reducing manual compliance work and keeping records audit-ready year-round.

Does the software support scenario modeling?

Yes. Scenario modeling lets you simulate funding rounds, dilution, and exit outcomes before they happen, so founders and investors can evaluate decisions with real numbers, not guesswork.

Does the platform integrate with HR, payroll, and accounting systems?

Most equity management platforms integrate with HRIS and payroll systems to sync employee and compensation data. Coverage varies by platform, so confirm specific integrations before choosing one.

How secure is my company's equity data?

Equity management platforms typically use multi-factor authentication, SOC 2 compliance, and GDPR-aligned data handling to protect sensitive ownership and compensation information.

Can the software handle multiple funding rounds and entities?

Yes. Equity management software is built to track ownership across every funding round, share class, and for companies with subsidiaries and multiple legal entities, all from one cap table.

Why switch from spreadsheets to equity management software?

Spreadsheets break down as companies scale, version conflicts, manual errors, no audit trail. The best equity management software automates updates, centralizes records, and keeps your cap table investor- and auditor-ready at all times.

How clean and accurate will my cap table be after moving to Qapita?

Qapita's onboarding rebuilds and validates your full equity history before go-live, not just imports your existing spreadsheet. Every transaction, grant, and round is checked against source documents, so your cap table reflects reality, not accumulated spreadsheet errors.

How does Qapita help during fundraising?

Qapita supports round modeling, waterfall analysis, and scenario planning so you can see dilution impact before you sign a term sheet. Investors get a clean, shareable cap table view, and closed rounds update your ownership records automatically.

Will investors and auditors accept Qapita reports?

Yes. Qapita's 409A valuations, ASC 718 financial reporting, and audit support are built to the same standard investors and auditors expect from any equity management platform, with full documentation and audit trails included as standard, not a paid add-on.

Are there different permission levels and access to information according to role?

Yes. Qapita supports role-based access, so founders, finance, legal, HR, and employees each see only the information relevant to their role, protecting sensitive cap table and compensation data.

What integrations does Qapita offer?

Qapita integrates with HRIS and SSO systems to keep employees and access data in sync. Check Qapita's integrations page for the current list, as supported integrations expand regularly.

How reliable is Qapita for long-term scaling?

Qapita is built for companies scaling from seed to exit, supporting multiple funding rounds, entities, and jurisdictions on one platform. As your company grows, your equity data structure doesn't need to be rebuilt or migrated.

Resources

Stay ahead of the curve

Article

January 13, 2026

Your guide to 409A valuation methodology

There are three main types of 409A valuation methodology: the Market Approach, the Income Approach, and the Asset Approach.

Article

April 4, 2024

How much does a 409A valuation cost for startups?

Learn how much a 409A valuation costs, what factors affect pricing, and how startups can get an accurate, IRS-compliant valuation without overpaying.

Article

January 7, 2026

Confused about your startup's 409A valuation? We've got answers

Do you have doubts about startup 409A Valuations? This article answers all your questions about 409A Valuations for startups.

Article

January 5, 2026

A founder's guide to 409A valuation

Here is a comprehensive guide for founders to understand the 409A valuation process, its importance, and its implications for startups & emerging companies.

See all articles

ESOP Management 101

What is ESOP management?

ESOP management (also called ESOP administration or stock option management) is the end-to-end process of creating, issuing, tracking, and reporting employee stock options for private and listed companies in India.

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Think of it as the operating system for your employee ownership program. Founders manually juggle Excel sheets to track who got what grant, when options vest, exercise prices, tax implications, and compliance filings. This breaks during fundraises (investors demand clean cap tables) or audits (SEBI/ROC want SH-6 registers). ESOP management software like Qapita automates this entire lifecycle on one platform.

What it includes:

Stock plan administration: Setting up your ESOP policy, creating option pools (typically 8-12% for startups), defining grant terms, and structuring vesting schedules (4-year with 1-year cliff is standard in India).

Exercise workflows: Tracking vested vs unvested options in real-time, processing exercises, handling changes like employee onboarding/offboarding, pool refreshes, or secondary buybacks.

Employee experience: Digital grant letters, personal dashboards showing" your options worth ₹X today, ₹Y at next round", equity payslips, and education to reduce confusion about taxes or liquidity.

Compliance & reporting: Automated SH-6 registers, Companies Act filings, Ind-AS 102 expense reporting, SEBI-registered valuations, board minutes – everything audit-ready for VCs, statutory auditors, or listing prep.

Why use ESOP management software?

Manual ESOP tracking in spreadsheets fails many startups when they scale. For instance, think broken vesting formulas during fundraises, forgotten SH-6 registe rupdates for SEBI compliance, or tax miscalculations that hit your Ind-AS 102 reports.

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ESOP management software fixes this by centralizing your ESOP administration on a single audit-ready platform, saving founders hours monthly while eliminating compliance penalties.

Common spreadsheet problems it solves:

Error-prone cap tables: One mismatched grant can cascade into wrong dilution during VC diligence. Qapita rebuilds your history into a transaction ledger for 100% accuracy.

Compliance chaos: Manual Companies Act filings, valuation tracking, and board approvals delay grants. Automated workflows handle Section 62(1)(b) resolutions, SEBI-registered FMV, and statutory registers out-of-the-box.

Employee confusion: Workers don't understand vested value, exercise windows, or perquisite tax (FMV - strike). Personal dashboards, equity payslips, and tax estimators boost employee retention.

Slow fundraises: Investors demand pre/post-money breakdowns instantly. Point-and-click scenario modeling shows option pool impact, exit waterfalls without having extensive Excel sheets.

Audit delays: Statutory auditors reject manual reports. Qapita exports match Big Four formats: grant ledgers, vesting summaries, fully diluted ownership. All transaction-backed.

Let's talk about your Equity Management

Starting fresh or switching platforms? Our team will answer your questions and show you exactly how Qapita can work for you. Book a consultation, it's free.

Talk to an Expert

End-to-End Equity Management Software

Unlocking the power of equity​

Seeding

Building

Harnessing

Unleashing

End-to-End Equity Management in One Platform

Cap Table Management

Stock Plan Management

Equity Compensation Advisory

409A Valuation

Financial Reporting (ASC 718)

Tender Offers

Phantom Stock & SARs

Manage equity for every stakeholder​

For founders

For investors​

For employees​

More stakeholders? Simplify equity for everyone with Qapita.

Words from our valued customers

Why Switch to Qapita Equity Management Platform

Why Qapita

Frequently asked questions

What is equity management in business?

What is equity management software?

Why is equity management important for startups?

Who should use equity management software?

How does equity management software simplify cap table management?

Can the equity management software manage employee stock options and equity administration?

What types of equity awards can be managed?

How does equity management software help with compliance?

Does the software support scenario modeling?

Does the platform integrate with HR, payroll, and accounting systems?

How secure is my company's equity data?

Can the software handle multiple funding rounds and entities?

Why switch from spreadsheets to equity management software?

How clean and accurate will my cap table be after moving to Qapita?

How does Qapita help during fundraising?

Will investors and auditors accept Qapita reports?

Are there different permission levels and access to information according to role?

What integrations does Qapita offer?

How reliable is Qapita for long-term scaling?

Stay ahead of the curve

What is ESOP management?​

What it includes:​

Why use ESOP management software?​

Common spreadsheet problems it solves:​

Let's talk about your Equity Management

Unlocking the power of equity

Manage equity for every stakeholder

For investors

For employees

What is ESOP management?

What it includes:

Why use ESOP management software?

Common spreadsheet problems it solves: