Equity Management Software

Your all-in-one equity management platform

Manage cap tables, fundraising, share issuance, equity awards, valuations, and liquidity globally in one unified platform. From seed to scale, automate every equity workflow, stay compliant, and move faster with clarity and confidence.

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Explore the Equity Suite

G2 Grid® for Equity Management Software | Summer 2025

Recognized as a Global Leader on G2

We are ranked the best in Customer Satisfaction, Enterprise and Mid-Market.

What We Do

Unlocking the power of equity

Seeding

The power of equity

Setup Captable & Employee Equity and prep for Fundraise

Get expert guidance to design custom, audit-ready equity plans. We handle everything from compensation benchmarking and policy design to structuring your options, RSUs, and SARs.

Building

The power of equity

Manage & Engage Investors & Employees as you scale

Centralize your cap table on a single platform that scales with you. Manage digital grants, run scenario modeling for due diligence, and engage your team with equity payslips and town halls.

Harnessing

The power of equity

Recording, Reporting & Compliance

Stay compliant effortlessly with enterprise-grade security. We help with 409A valuations, ASC 718 expense amortization, and taxation, ensuring your financial reporting is always audit-ready.

Unleashing

The power of equity

Exercise and Liquidity through seamless Tender Offer programs

Turn equity into real wealth. Execute seamless tender offer programs, structure custom liquidity events, and manage secondary transactions with fully digital exercise workflows.

One equity platform for every stage

Qapita gives you one equity software to run every core equity workflow. Each module is built to keep your cap table updated, compliance ready and your operations free from mismatched numbers.

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.

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Structure equity, benchmark policies, and align grants with hiring and compliance requirements with expert guidance.

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

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Generate compliant, audit-ready expense reports with trusted valuation models and expert-backed 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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With Qapita, you get more than a platform

White-glove service & support

Qapita’s platform is easy and intuitive to use. Equity however is a complex domain and this calls for handholding and support, from onboarding to scaling. Qapita understands this and is there to provide service and support, which is why we are rated highest on customer satisfaction on G2.

Transparent pricing

Qapita does not give you vague pricing during onboarding or surprise you with hidden costs later. We take the time to understand your requirements, set you up with the right plan, and ensure complete transparency year after year.

Flexible valuations

Get 409A valuations that are IRS-compliant, and audit-ready in just 5 days. With clear documentation, audit support, and full transparency, so you’re prepared for GAAP reporting, investor conversations, and board approvals.

Scale effortlessly as you grow

As Founder & Companies scale, their needs evolve. The Qapita platform is extremely flexible & can be configured to adapt to their requirements. Onboard stakeholders, manage global teams, launch liquidity programs, and get IPO-ready, all on a single platform.

Global equity compliance

From the US to India and Southeast Asia, Qapita keeps equity programs compliant across borders. With built-in legal and tax frameworks for 150+ countries, you can expand your team globally without added complexity.

Equity support beyond platform

Qapita covers end-to-end equity management, from equity plan design to cap tables, ESOPs, valuations, compliance. Employee engagement and beyond, personalized for each company. No copy-paste playbooks.

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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

Design, protect, and distribute founder equity with clarity and confidence.

Manage founder & common stock: Easily issue and track initial founder shares and early employee grants from day one.
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Flexible vesting schedules: Configure time-based, milestone-based, or hybrid vesting plans that align with your company's growth.

‍Stay compliant from day one: Automate shareholder agreements, board approvals, and cap table documentation to ensure everything is audit-ready and DD-compliant.

For investors

Track preferred stock, preferences, and portfolio value in real time.

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

Maintain audit-ready cap table: Create a single source of truth for ownership across all rounds, funding instruments, and stakeholders - ready for due diligence at any time.

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

For employees

Design stock plans that attract, retain, and align talent with company growth.

Visualize stock options: Help talent understand the value of their Incentive and Non-Qualified stock options (ISOs, NSOs) with clear vesting dashboards.

‍Track RSUs & grants: Provide transparency for Restricted Stock Units (RSUs) and awards with equity payslips as your company scales beyond options.

‍Exercise & tax guidance: Simplify the exercise process and provide visibility into tax implications (AMT) for informed decision-making.

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.)

Presence

Helping you elevate your Equity Management

Private Companies

2,400+

Listed Companies

100+

Equity Under Management

US $55B+

Equity Plans Designed

1,400+

Qapita works with companies across the globe from Seed Stage to Listing and Beyond

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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FAQs

Frequently asked questions

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

Your cap table will reflect one canonical version of truth because Qapita rebuilds your entire equity history during onboarding and locks it into a transaction-based ledger. You won’t have mismatched share counts across sheets, incorrect vesting formulas, missing conversion entries, or duplicate certificates. Every number you see is generated directly from underlying events loaded into the system and not manual edits.

How does Qapita help during fundraising?

You can generate investor-ready cap tables, pre-money and post-money breakdowns, new share allocation schedules, option pool increase scenarios, and dilution modeling instantly. Instead of updating a 15-tab Excel model with formulas that can break, Qapita gives a point-and-click interface where you enter round terms and the model updates automatically. This prevents inaccurate ownership numbers during diligence.

Will investors and auditors accept Qapita reports?

Yes. Qapita’s exports match the formats preferred by major VCs and Big Four auditors including detailed movement logs, round-by-round ownership breakdowns, grant ledgers, vesting summaries, ASC 718 files, and fully diluted views. Because each number is backed by a documented transaction, auditors perform faster reviews, and investors receive clear, verifiable capitalization snapshots during diligence.

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

Yes. Admins can assign granular roles such as full admin, finance admin, HR admin, legal, investor-view, auditor-view, or employee. Each role controls which data they can view or modify, ensuring sensitive information is only visible to authorized users.

What integrations does Qapita offer?

Qapita connects with HRIS platforms (to sync joiners and leavers), payroll systems (to export exercise taxes and ASC 718 expenses), accounting tools like NetSuite/QuickBooks/Xero (for journal entries), and e-signature tools (for grant letters and board consents). SSO/SCIM integrations automate secure employee access. These integrations keep equity data aligned across departments without manual data entry.

How reliable is Qapita for long-term scaling?

Qapita supports multi-entity structures, multi-country ESOPs, complex financing rounds, and secondary transactions. As your company grows (more employees, more grants, more rounds), the system continues to handle all calculations and compliance logic without needing parallel spreadsheets. Companies can stay on Qapita from seed to IPO.

Your all-in-one equity management platform

Recognized as a Global Leader on G2

Unlocking the power of equity​

Seeding

Building

Harnessing

Unleashing

One equity platform for every stage

Cap Table Management

Stock Plan Management

Equity Compensation Advisory

409A Valuation

Financial Reporting (ASC 718)

Tender Offers

With Qapita, you get more than a platform

White-glove service & support

Transparent pricing

Flexible valuations

Scale effortlessly as you grow

Global equity compliance

Equity support beyond platform

Manage equity for every stakeholder​

For founders

For investors​

For employees​

Words from our valued customers

Helping you elevate your Equity Management

More stakeholders? Simplify equity for everyone with Qapita.

Equity management is one piece of smarter business moves​

Fund Administration

ASC 718 Financial Reporting

409A Valuations

Frequently asked questions

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 level and access to information according to role?

What integrations does Qapita offer?

How reliable is Qapita for long-term scaling?

Challenges of equity management​

Lack of real-time dilution modeling​

Contradictory cross-border advice​

Global tax mismatches​

Opaque valuation methodology​

How Qapita helps businesses fix global equity complexities​

Visualize outcomes and make better decisions​

Equity plans built for how each country taxes​

One global policy that keeps every subsidiary aligned​

Opaque valuation methodology​

Let's talk about your Equity Management

Unlocking the power of equity

Manage equity for every stakeholder

For investors

For employees

Equity management is one piece of smarter business moves

Challenges of equity management

Lack of real-time dilution modeling

Contradictory cross-border advice

Global tax mismatches

Opaque valuation methodology

How Qapita helps businesses fix global equity complexities

Visualize outcomes and make better decisions

Equity plans built for how each country taxes

One global policy that keeps every subsidiary aligned

Opaque valuation methodology