#1 ESOP Management Platform in India​

The leader in ESOP management software.​

Manage ESOPs for listed and private companies in one unified platform. From cap table to grants and vesting to exercises, reporting, and employee readiness, run ESOP operations with clarity, control, and compliance built in.​
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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.

The #1 Equity Management platform on G2

We’re recognized as a Global Leader. Also, ranked the best in Customer Satisfaction for both Enterprise and Mid-Market.​ (See why on G2)
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G2 Grid® for Equity Management Software | Summer 2025

They talk about it better than we do

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
"Great team! Handheld us as we went through several iterations to get our team onboarded. Super easy to use. Very cost effective. Strongly recommend this to alternatives."
Gaurang Shah
CEO and Founder, Mailmodo
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
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 equity plans for Indian companies. We handle everything from compensation
benchmarking and policy design to structuring your stock options, RSUs, SARs, and phantom shares.​

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 option grants, run scenario modeling for fundraises and exits, and engage your team with ESOP dashboards, equity payslips and town halls.​​

Harnessing

The power of equity
Recording, Reporting & Compliance

Stay compliant effortlessly with enterprise-grade security. We help with valuations, ESOP expenses, taxation, and GAAP/Ind‑AS reporting, ensuring your financial reports are always audit‑ready.​

Unleashing

The power of equity
Exercise and Liquidity through seamless Tender Offer programs

Turn equity into real wealth for employees. Execute structured liquidity events and secondary transactions, manage exercises and payouts, and run tender offers with fully digital workflows.​

Run all ESOP workflows on one platform​

Qapita gives you one equity software to manage employee stock ownership from plan design to liquidity. Our platform is built to keep your cap table updated, compliance ready and your operations free from mismatched numbers.​

For Private Companies​

Design and manage ESOPs for startups and unlisted companies, issue digital grants, track vesting and exercises, and stay compliant with Indian regulations as you scale.​
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For Listed Companies​

Run large‑scale ESOP, RSU, and SAR programs for listed entities with automated workflows aligned with SEBI regulations and insider trading policies plus audit‑ready reporting for boards and regulators.​
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Cap Table Management​

Maintain a single source of truth for your cap table and ESOPs, model funding rounds and exits, and share clean ownership reports with investors and stakeholders.​
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409A Valuation

Expert-led 409A valuations with clear customized assumptions, full documentations and clear audit trail.
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Financial Reporting (ASC 718)

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

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

With Qapita, you get more than a platform

All Things Equity

Manage Employee Stock Option Plans for every stakeholder​

From founder grants to investor reporting to employee experiences, manage the full spectrum of ESOPs and ownership on a single platform.​

For founders

Design, protect, and distribute founder and employee ownership with clarity.​

Set up ESOPs and founder equity: Create and track founder shares and ESOP pools, and issue digital grant letters from day one.

​​Align vesting with growth: Configure time‑based, milestone‑based, or performance‑based vesting schedules that match your company’s growth plan.​​

Stay compliant from day zero: Automate board approvals, shareholder resolutions, and ESOP registers so your cap table and ESOPs are always diligence‑ready.​

For investors​

Provide clear view of ownership, ESOP pool usage, and dilution acrossrounds.​

See true ownership in one place: Track fully‑diluted cap table, ESOP pool, and grant utilisation so everyone knows where dilution stands.​​

Stay audit and DD‑ready: Maintain a single, accurate source of truth for ESOPs and cap table to share during fundraises and exits.​

​Streamline investor updates: Share clean ownership snapshots and ESOP overviews with investors without wrestling with spreadsheets.​

For employees​

Design ESOP experiences that attract, retain, and educate talent.​

Visualize ESOP value: Help employees see how much equity they hold, what is vested, and what it could be worth with intuitive dashboards.​

​Track grants and exercises: Provide transparency into vesting schedules, exercises, taxes, and payout events with digital ESOP statements.​

​Support during liquidity events: Guide employees through exercises and liquidity, so they understand timelines, taxes, and how to realize value.​
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.)
ESOP management
The ESOP module has made our equity management much easier. It’s easy to grant options, set up vesting, and communicate clearly with employees. Features like the e valuation slider, Exercise forms and periodic reports are helpful. It is an easy and time saving mechanism for the ESOP grants/allotment.
Vagdevi D
Corporate Functions-Compliance Officer Enterprise(> 1000 emp)
Equity pay slips are fabulous!
We are particularly loving the equity pay slip feature! It is so nice to have something like pay slip for esops. This has helped us improve our transparency levels for employees-seems like they value their esops more now!
Prashant J.
Senior Director
Enterprise(> 1000 emp.)
Solid Foundations
Qapita has been helping Ather Energy with their ESOP, SARs management. It becomes all the more important as Ather Energy just got listed and hence Qapita would also be facilitating liquidity events for our current and ex team-members.
Mayank D.
Lead- Tech Transformation
Enterprise(> 1000 emp.)
We entrusted the team with our complete Plan administration. scheme is being handled by highly experienced people.
Mona Cherian
President and Group Head Human Resources,
Thomas Cook
The simple process and the functions are easy to work and use with.
We used to manage ESOPs manually — juggling spreadsheets, email trails, and legal documents. It was tedious and prone to errors. Qapita has centralized the entire process, making it faster, more accurate, and far easier to manage. Reporting is smoother, compliance is stress-free, and our employees now have a much clearer understanding of their equity — which has boosted engagement significantly.
Ritika K.
People and Culture Manager,
Small-Business (50 or fewer emp)
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
Presence

Helping you elevate your ESOP management

Private Companies
2,800+
Listed Companies
180+
Equity Under Management
US $67B+
Equity Plans Designed
1,400+
Stakeholders
500,000+
Qapita works with companies across the globe from Seed Stage to Listing and Beyond

More stakeholders? Simplify ESOPs for everyone with Qapita.

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

ESOP management is one piece of the puzzle​

Valuations

Get full-spectrum, audit-grade valuations from in-house SEBI-Registered experts, built for Indian compliance.

Employee Liquidity Programs

Enable structured liquidity events through buybacks and surrender programs, empowering employees without waiting for an IPO.
409a Valuations

ESOP Tax Guides

Simplify the entire tax journey, educating employees and streamlining finance team execution across all equity events.
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, ESOP 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, Ind-AS 102 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 Ind-AS 102 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, India and 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 and beyond.​

How do I set up an ESOP scheme for my Indian startup?​

First, draft an ESOP policy covering pool size, vesting, exercise price, and eligibility, then get board approval and shareholder special resolution (Section 62(1)(b)). Obtain SEBI-registered valuation, issue grant letters, maintain SH-6 register, and file PAS-3 after allotments. Qapita automates all this with compliant templates and workflows.​
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.​​

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.​​

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.​

Key types of ESOPs in India​

Indian companies use different types of ESOPs depending on their stage - startups lean toward classic options, while listed firms mix in RSUs and SARs. Here's a breakdown of the main ESOP schemes in India that founders and HR teams actually deal with.​

Employee Stock Option Scheme (ESOP)

​​The go-to for startups in India. Employees get the right (not obligation) to buy shares later at a fixed exercise price after vesting - usually 4 years with a 1-year cliff. Founders love it because you control when shares actually issue, keeping dilution in check until employees earn it. Tax hits as a perquisite on exercise, then capital gains later - tricky for employees if there's no liquidity.​

Restricted Stock Units (RSU)​​

Restricted Stock Units are simpler than ESOPs. Especially preferred by listed companies or late-stage startups. No exercise price confusion, employees just get shares (or cash equivalent) directly when units vest based on time or performance milestones. It's a straight promise: "stick around, these are yours." It is popular for post-IPO stage since market price makes value crystal clear, but private firms use it too for key hires who want guaranteed ownership.​

Stock Appreciation Rights (SAR)

​​Employees cash in on stock price growth without ever buying shares. You grant SARs at a base price, and they pocket the difference (current value minus base) as cash or shares on exercise. Perfect for promoters dodging dilution or regulated sectors like NBFCs. Cash-settled versions often act like a bonus plan.​

Phantom Stock / Phantom ESOP

​Phantom stocks are kind of synthetic equity that tracks real share upside but pays out in cash at exit, IPO, or a set date. No actual shares are involved. Family businesses and subsidiaries often prefer this to reward teams without messing up the cap table. Communication is key though; employees need to grasp it's a promise, not ownership.​

Employee Stock Purchase Plan (ESPP)

​​Employees chip in via payroll deductions over 6-12 months to buy company shares at a discount (up to 15% max under SEBI rules). Lookback features let them snag the lower of start/end prices. Listed companies use it most since liquidity exists, but startups can also use for ownership across everyone.​

Restricted Stock Awards (RSA)​​

Shares are granted upfront but can forfeit if vesting conditions are not met (time or performance). Early advisors or C-suite get these to feel like owners day one, with repurchase rights as a safety net. Taxes apply immediately on grant value, so it’s rare outside founding teams as dilution hits right away too.​

How Qapita helps businesses fix global equity complexities​

The more your company grows, the more equity starts pulling in different directions. Qapita brings everything back under one structure, so nothing feels out of place as you scale.​

Visualize outcomes and make better decisions​

Turn a static cap table into a dynamic modeling workspace that shows dilution, preferences, and SAFE impact in real time. Run fundraise, exit, and option pool scenarios without touching spreadsheets. Founders get clarity before making any equity decision.​

Equity plans built for how each country taxes​

Handle IRC 409A, ISO/NSO rules, IFRS 2, ASC 718, and local tax requirements in one place. Recharge structures, withholding, filings, and reporting are mapped automatically. Your comp plan stays compliant across regions as you scale.​

One global policy that keeps every subsidiary aligned​

Create a unified equity framework that works across entities and jurisdictions. Decide when to use stock, phantom units, or other alternatives while managing payroll, tax, and exchange controls. Every subsidiary follows the same playbook: no drift, no inconsistencies.​

Opaque valuation methodology​

Get a clear breakdown of how FMV is determined and what influences changes over time. Understand grant implications, board expectations, and review requirements before issuing options. Valuations become transparent, predictable, and easy to communicate.​

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.​​