Configurable admin dashboard including customizable widgets for valuation journey of your company, overview of your funding rounds.
Download data for valuation journey and overview of your funding rounds and use them in your pitch decks.
You also have flexibility to exclude certain rounds from your valuation journey chart.
View and download all documents at a click of a button:
System generated data roomsEquity Awards, Transactions: Consolidated view to all admin users of all grant letters, share certificates on Qapita.
Download data rooms: Single click download of all files within the data room.
Notify stakeholdersabout updates in data rooms: Trigger emails to all stakeholders with access to the data room.
Employees/ investors can now view their profile, update nominations, demat accounts (if applicable) through their personal login.
Flexibility for admin to decide the tabs and fields that can be viewed/ edited by employees in their profile section.
Addition of new custom field which will help users reconfirm data for sensitive information.
Share certificates for Transactions # Share Issuance - Equity Awards
We have extended the functionality to generate share certificates to Share Issuance - Equity Awards.
E-Signing of share certificates generated.
Extend last date of acceptance
As a HR personnel you might have encountered a situation where your employees forgot to accept the Granted award to them, and it gets expired. You might have reached our customer support to extend the last date of acceptance for all those awards.
Now you can extend last date of acceptance by yourself using our bulk upload module for all the awards with status # “Pending for Approval grants”, “Pending for Acceptance grants” & “Save as Draft grants”.
Bulk recognition of performance conditions
This feature allows user to recognize the performance conditions associated to multiple Grants at a time.
As part of this feature, team also implemented a sub-feature called # “Copy Down”.
Whenever the values for Recognition Date, Payout %, Achieved columns are same for multiple tranches, user can update them for all records with a single click.
Exercise and Surrender Forms
Configure setting to enable form generation while exercising or surrendering forms:
Create a template with a document that highlights the rights / terms & conditions to employee before submitting the exercise / surrender request. This feature is configuration driven and for all the existing issuers it will be in disabled state.
Exercise/ surrender form will be displayed to the user in the exercise workflow.