Cap Table Management

Cap Table Management Software Built to Grow With Your Business

One accurate source of truth for your equity, from your first SAFE to your IPO. Qapita's cap table management software lets you issue, track, and report ownership in a single secure platform, so your cap table stays clean, compliant, and investor-ready at every stage.
Private Companies
2,400+
Listed Companies
100+
Equity Under Management
US $55B+
Equity Plans Designed
1,400+
Private Companies
2,400+

Why Choose Qapita for Cap Table Services

Numbers you can defend

Every cap table mistake compounds later, so get the foundation right before you raise a dollar. Set yours up in minutes, then model your first fundraise to see exactly how a term sheet's terms will dilute you before you sign anything. With Qapita's cap table management tool, early equity decisions stop being guesswork.

Every equity event, logged automatically

As your company grows, so does your equity stack: options, SAFEs, preferred stock, and warrants don't stay simple for long. Qapita's cap table management software handles the full mix in one place, with built-in workflows for board consents, investor updates, and structured governance, so growth doesn't mean losing control of your equity data.

Investor-ready when it matters

Audit season shouldn't mean scrambling through old spreadsheets and email threads. Qapita's cap table platform keeps 409A valuations, 83(b) elections, and filings in one system, accurate and ready for the right people to see the moment they need it, no reconstruction, no guessing what changed.
Product Tour

See Your Cap Table, Your Way

Watch how admins customize Qapita's cap table dashboard to surface exactly the ownership data they need, configured for their own reporting and analysis.

Cap table management key features

Accurate and Fundraise-Ready Cap Table

Right structure from day one

Founder equity, SAFE notes, early grants: most startups track them across scattered documents until someone needs the full picture and can't find it. Upload what you have, and Qapita's cap table management tool structures it into one clean record in minutes. Built as cap table software for startups, it handles any capital structure from day one: common and preferred stock, SAFEs, warrants, so nothing needs to be rebuilt later when your structure gets more complex.
Issue and Sign Share Certificates and SAFEs

Manage every equity event, not just track it

A spreadsheet can log a transaction. It can't get it signed, timestamped, and reflected everywhere at once, that's where most cap tables quietly drift out of sync with reality. Qapita's cap table management software handles the full equity lifecycle: issue share certificates and SAFEs, route them through e-signature and approval workflows, and watch your cap table update automatically the moment they're signed. This isn't record-keeping after the fact, it's a cap table tool built as a real-time ledger, so your ownership stack stays accurate and defensible without anyone chasing down what changed.
Configurable Dashboards & Views

Your Cap table, your view

The same cap table looks different depending on who's asking. Qapita turns yours into a flexible decision-making tool: visualize ownership by time, round, security class, or stakeholder, or roll back the view to a past milestone or raise. Share tailored dashboards with investors, legal counsel, or your finance team, all pulled from the same source of truth, so no version ever drifts from what everyone else is seeing. As a cap table management platform, Qapita treats accurate data as the baseline, the real advantage is being able to present it exactly the way each audience needs to see it.
Model Fundraises, Exits, and Scenarios

Visualize outcomes and make better decisions

Qapita turns your cap table into a modeling engine. Because every transaction, class, and term is already structured. Use our cap table simulator to model new fundraises, exits, option pool refreshes, and convertibles before you sign. See the real impact of VC term sheets, post-money SAFE conversions, and liquidation preferences. No spreadsheets, just a live cap table tool built for confident decisions.
Investor Relations & Governance

Build trust through ownership transparency

Qapita's cap table software runs your investor workflows, board consents, and updates from the same data your cap table already tracks. The result: stronger governance, faster diligence, and a reputation built on real numbers, not promises.
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Real-Time Stakeholder Views

A Single Source of Truth for Ownership

Filter your cap table by shareholder, round, instrument, or security class. Share read-only views with founders, CFOs, auditors, or investors. Show fully diluted ownership in one click – all without compromising control or confidentiality.
Audit-Ready Transaction History

Track Every Equity Event with Confidence

Every share issuance, transfer, buyback, or cancellation is logged with timestamped records and supporting documentation. Maintain a digital trail for ROC filings, investor audits, and board reviews – with downloadable ledgers and historical snapshots.

See how simple Cap table management can be

Manage equity with accuracy and control.
Testimonials

Words from our valued customers

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.)
Great onboarding experience overall.
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.)
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 Skinner
Founder, I2O Retail
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
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 Founder, Mailmodo
Fast Onboarding, Patient Assistance
The onboarding was very smooth and the team assisted us at every step. The platform is easy to use & has saved us alot of time and effort. The  team is always very patient with all our doubts.
Muskan T
Mid-Market (51-1000 emp.)
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 Skinner
HR/Ops Manager
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
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
Qapita Simplifies Captable Management
Qapita makes managing our cap table easy and accurate, saving us time and reducing errors. There isn't much customer support or many videos available online about its usage and features. We needed some assistance in the beginning, which led to additional efforts. By automating our cap table, Qapita has improved transparency and compliance, allowing us to focus on growth and strategy.
Namrata K
HR Manager
Mid-Market (51-1000 emp)
Qapita’s cap table modelling tool is super easy-to-use and intuitive, even for such complex scenarios; and its customer success team which consists of financial analysts are very helpful in walking us through the model and considerations. Although they are not a Financial Advisor per se, the guidance and sensibility checks are instrumental in our fund-raising efforts. Qapita is a cost-effective platform for early-stage startups like us to manage cap table and investors relations digitally; and run various scenarios quickly and accurately to aid us in negotiations and decision-making. Highly recommended.
Richmond Yaw
Co-founder and COO, Versa
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.)
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
Perfect implementation of the onboarding process
They are one of the best communicating companies I've ever worked with. All the work was transparent, schedules were met, updates were frequent, questions were responded to in a timely way, communications were clear and understandable. And Qapita is very client-friendly and willing to accommodate most requests.
William Topaz
CAO/CCO, ATM.com, Inc.
As a small business, they were happy to meet with us, explain things to us, answer our questions, and show us how to get the best out of the service. I got the feeling that they were truly trying to help us.
Dan Gericke
Co-founder, ShiftControl
Takes away founders' burden to reward ESOP and retain top talent
Hassle-free and paperless tracking of our equity options, easy issuance and communication to the team. That we as founders are making the decisions, Qapita is doing the rest.
Grace Sai
Cofounder & CEO
Pricing

Here's what separates us from every other cap table platform

Free Tier
Starting Price
Flexible tier pricing
Migration Support
Dedicated Contact
G2 rating
Qapita
Free plan
Up to 25 stakeholders
<$1M raised
$1,600/yr 40 stakeholders included
+$40-60/stakeholder/yr
(depending on the tier)
Add stakeholders without moving to a new tier. Same features. Same plan. No forced upgrades
Included in all tiers
Included in all tiers
★★★★★ 4.6 /5
318 reviews
Other Equity Management Platforms
None/limited
Rigid tier structures.
Pricing often undisclosed
Stakeholder growth typically forces a full tier upgrade
DIY or only on higher tiers
Ticket-based
★★★★☆ 4.2 /5
<100 reviews
How it works

One cap table, from your first SAFE to your next term sheet

A guided rollout that gets your cap table live, accurate, and ready to manage, without the back-and-forth.
1

Kickoff and data collection

Share your existing cap table, SAFE notes, option grants, and transaction history, we gather everything needed to build it right the first time.
2

Cap table build and validation

Your data is structured into a complete, accurate cap table, cross-checked against your source documents.
3

Review and correction

Walk through the build together, flag anything that doesn't match, and get it corrected before go-live.
4

Go live

Your cap table becomes the single source of truth, ready for your team, investors, and auditors to use.
5

Ongoing administration

Issue new equity, run scenarios, and manage every transaction going forward, all from the same live platform.
FAQs

Frequently asked questions

What is cap table management software?

Cap table management software tracks who owns what in a company: shares, options, and other equity, replacing manual spreadsheets with a live, accurate record. It automatically updates ownership after every transaction, funding round, or grant.

What is the best cap table management software?

The best cap table management platform depends on your needs, but strong options share three traits: real-time accuracy, audit-ready compliance support, and the ability to scale across multiple funding rounds and jurisdictions without manual rework.

Why should startups use cap table software?

Startups issue equity constantly, to founders, employees, and investors and spreadsheet errors compound fast. Cap table software keeps ownership records accurate from day one, so you're not fixing mistakes during due diligence.

How do cap table management tools help during fundraising?

Cap table management tools model dilution, run scenario planning, and show investors a clean, shareable ownership view, so you can evaluate term sheets with real numbers instead of manual spreadsheet math.

What should I look for in a cap table management platform?

Look for real-time accuracy, audit-ready compliance (409A, ASC 718), support for multiple equity instruments and funding rounds, role-based access, and if you operate internationally genuine multi-jurisdiction support.

How Qapita Simplifies Cap Table Management

Qapita centralizes ownership records, automates updates after every transaction, and runs scenario modeling for fundraising all on one platform. Founders get an investor-ready cap table instantly, without manual reconciliation.

How do I import or migrate an existing cap table into Qapita?

Qapita's onboarding team rebuilds and validates your full equity history before go-live checking every transaction and grant against source documents, rather than a raw spreadsheet import.

How much does cap table management software cost?

Pricing varies by platform and typically depends on company size, number of stakeholders, and features needed. Contact Qapita directly for a quote tailored to your company's stage and structure.

How long does it take to set up a cap table on Qapita?

Setup timelines depend on the complexity of your existing equity history, but Qapita's onboarding team handles the full migration and validation, so you're not doing the heavy lifting yourself.

Can I switch from Carta, Pulley, or another platform without losing my equity history?

Yes. Qapita's migration process rebuilds and validates your full cap table history from your existing platform before go-live, so nothing is lost in the switch.

Does Qapita support international companies and multi-jurisdiction cap tables?

Yes. Qapita is built for companies operating across borders, supporting equity management across 60+ countries, not a single-market tool with international features bolted on.

What happens to my cap table data if I stop using Qapita?

You retain ownership of your equity data. Qapita provides export capabilities, so your cap table history remains accessible and portable, not locked into the platform.

Is Qapita suitable for public companies, or only private startups?

Qapita supports companies from early-stage through pre-IPO and beyond, including liquidity events like tender offers, not just early cap table management.

How does Qapita handle errors or disputes in equity records?

Every transaction is tracked with a full audit trail, so discrepancies can be traced back to source documents rather than relying on memory or unlinked spreadsheet edits.

Employee stock option pools (ESOP): the hidden driver of your cap table​

Your ESOP is part of your cap table equation

Most founders think of their cap table as just founders and investors. But your employee option pool is a critical line item that directly affects ownership percentages, dilution calculations, and fundraising readiness. Without proper ESOP management, your cap table tells an incomplete story.

The fully diluted cap table vs. issued cap table trap

Most founders only look at issued shares, missing the real ownership picture. Your cap table must display fully diluted ownership, accounting for all outstanding options, SAFEs, and warrants. This is what investors actually care about and what determines real control and economics.​

Unmanaged option pools create cap table chaos

If you don't track vesting, grants, and exercises in your cap table, your numbers become unreliable. A founder might think they own 60%, but with unvested options and future hires factored in, their fully diluted ownership could be 35%. Your cap table needs to show both issued and reserved shares to be accurate.

Vesting schedules must sync with your cap table records

When an employee vests or exercises, your cap table changes. If these transactions aren't logged immediately, your ownership breakdown drifts. Every vesting event should be updated on your cap table in real time.​

ESOP sizing impacts your cap table's flexibility

Reserve too small an option pool and you'll either over hire (diluting everyone) or underpay talent (vesting equity they can't afford to exercise). Reserve too large and investors question your discipline. Your cap table should model different pool sizes so you allocate the right amount upfront.

Cap table accuracy hinges on ESOP transparency

Investors, auditors, and regulators all want to see option pool details: how many shares are reserved, how many are granted, how many remain available. A messy ESOP makes your entire cap table suspect. Clean option tracking builds trust in your numbers.​​

ESOP exercises create secondary cap table mechanics

When employees exercise options, they're buying shares at a strike price. This creates a new shareholder and potentially triggers valuation requirements, tax withholding obligations, and cap table restructuring. Your system needs to handle exercise mechanics without breaking your ownership math.

Modeling hire scenarios with your cap table

Before you make that critical hire, run the numbers through your cap table. How much equity does the new role need to be competitive? What's the ownership impact on existing shareholders? What's the fully diluted cap table after 10 more hires? Scenario modeling prevents expensive mistakes, especially when you're navigating different compensation expectations across India and Southeast Asian markets.

Regulatory complexity compounds your cap table burden

In markets like India, ESOPs are governed by multiple compliance layers, special board resolutions, disclosures to regulatory bodies, foreign employee reporting requirements, and intricate tax treatments. Startups can issue up to 50% of paid-up capital as ESOP to employees over 7 years, but each grant must be meticulously logged. In Southeast Asia, requirements vary dramatically: Singapore's framework allows cleaner private company structures, Vietnam's system just liberalized registration requirements in 2024, and Thailand focuses on capital market rules for listed entities. Your cap table must accommodate these jurisdictional differences if you have multi-country operations, or it will break down during audits or fundraises.​

Tax deferral and foreign exchange implications demand cap table rigor

For Indian startups, eligible employees can defer tax on ESOP gains by up to 48 months, but this requires precise documentation of grant dates, exercise dates, and fair market valuations in your cap table. If an employee works across borders, tax treatment changes by jurisdiction. Singapore applies "deemed exercise" taxation when employees leave, Vietnam's recent reforms simplified foreign currency flows, and India requires RBI reporting for cross-border grants. Without real-time cap table updates tracking these nuances, you'll face surprise tax liabilities or compliance penalties.

Simplify Your Captable Management Today!

End-to-end cap table management - track, issue, and report equity.