Stock Plan Management

Stock Option Management Software Designed for Modern Employees

Qapita is the stock option software that runs your equity program end-to-end i.e from first grant to global rollout, without losing sight of the people it affects most. One platform for founders, HR, finance, and legal. One clear experience for every employee holding options.
Private Companies
2,400+
Equity Under Management
US $55B+​
Equity Plans Designed
1,400+
Stakeholders
500,000+
Valuation Reports per Year
500+

Benefits of Qapita's Stock Option Software

Design equity for your company and your team

Set up your employee pool and stock plans with stock option management software built to scale from early-stage grants to complex, multi-jurisdiction rollouts. Qapita supports custom vesting, grant agreements, and transaction workflows across every major award type: stock options, RSAs, RSUs, and phantom stock.

Built around the participant experience

Configurable dashboards, tax guides across 160+ countries, and live employee education sessions are built into Qapita's employee stock option software because equity only works if your team understands what they hold. A stock plan's success isn't measured by how smoothly your admin runs. It's measured by whether your employees trust the number on their screen.

Compliance that doesn't get in the way

Stay ahead of your financial reporting and regulatory filing obligations. From ASC 718 expense reports to 83(b) elections and ISO $100K checks, Qapita keeps you compliant at every step with reports you can generate in a few clicks, and deadlines you never have to chase.

Employee Stock Option Management Key Features

Stock Plan Administration

Start strong with stock plans that scale

Create your option pool and roll out plans faster with Qapita's stock plan management. From day one, configure ISOs, NSOs, RSAs, RSUs, PSUs, and phantom shares with jurisdictional controls, rule definitions, flexible vesting logic, and support for cash instruments. Whether your plan is drafted by your own lawyers, outside advisors, or Qapita's equity compensation consultants, our stock plan services software adapts to your process. You get a platform, and a partner, to build it right the first time.
Approval and acceptance window
Grant Management & Approval Workflows

Issue grants with confidence and control

Qapita's stock option software simplifies the full grant management process: custom-branded agreements, automated approval flows, grant templates, maker-checker roles, board consents, and e-signatures, all in one secure, auditable workflow. International employe stock plans are built in from the start, so you can issue compliant grants across borders without bolting on another tool. Every step stays controlled, and every workflow scales globally as you grow.
Employee Self-Service Portal & Equity Education

Create the ownership culture

Make equity understandable for your employees with Qapita's stock plan services. Customizable dashboards let you communicate equity in your company's own voice, your values, your language, and your goals. Employees see real-time valuations, milestone updates, and personalized views of how their equity grows alongside the company, while live education sessions, local tax guides, and clear documentation turn equity from a confusing line item into something they understand and value. Built-in stock option tracking keeps every number current, so what they see is always what's true.
Employee Experience dashboard
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exercise dashboardExercise summary  tax breakdown dashboard
Transaction & Exercise Workflows

From promise to payout, empower every step

Pair Qapita's stock option tracking software with action-ready workflows so employees can exercise options, submit 83(b) elections, and complete sell-to-cover in one place, secure and compliant by default. Admins configure eligibility rules, blackout periods, approval flows, and exercise windows, keeping every transaction aligned with governance. Employee-level tax rates, withholding calculations, payroll reporting, and documentation are all built in, turning equity into something employees can actually act on.
Global Equity Management

Equity infrastructure that grows with you

Qapita supports full flexibility across instruments, plans, geographies, and roles, run performance-based or milestone-triggered vesting, manage equity and cash-settled plans side by side, and integrate with HRIS and payroll for tax withholding and mobility tracking. Dashboards aren't one-size-fits-all either: Qapita shapes the employee experience to match your stage and equity philosophy, surfacing what matters most at each point in your journey. These design choices come from decades of experience running equity plans across regions and growth phases.
Approval  and acceptance window
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Compliance & Reporting

Decades of knowledge embedded in every workflow

Qapita is more than a tool, it's built by a team that has designed over 1,000 equity incentive plans across regions and regulatory frameworks. That expertise is embedded in every workflow, supporting HR, finance, and legal teams through stock plan administration, expense accounting, and audit prep. Platform access isn't one-size-fits-all either: Qapita lets you define secure, role-based permissions, by function, region, or business logic so each stakeholder sees exactly what they need. When you use Qapita, you're not just using a flexible, secure platform. You're partnering with equity specialists who've seen it all and built it into the product.
Simplify complex equity into clear, actionable insights for every employee.
Testimonial

Words from our valued customers

Employee Dashboard is Amazing and Precise
Employee Dashboard provides a clear, concise view of both my vested and unvested awards, offering a summary of my equity awards and the current value. This feature keeps me well-informed about my stock options, making it effortless to track and understand my equity holdings. This gives me transparency and helps me make informed decisions.
Aparna S.
Mid-Market (51-1000 emp.)
Amazing Customer support
Ease of maintenance of captable + employee stock options. Amazing Customer support, Ease of use, Features, Integration, Audit proof.
Malay S.
Sr. Manager - HRBP COE
One of the best Employee Stock Options management partner
One of the best Employee Stock Options  management partner. Quick Customer Support, ease of operations, user friendly application, very easy to implement, also integration is very easy
Anonymous
Mid-Market (51-1000 emp.)
The Ultimate Equity Management Platform
User Friendly. comprehensive solution for equity. They have transformed our equity management process, making it more engaging and accessible for employees.
Bipinchandra J.
Mid-Market (51-1000 emp.)
Making CapTable and Stock Options Management easy!
User interface. Various reports. Easy to manage, Change in capital during a month if updated post a month gets updated prospectively and not from the date when it is effected.
Anonymous
Mid-Market (51-1000 emp.)
Qapita as a platform is very intuitive and user friendly tool.
The team is very supportive in providing all the required support at any point of time. The data is managed properly and have a very clear distinction to manage different stock options. Qapita as a platform is very intuitive and user friendly tool. Help in managing the entire stock options and the grants with vesting and exercising as well. reports are clear and easy to access.
Anonymous
Enterprise (> 1000 emp.)
Value Added:
There are many ESOP consultants and software providers, but only Qapita has a turn key solution that supports the end-to-end ESOP journey. It helped us save time, making the entire process efficient.

Pain Points Addressed:
We got a top-notch advisory from the region's most tenured ESOP consultants and software support. It would have been painful to do the entire process offline and work with different partners for advisory and software." Real-time Support: "Qapita team diligently hand-held us throughout the implementation process and were highly responsive. The team showed a very high level of ownership throughout the rollout process.
Satya Sharma
Co-Founder & CHRO, To The New
Qapita helps Locad/Logistech digitally manage Cap Tables and ESOP programs. We are looking at Qapita Marketplace for solutions for Shareholder and Employee liquidity. Now, we are able to manage all our stake holders easily. In Qapita we grant ESOPs easily and digitally, and it was a great addition to our compensation package.
Cheryl S
Manager - People, Locad
Great implementation team that was super helpful in kicking off our ESOP programme which included initial set up of workflow, migration of data, as well as hosting an employee townhall on our behalf.
Brandon Lee
Director of People, Mighty Jaxx
Seamless experience and user friendly platform.
Comprehensive features and customization. Other than the platform, the onboarding staff and account manager is really nice and friendly!
Jeroldine Lim
Group Senior Legal and IP Specialist
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
Ease of Use, Support & Responsiveness, Features & Value, Business Impact & Overall Satisfaction
Qapita has been an excellent partner in managing our ESOPs and equity-related processes. The platform is simple to use, transparent, and ensures compliance with ease. What really stands out is their support team, they are proactive, responsive, and always ready to guide us. With Qapita, we’ve been able to streamline employee communication on ESOPs and reduce manual errors significantly. I would highly recommend Qapita to any startup or growth-stage company looking for a reliable equity management solution.
Margaret Ignatius
Director - Human Resource
Exceptional service
"Really quick response and support from the team. ESOP communication to employees and transparency"
Alexandra Zhang
CEO & Cofounder, G2 - Factorem
"Very easy UI/UX to manage, review and communicate for both theissuing and managing party as well as the employee receiving andreviewing their ESOP issuances."
Frederik Krass
Co-Founder & COO, Zenyum
Qapita: Simplicity in ESOP management
Qapita has an intuitive user interface which makes it really easy for admin of the company's ESOP scheme. Not only that, the ESOP holder also gets access to allow them to view their holdings, vesting profile and value of company options.

The support team at Qapita is also very responsive.
Geoff Logan
CFO, G2 - BondbloX
How it works

Stop chasing approvals. Start running equity on autopilot.

The workflow that used to eat your week i.e grants, sign-offs, vesting math, exercise paperwork now runs itself, start to finish.
1

Start with a plan that fits your strategy

Configure ISOs, NSOs, RSUs, RSAs, PSUs, or phantom stock, built around how you pay people, not a rigid template.
2

Create, approve, and issue grants

Create, approve, and send grants through automated workflows. Nothing waits for a signature.
3

Automate vesting and exercises

Track vesting automatically and manage exercise requests, approvals, payments, and share issuance from a single platform.
4

Give employees complete visibility

Employees can view their grants, vesting schedules, and exercise options anytime through a self-service portal.
5

Stay compliant and board-ready

Generate accurate reports, maintain audit trails, and meet tax, accounting, and regulatory requirements at every stage.

Ready to see it in action?​

Get a personalized walkthrough of Qapita’s Financial Reporting platform - tailored to your equity program.​
FAQs

Frequently asked questions

What are stock options?

A stock option gives an employee the right to buy company shares at a fixed price, called the strike price, after meeting certain conditions like a vesting schedule. They don't own the shares until they exercise the option.

How do stock options work?

An employee is granted the right to buy shares at a set price. Once their options vest, they can exercise them, paying the strike price to actually own the shares, usually hoping the market value has grown since the grant.

What are the different types of stock options?

The two main types are Incentive Stock Options (ISOs), which offer favorable tax treatment but are only for employees, and Non-Qualified Stock Options (NSOs), which are more flexible but taxed as ordinary income. Companies may also grant RSUs, RSAs, or phantom stock as alternatives.

What's the difference between stock options and shares?

Shares are actual ownership in the company. Stock options are just the right to buy shares later at a fixed price you don't own anything until you exercise them.

How do you get stock options?

Employers typically grant stock options as part of a compensation package, often to attract or retain talent. The number of options, strike price, and vesting terms are set out in a grant agreement.

How do stock options vest?

Vesting is the schedule that determines when you earn the right to exercise your options often over four years with a one-year "cliff," after which options vest monthly or quarterly. Until an option vests, you can't exercise it.

Can stock options expire?

Yes. Most stock options come with an expiration date, typically 10 years from the grant date, and often a much shorter exercise window (30-90 days) after leaving the company. Unexercised options are usually forfeited once they expire.

How are stock options taxed?

Taxation depends on the option type and when you exercise or sell. ISOs can qualify for capital gains treatment if holding requirements are met, while NSOs are taxed as ordinary income at exercise. Rules vary by country, so check Qapita's tax guide for your jurisdiction.

What happens to my options if the company is acquired or goes public?

It depends on the deal terms and your plan documents, options may be cashed out, converted into acquirer shares, or accelerated to vest immediately. In an IPO, vested options typically convert to tradeable shares, often after a lock-up period.

Why use stock option management software?

Manual tracking breaks down fast across multiple plans, jurisdictions, and tax rules, one spreadsheet error can trigger a compliance issue or a frustrated employee. Stock option management software like Qapita automates vesting, grants, and reporting so nothing falls through the cracks.

Does Qapita work for global or multi-country teams?

Yes. Qapita supports stock plan administration across multiple jurisdictions, with local tax guides for 160+ countries built directly into the platform, so global grants don't mean global guesswork.

What's the difference between ISOs and NSOs?

ISOs are only available to employees and can qualify for favorable capital gains tax treatment if holding requirements are met. NSOs can be granted to employees, contractors, or advisors, but are taxed as ordinary income at exercise.

Can I see how many shares I've vested at any time?

Yes, with Qapita, employees get their own portal to view real-time vesting status, grant details, and exercise options, so you never have to ask HR what you currently hold.

Engage Your Team with Smarter Stock Option Management

Help employees see the real value of their equity.