Fractional CFOs

Your expertise. Our platform. Better client outcomes

Combine your strategic financial guidance with Qapita’s equity management platform. Help your clients stay compliant, ready to fundraise, and investor-ready, without the spreadsheet chaos. Automate cap table updates, equity reporting, and valuations, while we support you every step of the way.

Recognized as a Global Leader on G2

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

From Agent to Lead, every role gets the tools to thrive

Traditional QA methods are time-consuming and limited, providing only partial insights that slow down feedback or consistent, data-driven improvements.

Get started in minutes

Skip the spreadsheet mayhem. Onboard your client’s cap table in minutes with Qapita’s smart data ingestion tools. Our AI helps parse formats and validate data, while your team stays fully in control throughout.

Automated audit-ready reports anytime

Easily generate up-to-date reports. We’ve got the tools to generate reports for fundraising, audits, or board meetings, so you can focus on the numbers that matter.

24x7 white glove customer support

Help from experts when it counts. Need help with a last-minute board pack or complex scenario model? Our equity operations team is on call when you need them most.

Control access across teams

One place for all permissions. Add colleagues, assign roles, and manage access across multiple clients, all while staying compliant and secure.

Firm-wide dashboard: The Hub (Coming Soon)

Your strategic command center to drive equity. Track client activity, access recurring templates, and manage reporting workflows centrally for driving outcomes across every client.
Trusted by vCFOs powering high-growth startups

We work with top virtual CFOs managing companies backed by Peak XV, Elevation, and other leading VCs.

You Keep the Finances Strategic. We Keep the Equity Clean.

Book a 30-minute demo customized for Fractional CFOs.
Testimonial

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Metrics

Helping you elevate your Equity Management

Companies Serviced
2400+
Countries Served
60+
Stakeholders
500,000+
Companies Served
2400+
Countries Covered
60+
Stakeholders on Platform
500,000+
Equity Plans Designed
1000+
Valuation Reports per Year
500+
Integrations

Our Integrations

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Reach out and unlock additional benefits

Schedule a walkthrough for your team today