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.
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.
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.
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.