OUR SERVICE OFFERINGS

Qapita offers comprehensive Trust management services, acting as Trustees and
overseeing all aspects of Trust administration.

Act as Trustees

Serve as an independent corporate Trustee.
Manage bank, Demat, and brokerage accounts.
Facilitate share purchases from the market or direct issuance from the company
based on employee option grants and exercised options.
Ensure compliance with statutory and insider trading regulations.

Provide Trust Management Services

Set up Trust online on My ESOPs platform, giving the company access to real-
time updates on share transactions, accounting reports, bank account details,
and meeting records.
Register the Trust and obtain PAN/TAN for compliance.
Open and manage bank, Demat, and brokerage accounts as directed by the
Trustee.
Facilitate the purchase of shares from the market or through primary issuance
based on employee option grants; allocate shares upon option exercise and sell
shares with proceeds remitted to employees for cashless exercises, as instructed
by Trustees.
Maintain and finalize accounts, conduct audits, and manage statutory records.
Ensure compliance with insider trading regulations and manage tax filings.
Organize Trust meetings and document proceedings.
Provide periodic reporting to the company, including reconciliation of Demat and
bank accounts.
Offer a help desk to assist employees.

PROCESS

Corporate representatives at the client’s end receive tailored management access
according to their role and hierarchy, enabling secure access to Trust information and
reports.
We assign dedicated resources to each client, facilitating seamless interactions and
timely resolution of any issues, all while meeting agreed-upon service levels.

Streamline Trust Management

Simplified solutions for managing trust assets and beneficiaries.

Connect with Our Experts

Trust Management

Qapita offers comprehensive Trust management services

Implementing ESOP through a Trust unlocks key benefits like cashless exercises and secondary market purchases.

Request a Demo

G2 Grid® for Equity Management Software | Summer 2025

Recognized as a Global Leader on G2

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

One Equity Platform for Every Stage

A comprehensive set of solutions from your first Cap Table to IPO readiness.

Track, issue, and report equity in one source of truth for founders, investors, and employees.

Design, manage, and communicate employee stock plans with clarity and confidence.

Expert guidance to shape equity compensation strategies that align with your goals and stage.

Accurate, audit ready valuations prepared by experts for reliable compliance.

Generate audit ready, compliant expense reports with trusted valuation models.

Run tender offers that provide employee liquidity without losing control of your cap table.

With Qapita You Get

Configurability

Configure workflows and approvals with roles and reports that fit your policies and stage.

Expert Support

A responsive team with deep equity and accounting experience answers questions as they come up and shares best practices across every equity workflow.

Affordable & Predictable pricing

No hidden fees and no surprises, just clear pricing you can budget around.

White-Glove Onboarding

Receive hands-on onboarding with data accuracy checks and one-on-one platform training.

Global Compliance

Stay compliant across jurisdictions with country specific filings, withholding, and disclosures.

Security you can trust

We safeguard your information with encryption, role-based access, and audited processes.

Testimonials

Words From Our Valued Customers

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 S

HR/Ops Manager
Mid-Market(51-1000 emp.)

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.)

Easily manageable platform. amazing customer service

I love the amount of regular support that was provided to get us set up and at the price point. The structure of the contract did not feel like it was penalizing us for scaling.

Khurram Khalil J.

Mid-Market(51-1000 emp.)

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.)

“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

Secure tool to share CapTable and Investment Documents

Secure tool to share CapTable and Investment Documents - Qapita creates my Captable from the underlying transactions making it easily auditable and due diligence ready. Further Qapita seamlessly links my transactions with all the relevant documentation making it easy for investors to access all the data they need. Qapita also has a secure data room to store my pitch decks and financial models.

Rajesh B

Sr. Program Manager
Small-Business(50 or fewer emp.)

Qapita Works With Companies Across the Globe From Seed Stage to Listing and Beyond