Qapita Equity Management review
A freemium equity platform combining ownership records, modeling, workflows, and waterfall exports.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Qapita Equity Management is a cloud-based platform for tracking ownership, issuing shares and SAFEs, managing employee equity plans, and modeling fundraising, dilution, exits, and option-pool changes. It is aimed at startups, growing companies, founders, finance teams, investors, and enterprises managing equity across funding rounds and jurisdictions. Share-class and stakeholder views, live cap table records, board workflows, investor updates, and transaction histories bring operational and reporting tasks into one system.
The pricing structure begins with a free Spark plan covering cap table management, equity plan management, funding round modeling, a data room, and DocuSign workflows for equity grants and share certificates. Surge costs $1,600 per year and adds reporting, email support, and onboarding and migration support. Growth costs $3,000 per year and adds a 409A valuation report, board consents, an 83(b) form, and Form 3921. Enterprise adds GAAP financial reporting under ASC 718, IFRS financial reporting, custom administrator roles, SSO integration, and admin phone support, with custom pricing.
Its strongest fit is for teams that need more than a static ownership register. Qapita combines issuance workflows, employee equity management, audit-ready transaction histories, downloadable ledgers, and scenario modeling for fundraising, dilution, exits, and option pools. Waterfall modeling with Excel or PDF exports is particularly relevant when stakeholders need to review potential outcomes outside the platform. HRIS and SSO integrations support broader operational fit, while the API provides another connection point. Choose Qapita when ownership administration and financing scenarios need to work together; teams seeking only basic cap table tracking may find the broader tier structure unnecessary.
Qapita Equity Management pros and cons
- Where it wins
- Models fundraising, dilution, exits, and option-pool changes
- Supports share and SAFE issuance with e-signature workflows
- Exports audit-ready ledgers and waterfall models to Excel or PDF
- Where it doesn't
- Growth and Enterprise capabilities raise the cost beyond the entry tier
- Enterprise pricing is custom rather than published
- Access is provided through web and API platforms
Qapita Equity Management fact sheet, pricing and score →
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