Employee Exercise Programs

Make Exercising Options Easy — For Employees and Finance Teams Alike

Granting ESOPs is only the first step. For employees to truly benefit, they must be able to exercise their options with confidence, ease, and clarity. Qapita enables a seamless, fully digital experience — from eligibility and approvals to payment and compliance — so employees can convert equity into ownership when it matters most.

Recognized as a Global Leader on G2

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

Get It Right from the Start

Set up your cap table in minutes and establish a foundation that supports every stage of your growth. Model your first fundraise and understand how investor term sheets affect dilution. Qapita makes it easy to simulate outcomes and make informed equity decisions early.

Scale and Grow

As your company grows, your equity stack gets more complex. Qapita supports it all – options, SAFEs, preferred stock, warrants – with built-in workflows for board consents, investor updates, and structured governance. Every stakeholder stays aligned.

Stay compliant and confident

From valuations to filings, Qapita ensures your equity data is audit-ready and securely accessible to the right people. Manage 409A valuations, 83(b) elections, and reporting requirements with confidence – and stay ready for diligence at any moment.
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.
Digitally Enable Option Exercises

From Intent to Ownership – All in One Workflow

Employees can view their eligible grants, choose how many options to exercise, and submit requests through a guided portal. Qapita handles exercise window logic, vesting validations, and HR/legal approvals — reducing manual tracking and coordination.
Flexible Exercise Window Configuration

Control Who Can Exercise, When, and How Much

Configure exercise windows based on roles, grant types, tenure, or exit events. Set minimum/maximum thresholds, control liquidity-based access, and automate participant-specific rules. You can open rolling windows (annually, quarterly, monthly, etc) for all or select employees or create limited-period offers — your ESOPs, your strategy.
UPI & Net Banking Payment Gateway

Real-Time, Digital, Indian-Payments Ready

Let employees pay for exercised options instantly using UPI or Net Banking. Qapita integrates with secure payment gateways, auto-collects exercise amounts, and links payment receipts to cap table updates and tax workflows — eliminating delays and manual errors.
Built-In Tax and TDS Handling

Stay Compliant. Keep it Simple.

From per-employee tax computation to automatic TDS deduction and F&F integration, Qapita ensures every exercise is tax-compliant under Indian laws. Employees see net impact, exercise letter, and finance teams get pre-filled reports for payroll. Unique with Qapita: Compensation-based Tax Brackets – a game-changer to prevent back and forth on Tax mismatches
Board and Admin Approval Workflows

Governance Built-In at Every Step

Sign SPA, Exercise Letters, and compliance documents on the fly. Enable controlled processing with maker-checker flows, document uploads, and automated notifications. Approvers get a dashboard view of all pending exercises, documents, and approvals — keeping you compliant without bottlenecks.
KYC Collection and Verification

Ensure Compliance Before Equity Converts

Qapita enables companies to collect, verify, and store KYC documents as part of the exercise workflow. Employees are prompted to upload PAN, Aadhaar, bank proof, and other relevant documents during the exercise process. With automated checks, manual validation tools, and secure storage, you meet regulatory obligations while maintaining a smooth employee experience — all without email trails or offline follow-ups.
Testimonials

Words From Our Valued Customers

User-friendly interface with simple User-friendly interface with simple operation. Various reports are very helpful.
The option exercise process is highly simplified. Users can view their tax liabilities with a single click, and all records are conveniently consolidated in one place.
Rahul H.
Manager
Enterprise(> 1000 emp.)

They have helped us effectively manage our ESOPs all digitally as well as organize our Captable. user interface is great.
Ankur Sharma
Chief Financial Officer
We entrusted ESOP Direct with our complete Plan administration. Scheme is being handled by highly experienced people.
Mona Cherian
President and Group Head Human Resources, Thomas Cook
“Qapita has helped us in drastically improving our employee engagement on our Employee equity front. Equity payslips and valuation slider are really useful
Prashant Kumar
Co‑founder, Zingbus
The simple process and the functions are easy to work and use with.
We used to manage ESOPs manually - juggling spreadsheets, email trails, and legal documents. It was tedious and prone to errors. Qapita has centralized the entire process, making it faster, more accurate, and far easier to manage. Reporting is smoother, compliance is stress-free, and our employees now have a much clearer understanding of their equity which has boosted engagement significantly.
Ritika K.
People and Culture Manager,
Small-Business(50 or fewer emp)
Efficient system for recording ESOPs
Qapita helps efficiently record our ESOP grant details (including grant letters to employees), allows employees to exercise the options, and allows us to pull the necessary reports for compliance purposes
Sharuk V.
Head of Compensation; Benefits
Enterprise(> 1000 emp.)
Qapita Works With Companies Across the Globe From Seed Stage to Listing and Beyond

Make Exercising Options Effortless for Everyone

Simplify the process for employees and streamline operations for your finance team.
Testimonial

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Metrics

Helping You Elevate Your Equity Management

Private Companies
2800+
Listed Companies
100+
Employee Equity Under Management
$15bn+
Equity Under Management
$67bn+
Employee Owners Engaged
350k+
Equity Plans Designed
1400+
Other Offerings

Your Equity Journey Doesn't End Here

Employee Liquidity Programs

Enable structured liquidity events through buybacks and surrender programs, empowering employees without waiting for an IPO.

ESOP Tax Guides

Simplify the entire tax journey, educating employees and streamlining finance team execution across all equity events.

ESOP Benchmarking

Design competitive, market-aligned equity plans backed by real data, peer trends, and stage-specific norms.
Integrations

Our Integrations

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FAQs

Frequently Asked Questions

What Is Cap Table Management—and Why Does Your Startup Need It?

Cap Table Management involves tracking all forms of company equity ownership—founders, investors, options, warrants, SAFEs, convertible notes—accurately and in real‑time. Managing this manually in spreadsheets often leads to errors, dilution, miscalculations, and delays during fundraising or due diligence. Qapita’s platform automates equity issuance, updates transactions instantly, and ensures compliance.

How Do I Import or Migrate an Existing Cap Table into Qapita?

Seamlessly. Qapita supports full history imports or snapshot-based imports using spreadsheets for stakeholders, transactions, share classes, vesting schedules, and convertible instruments. You can map stakeholders and import rows in bulk, then publish transactions to go live when ready. Qapita handles data validation to minimize manual cleanup.

How Often Should I Update My Cap Table—and What Are Common Mistakes to Avoid?

Your cap table should be updated as soon as any significant event takes place, such as new funding rounds, option exercises, transfers, employee departures, or SAFE conversions. Outdated or inaccurate Cap Tables can lead to valuation discrepancies, legal complications, and delays during fundraising or audits. With Qapita, every change is recorded instantly and traceable, reducing typical human errors.

How much does Qapita cost?

Our pricing is designed to support your journey—from early stage to growth and beyond. We offer flexible plans for both listed and unlisted companies. No hidden fees—just unmatched transparency that helps you avoid unexpected pricing spikes. To get a tailored quote, talk to our team or request a demo.

Can Qapita Model Dilution and Equity Ownership Changes in Real Time?

Yes. Qapita lets you run real-time simulations for new funding rounds, option pool expansions, and convertible note conversions. Founders and CFOs can instantly see how ownership shifts across every round.

Transform Equity into Ownership Seamlessly

Digitize the entire exercise process, ensuring confidence and full compliance.