Your Expertise. Our Platform. Better Client Outcomes
Combine your strategic financial guidance with Qapita’s equity management platform. Help your clients stay audit-ready, fundraising-ready, 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 ingestion tools. Our AI helps parse formats and validate data, while your team stays fully in control throughout.
Automated reporting, audit-ready anytime
Easily generate up-to-date reports for fundraising, audits, or board meetings. We’ve got the tools so you can focus on the numbers that matter.
Round-the-clock support from equity specialists
Need help with a last-minute board pack or a complex scenario model? Our equity operations team is just a call away—available when you need them the most.
Control access across teams
Add colleagues, assign roles, and manage permissions across multiple clients seamlessly. Stay compliant, secure, and efficient—without compromising on control.
Firm-Wide Dashboard: The Hub (Coming Soon)
Your strategic command center to drive equity outcomes across all your clients. Track client activity, access recurring templates, and oversee reporting workflows in one place.
Trusted by vCFOs powering high-growth startups
We work with top virtual CFOs managing companies backed by Peak XV, Elevation, and other leading VCs.
Turn your equity program into a true engagement driver.