Qapita Equity Management Administrator

Streamline Qapita Administration with Countsy’s Expertise

Countsy delivers full-service equity plan administration for companies leveraging Qapita. From initial setup through ongoing management, our experts ensure your cap table stays accurate, your grants are compliant, and your participants receive world-class support.

Our Services Include:

Cap Table Management

Maintaining up-to-date ownership records, handling refreshes, and tracking transfers.

Equity Plan Configuration

Tailoring Qapita’s settings to reflect your plan design, vesting schedules, and financing rounds.

Grant Issuance & Tracking

Streamlining award setup, vesting events, exercises, and cancellations.

Scenario Modeling & Forecasting

Running “what-if” analyses for fundraising, exit scenarios, dilution impact, and expense planning.

Compliance & Reporting

Ensuring adherence to ASC 718, IFRS 2, tax-withholding requirements, and local regulations.

Data Migration & Reconciliation

Importing historical records from spreadsheets or legacy systems and validating data integrity.

Audit & Tax Support

Preparing audit-ready documentation, coordinating with auditors, and addressing tax-filing inquiries.

Participant Education & Support

Offering employees clear guidance on accessing Qapita, understanding statements, and exercising awards.

And More…

Whether you’re implementing Qapita for the first time or optimizing your existing setup, Countsy’s proven process and seasoned team make equity administration effortless. Learn more about our Equity Administration Services.