Fund Investor Portal & Workflow | Qapita (U.S.)
Investors
One platform. Built to run your fund. We handle the details.
Eliminate back-office chaos with a clean, investor-first platform.
Recognized as a Global Leader on G2
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.
Full Visibility, Always or Track What Matters in Real Time
Track every task, document, and equity movement in real time. Get instant visibility into fund workflows, ownership changes, and approvals—so you're never in the dark.
Simplify the LP Experience
Give your LPs a clean, intuitive portal that just works. From document signing to performance reports and distribution tracking—everything your investors need, in one place.
Offload the Back Office, Not the Control
We manage the operations—capital calls, distributions, equity workflows—so you stay focused on strategy. Control remains with you, while we handle the execution behind the scenes.
Plan Smarter With Scenario Tools
Run dilution, exit, and distribution models in minutes—not hours. Built-in tools help you answer “what if” questions before the board even asks.
Stay Compliant Without the Stress
Automated KYC, AML, and audit-ready valuations built in. Get audit-ready reports, investor verifications, and ASC 820-compliant valuations—without chasing third parties.
Testimonials
Words from our valued customers
Great onboarding experience overall.
"We moved over from Carta, which was very overpriced, and did not provide any kind of support. Qapita made the whole experience seamless and pain-free."
Colin M, HR/Ops Manager
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
"Easily manageable platform. Amazing customer service."
Khurram Khalil J., Mid-Market(51-1000 emp.)
"Qapita has drastically improved employee engagement on our Employee equity front. Equity payslips and valuation slider are really useful"
Mark Harper, CEO, VSPRY
"Qapita’s customer support has been incredibly helpful, always responsive and solution-oriented, even during late hours."
Jinjin Z, Associate Manager, Performance and Rewards
Mid-Market(51-1000 emp.)
I recently transitioned my company from Carta to Qapita, and the experience was outstanding.
Amanda Skinner, Founder, i20 Retail
Trusted by the World’s Most Innovative Teams
Built for investors. Ready when you are.
Spend less time on operations—and more on what matters.
Metrics
Helping you elevate your equity management
Companies Serviced: 2400+
Countries Served: 60+
Stakeholders: 500,000+
Equity Plans Designed: 1000+
Valuation Reports per Year: 500+
Our Offerings
409A Valuations
Get independent, audit-ready 409A valuations from qualified analysts who understand your business — no shortcuts, no surprises.
Equity Compensation Advisory
Expert guidance to design equity programs that align with your goals, stage, and people — tailored, not copy-paste.
Tender Offers
Enable structured liquidity events for employees and early stakeholders while maintaining compliance, control, and alignment.
You're building the company. We'll build the equity system.
Book a demo designed for startup founders.