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Knowledge base
QapMap
Introduction
4
Introduction to QapMap
Prepare for Working with QapMap
Register your Account on QapMap
Log Into QapMap
Managing Settings on QapMap
13
Managing Settings
Equity Awards Grant Settings
Grant Configurations
Form Configurations
SARs Nomenclature
View all 13
Managing Cap Table
8
Introduction to Dashboard Customization
Introduction to CapTable Dashboard Elements
Introduction to Captable
Captable by Stakeholder View
Proforma Captable
View all 8
Scenarios in QapMap
4
Introduction to Scenarios in QapMap
Create a New Waterfall Scenario
Funding Round Scenario Screen
Creating a New Finance Round Scenario
Manage Share Classes
4
Introduction to Share Classes in QapMap
Add a Share Class in QapMap
Add a Convertible Class in QapMap
Add a Warrant Class in QapMap
Equity Awards - Exercise/ Surrender
7
Option Awards - All Exercises
Share Awards - Exercise
Record Surrender Option Awards
Tax Configuration - Company Level
Tax Configuration - Employee Level
View all 7
Equity Awards - Financial Reports
9
Introduction - Financial Reports
Create an Option Award Expense Report
Download a Financial Report
Regenerate a Financial Report
Delete a Financial Report
View all 9
Managing Stakeholders
9
Introduction to Stakeholders
Configure Stakeholders Form
Add an Individual Stakeholder
Adding an Institutional Stakeholder
Edit a Stakeholder
View all 9
Managing Transactions in QapMap
13
Introduction to Transactions in QapMap
Add Share Issuances
Add Convertible Issuance
Add Warrant Issuances
Add Share Buyback
View all 13
Managing Users
2
Introduction to User Permissions
Add Roles
Managing Grants in QapMap
15
Grants - Introduction
Process for Awarding Grants
Create an Option Award Grant
Performance Based Vesting in Grants
Recognize Performance Conditions
View all 15
Managing Award Plans in QapMap
6
Create an Award Plan
View an Award Plan
Add an Amendment to an Award Plan
Edit an Award Plan
Delete an Award Plan
View all 6
Manage Templates in QapMap
7
Managing Templates in QapMap
Create a Template in QapMap
Create a Template in MS Word
View a Template
Edit a Template
View all 7
Managing Documents in QapMap
1
Introduction to Managing Documents in QapMap
Bulk Upload
10
Bulk Upload
Mark Separation in Bulk Upload
Stakeholder Individual (For Employees and Investors)
Stakeholder Institutional
Share Issuance/Convertible Issuance/ Warrant Issuance/ Share Buyback Transaction
View all 10
Bulk Download of Grant Letters/ Share Certificates
2
Bulk Download of Grant Letters / Share Certificates
Bulk Download of Grant Letters / Share Certificates – FAQs
Reports
14
Reports in QapMap
Summary Report
Vestwise Report (Option Awards, Share Awards and SARs)
Plan wise Summary Report
Employee wise Summary Report
View all 14
FAQ
1
FAQ - NetBanking Payments
QapMap - Employee
6
Introduction to Employees' Dashboard
Accept Grant Awards - Employee
Documents on Employee's QapMap Dashboard
Exercising Vested Options by Employees
Surrender Vested Options by Employees
View all 6
QapMap - Investor
1
Introduction to Investor's/Advisor's QapMap Dashboard
QapMap Video Tutorials
Quick Tours
4
Demo of Employee View
Valuation Slider Configuration
Switch Roles
Welcome to Qapita
Stakeholders
3
Add Stakeholders
Adding Custom Fields for Stakeholders
Marking Separation
Equity Awards
10
Activate Grants
Vesting Template Configurations
Exercise Template Configuration
Accelerated Vesting
Marking Surrenders
View all 10
Financial Reports
1
Financial Reporting for Option Awards
Quick Tours - Employee View
5
Dashboard
Documents
Add Nominee Details - Employee
Exercise Options - Employee
Surrender Options - Employee
Captable
4
How to add a new transaction?
How to add a new share class?
Finance Round Scenario Analysis
Waterfall Scenario Analysis
Update Company Profile
1
Update Company Profile
Manage Users
3
User Rights and Roles
Data access tag - Data Access Value
Nomination Configurations
Qapita MarketPlace
Qapita Marketplace Overview
1
Qapita Marketplace Overview
ESOP Liquidity Programs
2
ESOP Surrender Options - Employee Flow
ESOP Surrender - Admin Flow
Liquidity Programs - Surrender of Options (ESOPs)
0
Liquidity Programs - Exercise of Options (ESOPs)
0
Third Party Share Transfer (Admin)
0
Third Party Share Transfer (Seller)
0
Third Party Share Transfer (Buyer)
0
Share Buyback (Admin)
0
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