Qapita

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

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 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