Liquidity solutions for private companies

One seamless platform for your liquidity programs

Say no to paper work and yes to anytime liquidity. Qapita offers a wide variety of transaction types to companies and reduces the set up and transaction overheads with a seamless integration with our equity management solutions.

Issuer

Say no to paper work and yes to anytime liquidity. Qapita offers a wide variety of transaction types to companies and reduces the set up and transaction overheads with a seamless integration with our equity management solutions.

Benefits and Features

Workflow Tool

Workflow Tool

Provide seamless workflow tool for end-to-end transaction execution helping free up company bandwidth.

Reduce manual efforts and paper work involved in executing liquidity programs.

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Syndication

Syndication

Provide access to quality investors across hedge finds, secondary funds, family offices, HNI etc. to syndicate funding for employee liquidity.

Help preserve company’s cash balance for growth.

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Custodial Solution

Assist companies in setting up Employee Welfare ‘ESOP Trust’.

Administer ESOP Trust - maintain books of accounts, handle audit, execute transaction on behalf of the trust.

Act as independent corporate trustee and discharge the duties of an ESOP Trust.

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Issuer led liquidity programs for employee equity​​

Qapita’s workflow solutions enable companies to setup
hassle-free ESOP liquidity programs.

  • Options Surrender Programs​
    Companies can provide liquidity to employees by purchasing a set number of vested ESOPs at a price determined by the company​.
  • Options Exercise Programs​
    Platform to facilitate employees to exercise their ESOPS and become the shareholders of the company​.

On demand liquidity via third-party programs

Companies can set up third-party liquidity programs and enable shareholders to reap benefits of equity sooner.

  • Third Party Programs​
    Companies can facilitate a sale by existing investors to external investors through a liquidity window​.
  • Exercise & Share transfer programs​
    Platform to facilitate employees to exercise their ESOPS and provide third party liquidity via share transfer​.

Case Study

ESOP SURRENDER PROGRAM

Client’s requirements

The client is an Indian incorporated compliance technology platform. With continued strong performance in the past years, the founders were eager to provide liquidity to their loyal employees via an ESOP surrender event. Considerations were to be paid as a bonus to the July salaries and hence required quick execution with minimal friction for eligible participants.

User
Participants
29

Qapita’s value addition

  • Fully automated communications to participants.
  • Reduced back-and-forth with easily accessible FAQs.
  • Streamlined process for participants with fewer than 10 clicks.
  • Downloadable surrender and payout documents generated online with e-signatures enabled.
  • Same-day reconciliation with ESOP and cap table information (Qapita Equity Management clients).
Plane
Project completed in
11 Days
Case Study

How it works

Surrender Options Program

  • Simple and easy onboarding.
  • Setup liquidity program(s) and invite employees to participate.
  • Review and activate the event for participation.
  • Participants review transaction details, sign documents, and enter orders through a single log-in.
  • Monitor and track the submission of participants.
  • Approve, pay and communicate with participants.
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Surrender Options

Exercise Options Program

  • Simple and easy onboarding.
  • Setup liquidity program(s) and invite employees to participate.
  • Review and activate the event for participation.
  • Participants review transaction details, sign documents, and enter orders through a single log-in.
  • Monitor and track the submission of participants.
  • Approve the exercise.
  • Awardees complete their payments of exercise amount and perquisite tax.
  • Record the exercise and share issuance.
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Excercise Options

Shares Transfer Program

  • Identify the sellers and buyers for the transaction.
  • Design the event with eligibility, potential buyers, offer details and other documents needed.
  • Set up the event with all the details gathered.
  • Execute the event in a four-step process viz., get waivers for ROFO/ROFRs, sellers’ offers, buyers’ bids and approvals.  
  • Review, monitor and track all the stages seamlessly on one platform.
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Share Transfer

Custodial Solutions

  • Full range if services acting as Trustee and providing Trust management services.
  • 20 years of credibility and track record as ESOP Trustee.
  • ESOP through a Trust particularly for implementing cashless exercise and sourcing of shares through secondary market purchase.

Key Differentiators as Corporate Trustees

Domain Knowledge

  • Complete knowledge of how ESOP Trusts work and what the regulations allow.

  • Up-to-date knowledge of Industry practices and trends in usage of Trusts

  • Significant value add during the on-going operations - Accounting / Taxation of the Trust transactions

Managing ESOPs as Administrators

  • Trust management is a natural extension of our proposed engagement as Share Plan Administrators

  • Extended platform will provide seamless experience to the employees and the Company

  • Platform based service enables any-time , any-where access to information