Getting Started on The Portal

Modified on Mon, 30 Jun at 2:51 PM

Prepare for Working with Qapita


Before you get started on using Qapita, please ensure you have the following details in place: 

  • Certificates of Incorporation (original plus all amended filings, if relevant) 
  • Board-approved stock option plan document 
  • Shareholder’s Agreements 
  • Details of your Employees/Stakeholders 
  • Complete details of investment transactions in chronological order (e.g. share issuances), including relevant parameters: 
  1. Equity – Ordinary and Preferred Shares 
  2. Convertible Notes 
  3. Simple Agreement for Future Equity (SAFE) 
  4. Warrants 
  5. Employee Equity and Cash Instruments, including Options, Share Awards and SARs 



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