Welcome to the Investor/Advisor Dashboard on Qapita Portal
The first screen you'll see after signing in to Qapita is your personalized dashboard—a visual summary of all your Equity and Share Awards, along with their current value.
Let’s take a closer look at each section:
Your Equity Awards
This section displays a snapshot of the equity awards currently allocated to you, including a breakdown of your vested and unvested holdings.
Your Equity Awards Ownership
Here, you’ll find a graphical representation of your ownership structure, illustrating the percentage split between vested and unvested awards.
Hover over the color-coded graph to view the exact percentages.
Click “View Equity Awards” to dive deeper into your award details on a dedicated page.
Value of Your Equity Awards
This section offers a visual simulation of the current value of your awards based on your company’s valuation or configured share price.
- Use the valuation slider to explore how changes in company value may affect your equity.
- Slide to the right to see your award value rise hypothetically in an increased valuation scenario.
You’ll also see:
- Cost of Exercise – The estimated amount you would pay to exercise your vested options.
- Your Pre-Tax Gains – An illustrative estimate of potential earnings at the selected share price, after subtracting your exercise cost.
Note: The slider is a tool for illustrative purposes only to help visualize value fluctuations.
Your Shareholding
This widget shows the number of shares you currently own in the company.
Your Shareholding Ownership
Presented as a visual chart, this section reflects the percentage of total ownership you hold.
Want details? Click “View Cap Table” to explore your ownership by share class.
Value of Your Shareholding
Here, you’ll see the estimated market value of your shareholding based on the company’s current pricing.
- Use the slider to simulate how your shareholding’s value may change with different hypothetical valuations.
FAQs
1. Why does it say “Sorry, you do not have any stakeholder associated to your account”?
This message appears when there is no stakeholder name linked to your user profile.
2. Why is my Dashboard blank?
A blank screen indicates that no awards are assigned to your profile. For investors, this may occur if no transactions are associated with your name.
3. Why do I see “Sorry, you do not have access”?
This message is shown to users who have been assigned a custom role with restricted access.
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