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Qapita - ELG Assignment

About Qapita💸

  1. Product for the purpose of Event Led Growth: A SAAS tool that enable a company to manage their capital table and ESOP in secure and compliant manner
  2. Stage of the Product: Early Scaling
  3. PMF validation: Strong WOM, Willingness to Pay, 1800+ companies using the product.


Qapita - ELG Assignment

About Qapita💸

  1. Product for the purpose of Event Led Growth: A SAAS tool that enable a company to manage their capital table and ESOP in secure and compliant manner
  2. Stage of the Product: Early Scaling
  3. PMF validation: Strong WOM, Willingness to Pay, 1800+ companies using the product.


image


What does Qapita do? - The Elevator Pitch 📢

"Imagine overseeing a growing company with a myriad of stakeholders, from employees to investors, and juggling their equity shares becomes increasingly complex. Qapita simplifies this. Qapita is a cutting-edge equity management platform that streamlines cap table management, equity issuance, and shareholder insights. Think of them as the digital guardian of your company's equity, ensuring accuracy, compliance, and transparency for all stakeholders. In a world where every share counts, Qapita ensures you never lose track.”

Some Numbers about Qapita

Value proposition

Qapita X Event led growth

Objective - Engage with increased focus on Series A + and listed companies

Company Stage

PMF

Early Scaling

Mature Scaling

Problem to be solved

Product awareness

Expand sales pipeline

Brand building


Lead generation

Accelerate sales cycle

User/revenue retention


Build early relationships

Go deeper in the same market

Category expansion


Kick-off the sales pipeline

Sell more features to the same customer

Community building

Type of Event

Discover

Engage

Grow

Is the product is ready for event led growth? 🏎️

Litmus Test

Metric

Value

Test 1

Product volume

1800 + private companies, 100 listed companies and 1,90,000 employees tracked


ARPU

Subscription fees depends on stage of companies

Test 2

Sales Cycle

3 to 4 weeks

Test 3

CAC to LTV ratio

Most of the leads are inbound or driven by WOM - leading to a very healthy LTV/CAC ratio.

What sort of event should it be? - “Engage”


Type of event

Company Stage

Goal for the event

Discover

Na

Na

Engage

Early Scaling/Growth

- Engage/Expand Sales pipeline

- Get more leads

- Educate prospects

Grow

Na

Na

Who should attend Qapita’s Event? 👥

IAP - Series A+

Funding Stage - Series A+

GMV - 50L to 100cr

Sector : Agnostic

Lifecycle: Early Stage/Scaling

Geography: India

ESOP pool : Yes

Number of Employees : >50 +

Let’s meet the Decision Makers

  1. Vaibhav Taneja - CFO Tesla

image

About Vaibhav

2) Elon Musk - Founder + CEO

image

About Elon

3) Chitra Thomas - CHRO

image

About Chitra thomas

Why should a Founder/ CFO / CHRO attend the event ?

Platform like Qapita, which specializes in equity management, its features and benefits are intertwined with the responsibilities and concerns of key stakeholders such as the CFO, Founder, and CHRO. By attending Qapita's event, these personas can gain insights that directly impact their roles and the organization's growth.

There are multiple aspects of equity management such as :

  1. ESOP management and expense accounting
  2. Captable and various instrument management
  3. Valuation simulation for subsequent fundraise
  4. Communication and operations of ESOPs to employees
  5. Manage corporate actions

Any founder or CFO or CHRO should be interested in attending the event to learn about the best practices of managing capital table and related compliances effectively

What stage of Awareness do our IAPs fall under?

Event Goal

Audience Type

IAP

Discover

Problem unaware

NA

Brand unaware

NA

Engage

Urgency unaware

Founder/CHRO

Evaluators

Founder, CFO


Trial users

Founder / CHRO/ CFO

Grow

Long time customers

NA


Brand evangelists

NA

Summarising the JTBDs and Frictions of our IAPs

https://infinyte.notion.site/e7a0db1781134ab699e693fbebd92c1b?v=9d0be9af90a84f6e841de548fb8a2c6b&pvs=4

Let’s get to the Showmanship now, what will the event actually look like? 💣

Format

Virtual Summit - New world of Equity

A virtual summit will help solidify Qapita’s industry reputation amongst the leaders and decision-makers, nurture prospects, and drive lead generation.

Duration and Structure

The Virtual Summit will be held across a period of 2 days with 2 speakers covering their respective topics each day.

  1. Day 1 → Speaker 1 - Break(accompanied with an activity) - Speaker 2
  2. Day 2 → Speaker 3 - Break(accompanied with an activity) - Speaker 4

The Topic

Conversation


Trends

1. Remote Work and ESOPs

  1. Dynamic Cap tables in rapidly scaling startup | | Problems | 1. ESOP policy non-compliance
  2. Scattered and outdated cap table
  3. Employee experience
  4. Manual reportings | | Career | Senior | | Skills | Finance, HR, Analytical, data-driven |

The Goal 🥅

The goal of the virtual summit will be to establish Qapita’s Topical Authority in Equity management. Qualitatively, the event will help drive leads and accelerate the sales pipeline.

  • Build a larger community
  • Create brand awareness
  • Nurture & educate prospects
  • Spread awareness while adding value
  • Offer engaging, interactive experiences
  • Content creation - The summit's sessions can be recorded and repurposed into various content formats like blogs, podcasts, video snippets, etc., providing value long after the event has concluded.

Platform

Airmeet 💈

Qapita would want events to bring people together and contribute towards their business goals. Airmeet gives us unique opportunities to connect with our customers, clients, and prospects to create brand awareness, brand impact, and brand recognition.

Airmeet is a great platform to create awareness, nurture leads and connect people. Qapita believes in the power of demand generation, which is providing value to prospects and potential customers before asking them to sign for a free trial or use the platform.

Airmeet can easily handle 100,000+ live, concurrent attendees. The Speed networking feature will allow attendees to make connections, and Qapita could leverage it to build their community. The Roundtable discussions feature – Airmeet’s social lounge is highly effective for roundtable discussions and increased engagement.

Additionally, Airmeet is filled with features to engage with the virtual audience, like chat, networking, the ability to hop on a camera and ask questions, etc.

The Speakers 🎙️

A Fireside Chat About Pa (1)

Inviting The Speakers 📩

Subject: Invitation to Join Our Esteemed Panel at Qapita's Virtual Summit

Dear Rajan,

I hope you're doing well.

Firstly, let me express our heartfelt gratitude for your unwavering belief and investment in Qapita. Your insights and support have been instrumental in our journey so far.

We're on the cusp of hosting Qapita's Virtual Equity Management Summit, and we're honored to announce a panel that includes industry luminaries. We'd be thrilled to have you join us as a distinguished panelist alongside:

  • Ravi Ravulaparthi - Founder at Qapita
  • Vamsi Dasetty - VP, Total Rewards and HR Analytics
  • Santwana Periwal - Chief Human Resource Officer at Clix Capital

Your vast expertise, combined with the insights of our co-panelists, would make for an incredibly enriching discussion that our audience is eagerly anticipating.

Event Highlights:

  • Collaborative Insight: The collective knowledge of the panel is sure to drive thought-provoking conversations around equity management and its evolving landscape.
  • Engaged Audience: We have a curated list of attendees including CFOs, Founders, and CHROs, who are eager to hear from leaders such as yourself.
  • Deep Dive Discussions: Your association with Qapita provides a unique perspective that can offer in-depth insights into the realm of equity management.

Event Details:

  • Date: [Specific Date]
  • Duration: [Specific Time]
  • Format: Virtual Panel Discussion, followed by an interactive Q&A session.

I believe that your participation, Rajan, alongside our notable panelists, will truly elevate this summit. Our team is here to ensure that your experience as a panelist is smooth and memorable.

Let's connect soon to discuss any specifics, or if you have any questions. Your presence will indeed make this event a landmark in our shared journey.

Warmly,

[Your Name] [Your Position] Qapita [Your Contact Information]


Inviting The Audience(IAPs) 💌

Subject: Unlock the Secrets of Equity Management with Industry Titans!

Hello [Recipient's Name/ Esteemed Guest],

Are you ready to elevate your understanding of equity management? Dive deep into the evolving landscape of startups, funding, and cap table dynamics?

We're thrilled to invite you to Qapita's Virtual Equity Management Summit—a confluence of thought leaders, visionaries, and industry experts who will decode the intricacies of equity management for today's dynamic business environment.

🔥 Why Attend?

  • Stellar Panel: Engage with a distinguished panel featuring Rajan Anandan, a stalwart in the startup ecosystem, Ravi Ravulaparthi (Founder, Qapita), Vamsi Dasetty (VP, Total Rewards and HR Analytics), and Santwana Periwal (CHRO, Clix Capital).
  • Insightful Sessions: Deep dive into discussions that go beyond the textbook, unraveling real-world scenarios, challenges, and innovative solutions.
  • Interactive Q&A: Get direct answers to your burning questions from industry frontrunners.
  • Networking: Connect with peers, influencers, and leaders, expanding your professional network.

📅 Event Details:

  • Date: [Specific Date]
  • Duration: [Specific Time]
  • Platform: [Virtual Meeting Link/ Platform Details]

Whether you're a budding entrepreneur, a seasoned CFO, or a dynamic CHRO, this summit offers a wealth of knowledge and insights tailored for you.

🎟 Limited Seats Available! Ensure you grab your spot for this transformative event. [Link to RSVP/Registration]

Join us for a day of knowledge, inspiration, and networking. Unlock the power of equity management and steer your business toward unparalleled growth.

See you at the summit!

Warm regards,

The Qapita Team


The Event Design 📺

Pre-event engagement

  1. Taking the virtual summit’s landing page live and going heavy on promotion.
    1. Strategic paid campaign to drive as much qualified traffic to your landing pages.
    2. Linkedin ads
  2. Asking speakers to post about the event – Make the posts more interesting than standard promotions with polls, teasers about different experiences, and insights into pro content.
  3. Elevating the confirmation and reminder emails – Highlighting the most coveted sessions and speakers and can’t-miss moments.

Day 1 💥

Speakers: Ravi Ravulaparthi, Rajan Anandan

Opening Act - Why private market needs liquidity, by Ravi

Break Activity Design - Capital table related Kahoot quiz with a prize.

Closing Act - The Evolution of Equity Management in the Digital Age, by Rajan Anandan

Incentive for IAPs to stay till the end

E-book(Best practices for Cap table and ESOP management curated with insights from top Industry expert) will be shared with participants.

Day 2 🙏🏻

Speakers: Vamsi Dasetty and Santwana Periwal

Opening Act - Optimizing Employee Stock Option Plans (ESOPs), by Vamsi

Break Activity Design - Fun activity in breakout room with some trigger

Closing Act - Global Trends in Equity Management by Santwana Periwal

Incentive for IAPs to stay till the end

3 lucky customer gets free annual subscription

Keeping the Engagement all the way UP during the Summit

Additional ways we can keep the engagement up throughout the event -

  • Q&A throughout the event
  • Live polling (81.8% of virtual event organizers use polling to improve audience interaction)
  • Ice breaker games
  • Breakout sessions
  • Encourage attendees to join small breakout groups

<aside> 🚀 Airmeet will be able offer multiple ways for attendees to connect with each other, from fluid spaces for impromptu conversations to fully featured event chats to speed networking and social lounges that encourage attendees to build meaningful connections.

</aside>

Post-event Engagement Strategy

The curtain has dropped on the summit. Audience members erupt into cheers, dropping hundreds of clapping emojis in the chat. The event is officially over… or is it? Not by a long shot. Here’s how Qapita can amplify the impact over the next days, weeks, and months.

Events are ripe with opportunities for engaging and relevant content that speaks to every stage of the funnel.

Today’s average buyer requires more interactions (27 interactions to be exact) with a company and their content before they make a purchase.

By creating events and content around the same message, Qapita can create more opportunities for buyers to engage.


image

Post Event Feedback

Post-event survey for attendees

  1. On a scale of 1 to 5, how would you rate the overall quality of the event?
  2. What did you like most about New world of Equity?
  3. What, if anything, did you dislike about this event?
  4. Would you want to attend this event again in the future?
  5. Did you learn what you came here to learn?
  6. How likely are you to contact someone you met at the event? (Networking.)

Post event survey questions for speakers

  1. Was the technology provided for your talk (e.g. AV equipment, microphone) adequate and reliable? (yes/no)
  2. Would you be interested in speaking at a future event organized by the same group? (yes/no)
  3. Was the schedule for your talk and the event overall well-organized and efficient? (yes/no)
  4. How well was your talk received by the audience? (scale of 1 to 5)

Post event survey email

Subject: Your Feedback Matters: Help Us Make Our Next Summit Even Better!

Dear [Recipient's Name],

First and foremost, we want to extend our heartfelt gratitude for attending the Qapita Virtual Equity Management Summit. We hope you found the sessions informative and enriching.

As we continually strive to enhance our events and offer unparalleled value, we believe in the importance of gathering insights from our valued attendees. Your feedback will play a pivotal role in shaping our future summits and ensuring they cater to your needs and expectations.

📝 Please take a few minutes to complete our brief survey: [Link to Survey]

In the survey, you'll find questions related to:

  • The content and relevance of the sessions.
  • The quality of our panelists and speakers.
  • Any technical issues faced during the virtual summit.
  • Suggestions for future topics and improvements.

As a token of appreciation for your time and feedback, all completed survey entries will be entered into a lucky draw for a chance to win a [special incentive, e.g., Amazon Gift Card, exclusive content, or any other offer].

Your insights are invaluable to us, and we genuinely hope to incorporate your suggestions into our upcoming events.

Thank you for being an essential part of our journey, and we look forward to hearing your thoughts.

Warm regards,

[Your Name] Event Coordinator, Qapita Virtual Summit [Your Contact Information]


Nurture leads and prospects 🪴

Followups - We can add value in our first follow-up emails with additional content, event quotes, post-event swag, etc.) and collect attendee feedback.

Lead scoring - The Event will generate a ton of leads — registrations, gated content, demo and contact requests, the list goes on. Sales cannot work every lead at the same time.

So, we’ll score the leads - X points for registering, Y points for attending, Z points for matching our ICP. Set a threshold for marketing-qualified leads (MQLs) and route all leads above the threshold to sales.

Engage no-shows

Only 39% of registered attendees check in at free events.

After the event, acknowledge the no-shows with a “missed you” email.

We’ll use the no-show emails to re-engage prospects and share the best bits of our event.

After sending them a no-show email, we’ll add them to a nurture campaign to keep them engaged.

Getting Mileage out of the Event ****🐦

Events create a ton of content — everything from official session transcripts to informal conversations in breakout rooms. Our goal is to create a post-event promotion strategy.

We’ll create a post-event page that directs users to additional resources, with highlights of the interactive chat and polls in addition to replay videos.

Turning big assets into lots of small ones

  • Transforming attendee comments into short-form social media posts
  • Designing an infographic from the best speaker quotes
  • Sharing the best speaker snippets as audiograms

Combining multiple assets into something new

  • Finding sessions with the most engagement and turn them into blog posts
  • Combining videos from speakers into a curated playlist
  • Producing a “roundup” podcast episode packed with the best clips
  • Building a mini-email course with different micro-lessons from each session

Updating existing pieces of content to bring it to a new context

  • Creating a video montage of the event and use it to promote your next event
  • Using speaker quotes and slides to enrich existing blogs and articles

Speakers - After the event, we’ll thank all our partners and give them ready-to-go content (pre-edited videos, audiograms, blogs, and so on) for their social media.

Also, Send swag to attendees.

Measuring event success - Metrics to Track 💽


That’s all Folks!

What does Qapita do? - The Elevator Pitch 📢

"Imagine overseeing a growing company with a myriad of stakeholders, from employees to investors, and juggling their equity shares becomes increasingly complex. Qapita simplifies this. Qapita is a cutting-edge equity management platform that streamlines cap table management, equity issuance, and shareholder insights. Think of them as the digital guardian of your company's equity, ensuring accuracy, compliance, and transparency for all stakeholders. In a world where every share counts, Qapita ensures you never lose track.”

Some Numbers about Qapita

Value proposition

Qapita X Event led growth

Objective - Engage with increased focus on Series A + and listed companies

Company Stage

PMF

Early Scaling

Mature Scaling

Problem to be solved

Product awareness

Expand sales pipeline

Brand building

Lead generation

Accelerate sales cycle

User/revenue retention

Build early relationships

Go deeper in the same market

Category expansion

Kick-off the sales pipeline

Sell more features to the same customer

Community building

Type of Event

Discover

Engage

Grow

Is the product is ready for event led growth? 🏎️

Litmus Test

Metric

Value

Test 1

Product volume

1800 + private companies, 100 listed companies and 1,90,000 employees tracked

ARPU

Subscription fees depends on stage of companies

Test 2

Sales Cycle

3 to 4 weeks

Test 3

CAC to LTV ratio

Most of the leads are inbound or driven by WOM - leading to a very healthy LTV/CAC ratio.

What sort of event should it be? - “Engage”

Type of event

Company Stage

Goal for the event

Discover

Na

Na

Engage

Early Scaling/Growth

- Engage/Expand Sales pipeline

  • Get more leads
  • Educate prospects | | Grow | Na | Na |

Who should attend Qapita’s Event? 👥

IAP - Series A+

Funding Stage - Series A+

GMV - 50L to 100cr

Sector : Agnostic

Lifecycle: Early Stage/Scaling

Geography: India

ESOP pool : Yes

Number of Employees : >50 +

Let’s meet the Decision Makers

  1. Vaibhav Taneja - CFO Tesla


About Vaibhav

2) Elon Musk - Founder + CEO


About Elon

3) Chitra Thomas - CHRO


About Chitra thomas

Why should a Founder/ CFO / CHRO attend the event ?

Platform like Qapita, which specializes in equity management, its features and benefits are intertwined with the responsibilities and concerns of key stakeholders such as the CFO, Founder, and CHRO. By attending Qapita's event, these personas can gain insights that directly impact their roles and the organization's growth.

There are multiple aspects of equity management such as :

  1. ESOP management and expense accounting
  2. Captable and various instrument management
  3. Valuation simulation for subsequent fundraise
  4. Communication and operations of ESOPs to employees
  5. Manage corporate actions

Any founder or CFO or CHRO should be interested in attending the event to learn about the best practices of managing capital table and related compliances effectively

What stage of Awareness do our IAPs fall under?

Event Goal

Audience Type

IAP

Discover

Problem unaware

NA


Brand unaware

NA

Engage

Urgency unaware

Founder/CHRO


Evaluators

Founder, CFO


Trial users

Founder / CHRO/ CFO

Grow

Long time customers

NA


Brand evangelists

NA

Summarising the JTBDs and Frictions of our IAPs


Let’s get to the Showmanship now, what will the event actually look like? 💣

Format

Virtual Summit - New world of Equity

A virtual summit will help solidify Qapita’s industry reputation amongst the leaders and decision-makers, nurture prospects, and drive lead generation.

Duration and Structure

The Virtual Summit will be held across a period of 2 days with 2 speakers covering their respective topics each day.

  1. Day 1 → Speaker 1 - Break(accompanied with an activity) - Speaker 2
  2. Day 2 → Speaker 3 - Break(accompanied with an activity) - Speaker 4

The Topic

Conversation


Trends

1. Remote Work and ESOPs

  1. Dynamic Cap tables in rapidly scaling startup | | Problems | 1. ESOP policy non-compliance
  2. Scattered and outdated cap table
  3. Employee experience
  4. Manual reportings | | Career | Senior | | Skills | Finance, HR, Analytical, data-driven |

The Goal 🥅

The goal of the virtual summit will be to establish Qapita’s Topical Authority in Equity management. Qualitatively, the event will help drive leads and accelerate the sales pipeline.

  • Build a larger community
  • Create brand awareness
  • Nurture & educate prospects
  • Spread awareness while adding value
  • Offer engaging, interactive experiences
  • Content creation - The summit's sessions can be recorded and repurposed into various content formats like blogs, podcasts, video snippets, etc., providing value long after the event has concluded.

Platform

Airmeet 💈

Qapita would want events to bring people together and contribute towards their business goals. Airmeet gives us unique opportunities to connect with our customers, clients, and prospects to create brand awareness, brand impact, and brand recognition.

Airmeet is a great platform to create awareness, nurture leads and connect people. Qapita believes in the power of demand generation, which is providing value to prospects and potential customers before asking them to sign for a free trial or use the platform.

Airmeet can easily handle 100,000+ live, concurrent attendees. The Speed networking feature will allow attendees to make connections, and Qapita could leverage it to build their community. The Roundtable discussions feature – Airmeet’s social lounge is highly effective for roundtable discussions and increased engagement.

Additionally, Airmeet is filled with features to engage with the virtual audience, like chat, networking, the ability to hop on a camera and ask questions, etc.

The Speakers 🎙️

https://infinyte.notion.site/7f4bc000742d47ff98077853c208c13d?v=361f903dfa51406ead9c86c8f1c4dabb&pvs=4

A Fireside Chat About Pa (1)

Inviting The Speakers 📩

Subject: Invitation to Join Our Esteemed Panel at Qapita's Virtual Summit

Dear Rajan,

I hope you're doing well.

Firstly, let me express our heartfelt gratitude for your unwavering belief and investment in Qapita. Your insights and support have been instrumental in our journey so far.

We're on the cusp of hosting Qapita's Virtual Equity Management Summit, and we're honored to announce a panel that includes industry luminaries. We'd be thrilled to have you join us as a distinguished panelist alongside:

  • Ravi Ravulaparthi - Founder at Qapita
  • Vamsi Dasetty - VP, Total Rewards and HR Analytics
  • Santwana Periwal - Chief Human Resource Officer at Clix Capital

Your vast expertise, combined with the insights of our co-panelists, would make for an incredibly enriching discussion that our audience is eagerly anticipating.

Event Highlights:

  • Collaborative Insight: The collective knowledge of the panel is sure to drive thought-provoking conversations around equity management and its evolving landscape.
  • Engaged Audience: We have a curated list of attendees including CFOs, Founders, and CHROs, who are eager to hear from leaders such as yourself.
  • Deep Dive Discussions: Your association with Qapita provides a unique perspective that can offer in-depth insights into the realm of equity management.

Event Details:

  • Date: [Specific Date]
  • Duration: [Specific Time]
  • Format: Virtual Panel Discussion, followed by an interactive Q&A session.

I believe that your participation, Rajan, alongside our notable panelists, will truly elevate this summit. Our team is here to ensure that your experience as a panelist is smooth and memorable.

Let's connect soon to discuss any specifics, or if you have any questions. Your presence will indeed make this event a landmark in our shared journey.

Warmly,

[Your Name] [Your Position] Qapita [Your Contact Information]


Inviting The Audience(IAPs) 💌

Subject: Unlock the Secrets of Equity Management with Industry Titans!

Hello [Recipient's Name/ Esteemed Guest],

Are you ready to elevate your understanding of equity management? Dive deep into the evolving landscape of startups, funding, and cap table dynamics?

We're thrilled to invite you to Qapita's Virtual Equity Management Summit—a confluence of thought leaders, visionaries, and industry experts who will decode the intricacies of equity management for today's dynamic business environment.

🔥 Why Attend?

  • Stellar Panel: Engage with a distinguished panel featuring Rajan Anandan, a stalwart in the startup ecosystem, Ravi Ravulaparthi (Founder, Qapita), Vamsi Dasetty (VP, Total Rewards and HR Analytics), and Santwana Periwal (CHRO, Clix Capital).
  • Insightful Sessions: Deep dive into discussions that go beyond the textbook, unraveling real-world scenarios, challenges, and innovative solutions.
  • Interactive Q&A: Get direct answers to your burning questions from industry frontrunners.
  • Networking: Connect with peers, influencers, and leaders, expanding your professional network.

📅 Event Details:

  • Date: [Specific Date]
  • Duration: [Specific Time]
  • Platform: [Virtual Meeting Link/ Platform Details]

Whether you're a budding entrepreneur, a seasoned CFO, or a dynamic CHRO, this summit offers a wealth of knowledge and insights tailored for you.

🎟 Limited Seats Available! Ensure you grab your spot for this transformative event. [Link to RSVP/Registration]

Join us for a day of knowledge, inspiration, and networking. Unlock the power of equity management and steer your business toward unparalleled growth.

See you at the summit!

Warm regards,

The Qapita Team


The Event Design 📺

Pre-event engagement

  1. Taking the virtual summit’s landing page live and going heavy on promotion.
    1. Strategic paid campaign to drive as much qualified traffic to your landing pages.
    2. Linkedin ads
  2. Asking speakers to post about the event – Make the posts more interesting than standard promotions with polls, teasers about different experiences, and insights into pro content.
  3. Elevating the confirmation and reminder emails – Highlighting the most coveted sessions and speakers and can’t-miss moments.

Day 1 💥

Speakers: Ravi Ravulaparthi, Rajan Anandan

Opening Act - Why private market needs liquidity, by Ravi

Break Activity Design - Capital table related Kahoot quiz with a prize.

Closing Act - The Evolution of Equity Management in the Digital Age, by Rajan Anandan

Incentive for IAPs to stay till the end

E-book(Best practices for Cap table and ESOP management curated with insights from top Industry expert) will be shared with participants.

Day 2 🙏🏻

Speakers: Vamsi Dasetty and Santwana Periwal

Opening Act - Optimizing Employee Stock Option Plans (ESOPs), by Vamsi

Break Activity Design - Fun activity in breakout room with some trigger

Closing Act - Global Trends in Equity Management by Santwana Periwal

Incentive for IAPs to stay till the end

3 lucky customer gets free annual subscription

Keeping the Engagement all the way UP during the Summit

Additional ways we can keep the engagement up throughout the event -

  • Q&A throughout the event
  • Live polling (81.8% of virtual event organizers use polling to improve audience interaction)
  • Ice breaker games
  • Breakout sessions
  • Encourage attendees to join small breakout groups




Post-event Engagement Strategy

The curtain has dropped on the summit. Audience members erupt into cheers, dropping hundreds of clapping emojis in the chat. The event is officially over… or is it? Not by a long shot. Here’s how Qapita can amplify the impact over the next days, weeks, and months.

Events are ripe with opportunities for engaging and relevant content that speaks to every stage of the funnel.

Today’s average buyer requires more interactions (27 interactions to be exact) with a company and their content before they make a purchase.

By creating events and content around the same message, Qapita can create more opportunities for buyers to engage.


Post Event Feedback

Post-event survey for attendees

  1. On a scale of 1 to 5, how would you rate the overall quality of the event?
  2. What did you like most about New world of Equity?
  3. What, if anything, did you dislike about this event?
  4. Would you want to attend this event again in the future?
  5. Did you learn what you came here to learn?
  6. How likely are you to contact someone you met at the event? (Networking.)

Post event survey questions for speakers

  1. Was the technology provided for your talk (e.g. AV equipment, microphone) adequate and reliable? (yes/no)
  2. Would you be interested in speaking at a future event organized by the same group? (yes/no)
  3. Was the schedule for your talk and the event overall well-organized and efficient? (yes/no)
  4. How well was your talk received by the audience? (scale of 1 to 5)

Post event survey email

Subject: Your Feedback Matters: Help Us Make Our Next Summit Even Better!

Dear [Recipient's Name],

First and foremost, we want to extend our heartfelt gratitude for attending the Qapita Virtual Equity Management Summit. We hope you found the sessions informative and enriching.

As we continually strive to enhance our events and offer unparalleled value, we believe in the importance of gathering insights from our valued attendees. Your feedback will play a pivotal role in shaping our future summits and ensuring they cater to your needs and expectations.

📝 Please take a few minutes to complete our brief survey: [Link to Survey]

In the survey, you'll find questions related to:

  • The content and relevance of the sessions.
  • The quality of our panelists and speakers.
  • Any technical issues faced during the virtual summit.
  • Suggestions for future topics and improvements.

As a token of appreciation for your time and feedback, all completed survey entries will be entered into a lucky draw for a chance to win a [special incentive, e.g., Amazon Gift Card, exclusive content, or any other offer].

Your insights are invaluable to us, and we genuinely hope to incorporate your suggestions into our upcoming events.

Thank you for being an essential part of our journey, and we look forward to hearing your thoughts.

Warm regards,

[Your Name] Event Coordinator, Qapita Virtual Summit [Your Contact Information]


Nurture leads and prospects 🪴

Followups - We can add value in our first follow-up emails with additional content, event quotes, post-event swag, etc.) and collect attendee feedback.

Lead scoring - The Event will generate a ton of leads — registrations, gated content, demo and contact requests, the list goes on. Sales cannot work every lead at the same time.

So, we’ll score the leads - X points for registering, Y points for attending, Z points for matching our ICP. Set a threshold for marketing-qualified leads (MQLs) and route all leads above the threshold to sales.

Engage no-shows

Only 39% of registered attendees check in at free events.

After the event, acknowledge the no-shows with a “missed you” email.

We’ll use the no-show emails to re-engage prospects and share the best bits of our event.

After sending them a no-show email, we’ll add them to a nurture campaign to keep them engaged.

Getting Mileage out of the Event ****🐦

Events create a ton of content — everything from official session transcripts to informal conversations in breakout rooms. Our goal is to create a post-event promotion strategy.

We’ll create a post-event page that directs users to additional resources, with highlights of the interactive chat and polls in addition to replay videos.

Turning big assets into lots of small ones

  • Transforming attendee comments into short-form social media posts
  • Designing an infographic from the best speaker quotes
  • Sharing the best speaker snippets as audiograms

Combining multiple assets into something new

  • Finding sessions with the most engagement and turn them into blog posts
  • Combining videos from speakers into a curated playlist
  • Producing a “roundup” podcast episode packed with the best clips
  • Building a mini-email course with different micro-lessons from each session

Updating existing pieces of content to bring it to a new context

  • Creating a video montage of the event and use it to promote your next event
  • Using speaker quotes and slides to enrich existing blogs and articles

Speakers - After the event, we’ll thank all our partners and give them ready-to-go content (pre-edited videos, audiograms, blogs, and so on) for their social media.

Also, Send swag to attendees.

Measuring event success - Metrics to Track 💽



That’s all Folks!

What does Qapita do? - The Elevator Pitch 📢

"Imagine overseeing a growing company with a myriad of stakeholders, from employees to investors, and juggling their equity shares becomes increasingly complex. Qapita simplifies this. Qapita is a cutting-edge equity management platform that streamlines cap table management, equity issuance, and shareholder insights. Think of them as the digital guardian of your company's equity, ensuring accuracy, compliance, and transparency for all stakeholders. In a world where every share counts, Qapita ensures you never lose track.”

Some Numbers about Qapita

Value proposition

Qapita X Event led growth

Objective - Engage with increased focus on Series A + and listed companies

Company Stage

PMF

Early Scaling

Mature Scaling

Problem to be solved

Product awareness

Expand sales pipeline

Brand building


Lead generation

Accelerate sales cycle

User/revenue retention


Build early relationships

Go deeper in the same market

Category expansion


Kick-off the sales pipeline

Sell more features to the same customer

Community building

Type of Event

Discover

Engage

Grow

Is the product is ready for event led growth? 🏎️

Litmus Test

Metric

Value

Test 1

Product volume

1800 + private companies, 100 listed companies and 1,90,000 employees tracked


ARPU

Subscription fees depends on stage of companies

Test 2

Sales Cycle

3 to 4 weeks

Test 3

CAC to LTV ratio

Most of the leads are inbound or driven by WOM - leading to a very healthy LTV/CAC ratio.

What sort of event should it be? - “Engage”

Type of event

Company Stage

Goal for the event

Discover

Na

Na

Engage

Early Scaling/Growth

- Engage/Expand Sales pipeline

  • Get more leads
  • Educate prospects | | Grow | Na | Na |

Who should attend Qapita’s Event? 👥

IAP - Series A+

Funding Stage - Series A+

GMV - 50L to 100cr

Sector : Agnostic

Lifecycle: Early Stage/Scaling

Geography: India

ESOP pool : Yes

Number of Employees : >50 +

Let’s meet the Decision Makers

  1. Vaibhav Taneja - CFO Tesla

About Vaibhav

2) Elon Musk - Founder + CEO

About Elon

3) Chitra Thomas - CHRO

About Chitra thomas

Why should a Founder/ CFO / CHRO attend the event ?

Platform like Qapita, which specializes in equity management, its features and benefits are intertwined with the responsibilities and concerns of key stakeholders such as the CFO, Founder, and CHRO. By attending Qapita's event, these personas can gain insights that directly impact their roles and the organization's growth.

There are multiple aspects of equity management such as :

  1. ESOP management and expense accounting
  2. Captable and various instrument management
  3. Valuation simulation for subsequent fundraise
  4. Communication and operations of ESOPs to employees
  5. Manage corporate actions

Any founder or CFO or CHRO should be interested in attending the event to learn about the best practices of managing capital table and related compliances effectively

What stage of Awareness do our IAPs fall under?

Event Goal

Audience Type

IAP

Discover

Problem unaware

NA


Brand unaware

NA

Engage

Urgency unaware

Founder/CHRO


Evaluators

Founder, CFO


Trial users

Founder / CHRO/ CFO

Grow

Long time customers

NA


Brand evangelists

NA

Summarising the JTBDs and Frictions of our IAPs

Let’s get to the Showmanship now, what will the event actually look like? 💣

Format

Virtual Summit - New world of Equity

A virtual summit will help solidify Qapita’s industry reputation amongst the leaders and decision-makers, nurture prospects, and drive lead generation.

Duration and Structure

The Virtual Summit will be held across a period of 2 days with 2 speakers covering their respective topics each day.

  1. Day 1 → Speaker 1 - Break(accompanied with an activity) - Speaker 2
  2. Day 2 → Speaker 3 - Break(accompanied with an activity) - Speaker 4

The Topic

Conversation


Trends

1. Remote Work and ESOPs

  1. Dynamic Cap tables in rapidly scaling startup | | Problems | 1. ESOP policy non-compliance
  2. Scattered and outdated cap table
  3. Employee experience
  4. Manual reportings | | Career | Senior | | Skills | Finance, HR, Analytical, data-driven |

The Goal 🥅

The goal of the virtual summit will be to establish Qapita’s Topical Authority in Equity management. Qualitatively, the event will help drive leads and accelerate the sales pipeline.

  • Build a larger community
  • Create brand awareness
  • Nurture & educate prospects
  • Spread awareness while adding value
  • Offer engaging, interactive experiences
  • Content creation - The summit's sessions can be recorded and repurposed into various content formats like blogs, podcasts, video snippets, etc., providing value long after the event has concluded.

Platform

Airmeet 💈

Qapita would want events to bring people together and contribute towards their business goals. Airmeet gives us unique opportunities to connect with our customers, clients, and prospects to create brand awareness, brand impact, and brand recognition.

Airmeet is a great platform to create awareness, nurture leads and connect people. Qapita believes in the power of demand generation, which is providing value to prospects and potential customers before asking them to sign for a free trial or use the platform.

Airmeet can easily handle 100,000+ live, concurrent attendees. The Speed networking feature will allow attendees to make connections, and Qapita could leverage it to build their community. The Roundtable discussions feature – Airmeet’s social lounge is highly effective for roundtable discussions and increased engagement.

Additionally, Airmeet is filled with features to engage with the virtual audience, like chat, networking, the ability to hop on a camera and ask questions, etc.

The Speakers 🎙️

A Fireside Chat About Pa (1)

Inviting The Speakers 📩

Subject: Invitation to Join Our Esteemed Panel at Qapita's Virtual Summit

Dear Rajan,

I hope you're doing well.

Firstly, let me express our heartfelt gratitude for your unwavering belief and investment in Qapita. Your insights and support have been instrumental in our journey so far.

We're on the cusp of hosting Qapita's Virtual Equity Management Summit, and we're honored to announce a panel that includes industry luminaries. We'd be thrilled to have you join us as a distinguished panelist alongside:

  • Ravi Ravulaparthi - Founder at Qapita
  • Vamsi Dasetty - VP, Total Rewards and HR Analytics
  • Santwana Periwal - Chief Human Resource Officer at Clix Capital

Your vast expertise, combined with the insights of our co-panelists, would make for an incredibly enriching discussion that our audience is eagerly anticipating.

Event Highlights:

  • Collaborative Insight: The collective knowledge of the panel is sure to drive thought-provoking conversations around equity management and its evolving landscape.
  • Engaged Audience: We have a curated list of attendees including CFOs, Founders, and CHROs, who are eager to hear from leaders such as yourself.
  • Deep Dive Discussions: Your association with Qapita provides a unique perspective that can offer in-depth insights into the realm of equity management.

Event Details:

  • Date: [Specific Date]
  • Duration: [Specific Time]
  • Format: Virtual Panel Discussion, followed by an interactive Q&A session.

I believe that your participation, Rajan, alongside our notable panelists, will truly elevate this summit. Our team is here to ensure that your experience as a panelist is smooth and memorable.

Let's connect soon to discuss any specifics, or if you have any questions. Your presence will indeed make this event a landmark in our shared journey.

Warmly,

[Your Name] [Your Position] Qapita [Your Contact Information]


Inviting The Audience(IAPs) 💌

Subject: Unlock the Secrets of Equity Management with Industry Titans!

Hello [Recipient's Name/ Esteemed Guest],

Are you ready to elevate your understanding of equity management? Dive deep into the evolving landscape of startups, funding, and cap table dynamics?

We're thrilled to invite you to Qapita's Virtual Equity Management Summit—a confluence of thought leaders, visionaries, and industry experts who will decode the intricacies of equity management for today's dynamic business environment.

🔥 Why Attend?

  • Stellar Panel: Engage with a distinguished panel featuring Rajan Anandan, a stalwart in the startup ecosystem, Ravi Ravulaparthi (Founder, Qapita), Vamsi Dasetty (VP, Total Rewards and HR Analytics), and Santwana Periwal (CHRO, Clix Capital).
  • Insightful Sessions: Deep dive into discussions that go beyond the textbook, unraveling real-world scenarios, challenges, and innovative solutions.
  • Interactive Q&A: Get direct answers to your burning questions from industry frontrunners.
  • Networking: Connect with peers, influencers, and leaders, expanding your professional network.

📅 Event Details:

  • Date: [Specific Date]
  • Duration: [Specific Time]
  • Platform: [Virtual Meeting Link/ Platform Details]

Whether you're a budding entrepreneur, a seasoned CFO, or a dynamic CHRO, this summit offers a wealth of knowledge and insights tailored for you.

🎟 Limited Seats Available! Ensure you grab your spot for this transformative event. [Link to RSVP/Registration]

Join us for a day of knowledge, inspiration, and networking. Unlock the power of equity management and steer your business toward unparalleled growth.

See you at the summit!

Warm regards,

The Qapita Team


The Event Design 📺

Pre-event engagement

  1. Taking the virtual summit’s landing page live and going heavy on promotion.
    1. Strategic paid campaign to drive as much qualified traffic to your landing pages.
    2. Linkedin ads
  2. Asking speakers to post about the event – Make the posts more interesting than standard promotions with polls, teasers about different experiences, and insights into pro content.
  3. Elevating the confirmation and reminder emails – Highlighting the most coveted sessions and speakers and can’t-miss moments.

Day 1 💥

Speakers: Ravi Ravulaparthi, Rajan Anandan

Opening Act - Why private market needs liquidity, by Ravi

Break Activity Design - Capital table related Kahoot quiz with a prize.

Closing Act - The Evolution of Equity Management in the Digital Age, by Rajan Anandan

Incentive for IAPs to stay till the end

E-book(Best practices for Cap table and ESOP management curated with insights from top Industry expert) will be shared with participants.

Day 2 🙏🏻

Speakers: Vamsi Dasetty and Santwana Periwal

Opening Act - Optimizing Employee Stock Option Plans (ESOPs), by Vamsi

Break Activity Design - Fun activity in breakout room with some trigger

Closing Act - Global Trends in Equity Management by Santwana Periwal

Incentive for IAPs to stay till the end

3 lucky customer gets free annual subscription

Keeping the Engagement all the way UP during the Summit

Additional ways we can keep the engagement up throughout the event -

  • Q&A throughout the event
  • Live polling (81.8% of virtual event organizers use polling to improve audience interaction)
  • Ice breaker games
  • Breakout sessions
  • Encourage attendees to join small breakout groups

<aside> 🚀 Airmeet will be able offer multiple ways for attendees to connect with each other, from fluid spaces for impromptu conversations to fully featured event chats to speed networking and social lounges that encourage attendees to build meaningful connections.

</aside>

Post-event Engagement Strategy

The curtain has dropped on the summit. Audience members erupt into cheers, dropping hundreds of clapping emojis in the chat. The event is officially over… or is it? Not by a long shot. Here’s how Qapita can amplify the impact over the next days, weeks, and months.

Events are ripe with opportunities for engaging and relevant content that speaks to every stage of the funnel.

Today’s average buyer requires more interactions (27 interactions to be exact) with a company and their content before they make a purchase.

By creating events and content around the same message, Qapita can create more opportunities for buyers to engage.

Post Event Feedback

Post-event survey for attendees

  1. On a scale of 1 to 5, how would you rate the overall quality of the event?
  2. What did you like most about New world of Equity?
  3. What, if anything, did you dislike about this event?
  4. Would you want to attend this event again in the future?
  5. Did you learn what you came here to learn?
  6. How likely are you to contact someone you met at the event? (Networking.)

Post event survey questions for speakers

  1. Was the technology provided for your talk (e.g. AV equipment, microphone) adequate and reliable? (yes/no)
  2. Would you be interested in speaking at a future event organized by the same group? (yes/no)
  3. Was the schedule for your talk and the event overall well-organized and efficient? (yes/no)
  4. How well was your talk received by the audience? (scale of 1 to 5)

Post event survey email

Subject: Your Feedback Matters: Help Us Make Our Next Summit Even Better!

Dear [Recipient's Name],

First and foremost, we want to extend our heartfelt gratitude for attending the Qapita Virtual Equity Management Summit. We hope you found the sessions informative and enriching.

As we continually strive to enhance our events and offer unparalleled value, we believe in the importance of gathering insights from our valued attendees. Your feedback will play a pivotal role in shaping our future summits and ensuring they cater to your needs and expectations.

📝 Please take a few minutes to complete our brief survey: [Link to Survey]

In the survey, you'll find questions related to:

  • The content and relevance of the sessions.
  • The quality of our panelists and speakers.
  • Any technical issues faced during the virtual summit.
  • Suggestions for future topics and improvements.

As a token of appreciation for your time and feedback, all completed survey entries will be entered into a lucky draw for a chance to win a [special incentive, e.g., Amazon Gift Card, exclusive content, or any other offer].

Your insights are invaluable to us, and we genuinely hope to incorporate your suggestions into our upcoming events.

Thank you for being an essential part of our journey, and we look forward to hearing your thoughts.

Warm regards,

[Your Name] Event Coordinator, Qapita Virtual Summit [Your Contact Information]


Nurture leads and prospects 🪴

Followups - We can add value in our first follow-up emails with additional content, event quotes, post-event swag, etc.) and collect attendee feedback.

Lead scoring - The Event will generate a ton of leads — registrations, gated content, demo and contact requests, the list goes on. Sales cannot work every lead at the same time.

So, we’ll score the leads - X points for registering, Y points for attending, Z points for matching our ICP. Set a threshold for marketing-qualified leads (MQLs) and route all leads above the threshold to sales.

Engage no-shows

Only 39% of registered attendees check in at free events.

After the event, acknowledge the no-shows with a “missed you” email.

We’ll use the no-show emails to re-engage prospects and share the best bits of our event.

After sending them a no-show email, we’ll add them to a nurture campaign to keep them engaged.

Getting Mileage out of the Event ****🐦

Events create a ton of content — everything from official session transcripts to informal conversations in breakout rooms. Our goal is to create a post-event promotion strategy.

We’ll create a post-event page that directs users to additional resources, with highlights of the interactive chat and polls in addition to replay videos.

Turning big assets into lots of small ones

  • Transforming attendee comments into short-form social media posts
  • Designing an infographic from the best speaker quotes
  • Sharing the best speaker snippets as audiograms

Combining multiple assets into something new

  • Finding sessions with the most engagement and turn them into blog posts
  • Combining videos from speakers into a curated playlist
  • Producing a “roundup” podcast episode packed with the best clips
  • Building a mini-email course with different micro-lessons from each session

Updating existing pieces of content to bring it to a new context

  • Creating a video montage of the event and use it to promote your next event
  • Using speaker quotes and slides to enrich existing blogs and articles

Speakers - After the event, we’ll thank all our partners and give them ready-to-go content (pre-edited videos, audiograms, blogs, and so on) for their social media.

Also, Send swag to attendees.

Measuring event success - Metrics to Track 💽

https://infinyte.notion.site/c4f2a842eedf41d982be695803ba89ad?v=763e0738001c482a92258d0697cb17ae&pvs=4

image

That’s all Folks!


















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