About Capboard
Capboard is a cap table management software from Capboard Technologies that supports equity management for startups. It combines cap table management, fundraising modeling, and 409A valuations so users can manage their equity with accuracy. Additionally, it offers employee equity plans and investor relations tools to facilitate communication and transparency. Capboard provides automated solutions designed specifically for founders and teams in the entrepreneurial ecosystem. This platform allows users to easily maintain their ownership structures, simulate fundraising scenarios, and assess company valuations. Key capabilities: cap table management fundraising modeling 409A valuations employee equity plans investor relations Best for: startups and founders that need to manage their equity and investor relationships effectively.
Capboard is a comprehensive, cloud-based Equity Management Software designed to simplify equity and investor relations for startups and scale-ups, primarily in Europe. Its standout value is delivering an "all-in-one" solution that digitizes the cap table, automates complex ESOP management, and provides powerful fundraising simulation tools that replace error-prone spreadsheets. By centralizing data and offering dedicated, transparent portals for employees and investors, Capboard excels at building trust and streamlining communication. While it faces stiff competition and its pricing can be steep for smaller companies, its focus on automation, legal compliance (GDPR), and seamless management of complex equity events makes it an essential legal tech tool for any founder preparing to fundraise or scale their team globally.
Pros & Cons
- Designed to be flexible for all countries and currencies
- Reduces legal complexity and time for both founders and lawyers
- Provides dedicated portals for investors and employees
- Seamlessly combines Cap Table, ESOP, Investor Relations, and Document Management (VDR) into a single, centralized platform
- The critical 409A Valuation service for US clients is an additional $1,800 fee
- The customized integration features like HRIS and E-signature is gated behind the higher-priced Scale-up
- The cost can be high, particularly for small businesses
Features
Key features
Digitizes and centralizes the company's capitalization table, providing a single source of truth for all equity transactions, history, and ownership stakes, eliminating the need for error-prone spreadsheets.
Allows users to simulate the impact of future financing rounds (e.g., SAFE conversions, new rounds) or exit scenarios on equity dilution and voting rights, helping founders make informed negotiation decisions.
Automates the creation and management of employee stock option plans (ESOPs) and Phantom Shares, including tracking vesting schedules, cliffs, and different leaver clauses, with full transparency for employees.
Streamlines communication by allowing users to create, send, and track engaging investor updates via email, and provides a dedicated portfolio view for investors, fostering better relations.
Provides a secure repository for storing and sharing sensitive legal and financial documents (e.g., due diligence materials, fundraising documents) with stakeholders and potential investors, with customizable access controls.
Additional features
Enables users to generate legal documents (e.g., grant letters, convertible notes) in bulk using templates (SAFE, ESOP), and facilitates e-signatures to speed up contractual agreements.
Automatically tracks and calculates real-time vesting schedules for all employee and advisor equity grants, ensuring compliance and clarity.
Provides a centralized, secure portal where shareholders and employees can access their specific equity information, grant details, and company updates, promoting transparency.
Facilitates fair market valuations for US-based customers through a partner service, which is a key requirement for granting stock options.
Tracks and logs all changes made to equity data by administrators, providing an essential audit trail for accountability and compliance.
Allows for the management of different share classes (unlimited in paid plans) and the creation of digital share certificates.
Features to add board members, schedule meetings, and automate document generation with e-signature for shareholder meetings.
Supports Single Sign-On using Google and Microsoft accounts, with customized SSO available for higher tiers.
Pricing
Monthly plans
Countries & Languages
Interface languages
Billing currencies
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About Capboard
Capboard is a cap table management software from Capboard Technologies that supports equity management for startups. It combines cap table management, fundraising modeling, and 409A valuations so users can manage their equity with accuracy. Additionally, it offers employee equity plans and investor relations tools to facilitate communication and transparency. Capboard provides automated solutions designed specifically for founders and teams in the entrepreneurial ecosystem. This platform allows users to easily maintain their ownership structures, simulate fundraising scenarios, and assess company valuations. Key capabilities: cap table management fundraising modeling 409A valuations employee equity plans investor relations Best for: startups and founders that need to manage their equity and investor relationships effectively.
Capboard Details
Capboard's In-App Market Place
Does Capboard have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Accepted Payment Currencies
USD ($), EUR (€)
Pros & Cons
- Designed to be flexible for all countries and currencies
- Reduces legal complexity and time for both founders and lawyers
- Provides dedicated portals for investors and employees
- Seamlessly combines Cap Table, ESOP, Investor Relations, and Document Management (VDR) into a single, centralized platform
- The critical 409A Valuation service for US clients is an additional $1,800 fee
- The customized integration features like HRIS and E-signature is gated behind the higher-priced Scale-up
- The cost can be high, particularly for small businesses
Capboard's Support Options
Email Address
info@capboard.ioChatbot
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