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Shoobx

by Shoobx. · Since N/A
No reviews yet
SoldAvailable globallyCloud
Quick facts
VendorShoobx.
Year launchedN/A
StatusSold
Location245 Summer St, Boston, MASSACHUSETTS 02210-1133, US
Countries servedGlobal
Languages6
Integrations
Free tier
Free trial
Contact salesYES

About Shoobx

Shoobx is an equity management platform from Shoobx that generates, executes, and stores legal documents. It provides Cap Table Management, 409A Valuations, and Scenario Modeling so startups can manage their equity operations efficiently. Shoobx supports stakeholders by connecting all parties in a single hub and automates financings in one place. Developed specifically for startup operators, the platform helps ensure compliance with ASC-718 Compensation Reporting and offers a secure Data Room for sensitive information. Key capabilities: Cap Table Management 409A Valuations Scenario Modeling ASC-718 Compensation Reporting Data Room Best for: startup operators that need to manage equity operations and financing rounds effectively.

Shoobx by Shoobx is an all-in-one Enterprise Resource Planning (ERP) software specifically designed to streamline business operations for startups, growing enterprises, and investors. Its primary goal is to automate company management processes, particularly those related to equity, human resources, and corporate governance. Shoobx provides comprehensive tools for managing employee data, investor relations, compliance, fundraising, and document workflows. By integrating legal, HR, and finance functions into one centralized platform, it helps companies stay organized, audit-ready, and efficient. The user interface of Shoobx is modern, clean, and highly intuitive. It features a dashboard that gives users quick access to key company insights such as ownership structure, employee data, and financial summaries. Its layout is well-structured, offering smooth navigation between modules like HR, equity, and legal documents. The software’s smart automation and guided workflows make it easy for users with minimal technical knowledge to perform complex administrative tasks effortlessly. In terms of functionality, Shoobx stands out for its equity management and automated document generation. It allows users to issue shares, manage fundraising rounds, handle cap tables, and maintain compliance records automatically.

Pros & Cons

What users like
  • +It is an all-in-one platform that automates equity, document, and financing management in a collaborative hub.6
  • +The platform connects all stakeholders—founders, lawyers, and investors—for improved communication.7
  • +Automation of priced rounds and organization of the data room can save companies time and legal costs.8
  • +Real-time data for the cap table ensures accuracy, keeping the company investor- and due diligence-ready.9
  • +It scales with the business, supporting companies at any stage from incorporation onward.10
What users flag
  • The platform relies on third-party providers for 409A Valuations and may use external reviewers for G2 ratings.11
  • Fidelity explicitly states that they do not provide legal or tax advice, requiring external professionals.12
  • The text does not detail the exact pricing structure, requiring users to view pricing plans separately.
  • Automation, while helpful, may require initial data migration or setup for existing companies.
  • All data is centralized, which means platform reliance for all mission-critical equity and financial documents.13

Features

Key features

Cap Table Management
Provides real-time data to maintain an accurate, investor-ready capitalization table.
Automated Equity Financing
Allows for the full automation of priced rounds, saving time and potentially reducing legal fees.
Automated Data Room
Instantly organizes due diligence documents, provides customized permissioning, and ensures a single, up-to-date source of data.
409A Valuations
Offers faster, more accurate, and well-priced valuations from industry-vetted third-party providers.
Board and Stockholder Management
Streamlines communication and provides customized data access to increase investor and board confidence.

Additional features

Cap Table Management
Provides real-time data to keep your capitalization table accurate and investor-ready.
409A Valuations
Offers faster, more accurate, and well-priced valuations from industry-vetted providers.
Data Room (Automated)
Instantly organizes documents, provides customized permissioning, and keeps one single source of up-to-date data.
Scenario Modeling
Enables exploration of exit, dilutions, future rounds, and data exports.
ASC-718 Compensation Reporting
Allows generation of required financial reports for equity compensation.
Board and Stockholder Management
Provides streamlined communication and customized access for boards and stockholders.
Automated Equity Financing
Fully automates priced rounds and facilitates gathering investor signatures in a single portal.
Incorporation
Offers services to help with the company incorporation process.
HR Onboarding
Simplifies the process to hire and manage employees more easily.
Manage Equity & Ownership Operations
Facilitates core tasks like sending offer letters, granting equity, and managing the cap table.
Expert Support
Includes excellent guidance from the platform's team when needed.

Pricing

Free trial
Free version
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Countries & Languages

Global
Countries served
6
Interface languages
20
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortuguese.

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇭CHF🇨🇳CNY🇸🇪SEK🇳🇿NZD🇸🇬SGD🇭🇰HKD🇳🇴NOK🇰🇷KRW🇹🇷TRY🇮🇳INR🇷🇺RUB🇿🇦ZAR🇧🇷BRL🇲🇽MXN

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