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About

Capboard is an equity management solution helping companies keep their cap table up to date, have all documents in one place, simulate funding rounds and exits, and much more. With our suite of tools and services: - Companies have a one source of truth for their cap table, simulations and investor updates. Equity plans are managed on autopilot, saving HR and Finance time. - Investors have their portfolio updated automatically, and all compliance documents and reporting in one place. - Employees have full visibility on their equity grants and can simulate exit scenarios, increasing their retention.

About

You can stay up-to-date with portfolio companies by customizing templates for founders to fill in, checking status of reports and downloading data with a single click. All your investment history is outlined to track records and analyze performance, helping you to make smarter decisions on your future investments. You can rely on our dashboard crafted for you to check latest ownership changes, track capital usage and filter down metrics based on your needs. Post-investment management is easier with cap table data synced, business performance updated and voting agenda shared to better communicate and understand your portfolios. Manage stock options and plans from issuance, vesting, awards, and more. Requesting shareholder approval on corporate matters can be effectively handled by creating agendas, sending email reminders and receiving online voting results with e-signatures.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Startups, law firms, business angels and venture capital firms

Audience

Businesses searching for an equity management platform to track cap tables, stock options and investor updates

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

24$
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Capboard
Founded: 2022
Spain
www.capboard.io

Company Information

QuotaBook
Founded: 2019
South Korea
www.quotabook.com

Alternatives

Alternatives

Categories

Categories

Equity Management Features

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
Valuation Management
Vesting Management
VSOP Management

Integrations

Equidam
Zapier

Integrations

Equidam
Zapier
Claim Capboard and update features and information
Claim Capboard and update features and information
Claim QuotaBook and update features and information
Claim QuotaBook and update features and information