AI TOOL PROFILE
Capboard: Equity Management Software
- Finance and Accounting
- Financial Planning
- Startup founders
- Limited liability companies
- Early-stage investors
Pricing
Pricing includes a Stakeholder plan with a monthly rate and per-stakeholder fees, and a flat-fee Scale-up plan for companies with 75+ stakeholders. A 14-day free trial is available.
At a glance
- Best for
- Startup founders, Limited liability companies, Early-stage investors
- Key use cases
- Managing Equity Distribution, Preparing for Fundraising, Investor Relations, Employee Compensation
- Official website
- Visit capboard official website
How AI is used
Capboard is a financial tool for the startup ecosystem, focusing on equity and capital management. It provides a centralized place to track ownership, manage employee stock option plans (ESOPs), and organize investor communications.
The software is intended for founders, limited liability companies, and investors. It helps these users manage share issuance, vesting schedules, and documentation required for fundraising rounds.
Beyond tracking, the platform includes tools for simulating different funding scenarios to help users project dilution. It also supports administrative tasks for board meetings and provides a virtual data room for document sharing.
Buyers should confirm how the per-stakeholder pricing fits their projected growth and verify if the 409A valuation service meets their specific compliance requirements.
Key Features
Cap Table Management
Tracks company ownership history and provides visibility into current equity distribution.
Fundraising Simulations
Supports modeling of potential funding events to project dilution and voting rights.
Employee Equity Plans
Designed to create and manage stock options, using templates for grants and vesting schedules.
Virtual Data Room
A secure area for sharing documents with investors and grouping stakeholders by priority.
E-Signature Integration
Supports the generation and electronic signing of equity grants and convertible note agreements.
409A Valuations
Provides valuation services to help companies with tax compliance for stock options.
AI Onboarding Assistant
A 24/7 assistant available to help new users set up and navigate the platform.
Use Cases
Managing Equity Distribution
Tracking share certificates, SAFEs, and phantom shares across various stakeholders.
Preparing for Fundraising
Using simulations to understand how new funding rounds may affect ownership.
Investor Relations
Sending company updates and providing investors with visibility into their ownership stakes.
Employee Compensation
Issuing equity grants and managing vesting for employees and advisors.
FAQ
Who is Capboard designed for?
- It is designed for startup founders, limited liability companies, investors, and employees involved in equity management.
Does Capboard offer a free trial?
- Yes, a 14-day free trial is available for new users.
How does the pricing work for growing companies?
- Capboard offers a Stakeholder plan with monthly rates and per-stakeholder fees, and a flat-fee Scale-up plan for companies with 75 or more stakeholders.
What is a 409A valuation and does Capboard provide it?
- A 409A valuation helps companies determine the fair market value of their common stock for tax purposes; Capboard provides this as a service for a fee.
Source category: Finance & Accounting
Source subcategory: Financial Planning
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