{"best_for":["Startup founders","Limited liability companies","Early-stage investors"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/capboard","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/capboard.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-009.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: capboard (https://aitoolsforbusiness.ai/capboard)"},"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."],"freshness_status":"fresh","name":"capboard","pricing_note":"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.","pricing_url":"https://www.capboard.io/en/pricing","primary_category":"Finance & Accounting","profile_last_verified":"2026-06-09T17:35:18.450Z","secondary_categories":[],"short_description":"Capboard is an equity management platform designed for startups to handle cap tables, stock option plans, and investor relations.","slug":"capboard","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/capboard","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."],"website_url":"https://capboard.io/"}