Capboard

Simplify equity management, fundraising, and investor relations for startups.

by Capboard · Financial Planning & Analysis

Executive Summary

Capboard is a cutting-edge equity management software designed to help startups streamline and optimize their ownership and investor relations. It empowers founders, CFOs, and legal counsel to manage cap tables, ESOPs, and investor reporting with ease and precision. The platform's key value lies in automating complex equity processes, ensuring compliance, and providing transparency to all stakeholders, thereby freeing up time for strategic growth and attracting talent.

Use Cases

  • Managing and updating company cap tables in real-time.
  • Automating the creation and management of Employee Stock Option Plans (ESOPs).
  • Simulating future funding rounds and potential exits to understand dilution and valuation impacts.
  • Streamlining investor reporting and communication through customizable updates and secure document sharing.
  • Conducting IRS-compliant 409A valuations for equity compensation.
  • Providing transparency to employees regarding their equity compensation and vesting schedules.

Features

Visibility

  • Cap Table Management: Real-time tracking of ownership structures, company valuations, and ownership percentages, eliminating the need for manual spreadsheets.
  • ESOP Management: Automated management of employee stock option plans, including real-time vesting calculations, tax optimization, and tracking of various equity plans.
  • Investor Portfolio View: Provides investors with a consolidated, intuitive overview of all their investments, including key metrics and performance indicators, with editable currency options.
  • Employee Equity Visibility: Employees gain real-time access to their vested equity, the value of their options, and their vesting schedules in an easy-to-understand format.
  • Fundraising Simulations: Allows users to create simulations of potential funding events to project dilution and voting rights, aiding in informed decision-making and negotiation.

Intelligence

  • Automated Vesting Schedules: Automatically tracks vesting schedules, sends reminders for key dates, and handles exercise windows to ensure compliance and reduce errors.
  • Grant Letter Automation: Automates the generation of compliant grant letters in bulk and facilitates electronic signatures, speeding up contractual agreements.
  • 409A Valuations: Offers accurate and IRS-compliant 409A valuation services, integrating with cap table data and equity history for audit readiness.
  • Scenario Planning for Exits: Enables simulation of various exit scenarios to understand potential outcomes and make strategic decisions.
  • Tax Optimization: Assists in optimizing equity plans for tax efficiency, ensuring accuracy and compliance.

Support

  • AI Onboarding Assistant: A 24/7 AI-powered assistant is available to help users with questions and guide them through the platform.
  • VIP Support Services: Offers personalized video calls with customer success experts, thorough review of transactions, and complimentary onboarding for complex cap tables.
  • Bilingual Support: Provides support in multiple languages, catering to its global user base.
  • Comprehensive Help Center: Access to a range of resources, FAQs, and guides to assist users in managing their equity.

Technical Specifications

Architecture
Cloud-native SaaS
Deployment
Cloud/SaaS
Authentication
Role-Based Access Control (RBAC) with user permission management for founders, investors, employees, and collaborators.
API Available
Yes
MCP Server
No

AI/ML Stack

  • LLM

Integrations

  • Spanish legal systems

Security & Compliance

Certifications: GDPR

Encryption: TLS 1.2+ in transit (implied by HTTPS/SSL).

Data Residency:

Pricing

Model
Per stakeholder/month, tiered subscription with add-ons.
Starting Price
Starting at $30.00/month for up to 15 stakeholders (Stakeholder Plan). VIP support is an additional $50/month.
Target Customer
Startups and Scaleups (SMB to Mid-Market).
Contract Type
Monthly, with annual options and potential discounts for larger teams.
Free Trial
Yes, 14 days (credit card required)

About Capboard

Capboard is a B2B software company that provides an equity management platform designed to simplify complex equity structures for startups and growing companies. Their main products include cap table management, fundraising modeling and simulations, employee equity plans (ESOPs), investor relations tools, and a virtual data room. Capboard primarily targets founders, CFOs, legal teams, investors, and employees within startups and Limited Liability Companies (LLCs) to help them manage equity efficiently and maintain transparency.

Founded: 2022 · Private