Virtual Data Room
Secure virtual data room for due diligence, fundraising, and stakeholder updates.
Executive Summary
Capboard's Virtual Data Room (VDR) provides a secure and organized platform for companies to share sensitive documents with various stakeholders, particularly investors. It is an essential tool for critical financial processes such as due diligence during fundraising rounds, managing ongoing investor relations, and facilitating regular updates. The VDR is designed to streamline the exchange of confidential information, ensuring that all parties have access to the necessary documents in a controlled environment. Key features of the Capboard VDR include robust permission management, allowing companies to define granular access levels for different users and documents. It also offers comprehensive activity tracking, providing an audit trail of who accessed what, when, and what actions were taken. This ensures transparency and accountability, which is crucial for maintaining trust and compliance in financial transactions. While Capboard is primarily known for its broader equity management platform, the VDR component stands out as a dedicated solution for secure document sharing, enhancing efficiency and security for startups and scale-ups navigating complex financial interactions.
Use Cases
- Conducting due diligence for fundraising rounds
- Sharing sensitive company documents with investors and stakeholders
- Managing regular investor updates and communications
- Securely storing and organizing critical company documents
- Facilitating mergers and acquisitions
Features
Visibility
- Granular Permissions: Control access to documents and folders with detailed user permissions, ensuring only authorized stakeholders can view specific information.
- Activity Tracking: Monitor all actions within the data room, including document views, downloads, and access times, providing a comprehensive audit trail.
Technical Specifications
- API Available
- Yes
Integrations
- Google Analytics
Pricing
- Model
- Subscription-based, tiered plans
- Starting Price
- Contact sales
- Target Customer
- SMB,Mid-Market
- Free Trial
- Yes
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.