Capboard Review

Capboard is an equity and investor management tool that can be adapted to all countries and business currencies. It can be used to digitize cap tables, projections, stock plans, and more. The tool can be used to share and archive monthly updates, fundraising documents, and due diligence materials.
Additionally, Capboard provides an overview of the portfolio with details on financial performance for investors. It also offers features for investor relations, document management, and ESOP visibility.

CAPBOARD – TUTORIAL

CAPBOARD – FEATURES

• Effortless equity management: simplifies the management of stock plans by offering an intuitive platform to track cap tables, grants, and vesting schedules. It automates administrative tasks, generates reports, and ensures accurate tracking of equity ownership.
• Fundraising and investor management: provides tools for managing fundraising rounds and investor relations. Companies can create investor updates, securely share documents, and track investor commitments, streamlining communication and engagement.
• Equity dilution calculations: the solution includes an equity dilution calculator that allows users to modify and simulate the impact of future fundraising rounds on equity ownership. Users can make informed decisions about fundraising and gain insights into potential equity dilution.
• Document archive and compliance: offers a secure document archive where companies can store and organize important legal and financial documents. It facilitates secure document sharing with stakeholders and helps companies maintain regulatory compliance.
• ESOP visibility and management: provides tailored features for managing employee stock option plans (ESOP). It gives employees transparency to view and manage their stock options, ensuring compliance with ESOP regulations.
• Investor relations: enhances communication with investors by providing visibility into their ownership. Investors can access the platform to stay informed about their investments. Capboard facilitates effective reporting for investors, regular updates, and centralized management of investor relations.
• Data Room: includes a virtual data room to upload and share documents securely. Users can track document access and maintain privacy and control over file sharing.
• Email updates: allows users to send investor updates via email. Users can customize content with formatting options and track engagement through open rates, clicks, and time spent reading.