Capboard.io

Stakeholder

From ${minYearlyMonthly} /month, includes ${minStakeholders} stakeholders +${yearlyMonthly}/mo per additional stakeholder. Billed annually.

• Cap table and transactions management
• Cap table management
• Share certificates
• Automatically generate share certificates and share them with your shareholders
• Funding round simulations
• Simulate dilution or funding scenarios, SAFE conversions, etc
• Add company valuations
• Add unlimited company valuations, which will be visibile to your shareholders
• Admin roles
• Invite people you trust to manage the account
• Unlimited share classes
• Create, manage and use in all features unlimited share classes
• Track changes
• Track the changes all Admins make in an account
• Option to hide company's valuation
• Option to hide the company valuation to your shareholders
• Equity for employees management
• ESOP Pools
• Create and manage Pools dedicated to Equity Plans
• ESOP Grants & Exercising
• It includes Stock Options, Phantom shares, Warrants, SARs
• Automated Grant letters
• Automatically generate ESOP grant letters from templates, or upload your own
• Phantom Shares
• Warrants
• Investor relationships
• Investor Updates
• Create and send unlimited investor updates
• Board management
• Add Board members and manage communications and meetings
• Shareholder meetings
• Schedule and manage shareholder meetings, automate document generation with E-signature
• Virtual data room
• Secure document storage
• Easy sharing
• Contract templates
• Get access to SAFE, ESOP and other contract templates
• E-Signature
• Sign documents with Capboard's own e-signature solution
• Additional features
• SSO
• Google & Microsoft
• Sign up and log in using Google and Microsoft accounts
• Customer success support
• Talk with our customer success team to solve any doubt or problems you may have

Scale-up

Custom tailored pricing. Unlimited Flat Fee Annual Price. Ideal for 75+ stakeholder companies or investors.

• All previous features, plus
• Unlimited stakeholders
• 409a valuation*
• *409a valuations done by one of our partners for $1,800
• Customized SSO
• Integration with your Single Sign-On provider
• Dedicated customer success manager
• We will assign you a dedicated customer success manager to help you with any doubt or problem you may have
• Whitelabel support
• Priority onboarding
• We will help you set up your account
• Self-hosted version
• We will help you install Capboard on your own servers
• And much more...

Premium support

USD $50/Month or EUR €50/Month. VIP support services, ideal for complex cap tables and companies with a large number of employees holding equity. This package includes personalized video calls with a customer success expert, thorough review of transactions and grants upon request, and complimentary onboarding and uploads of new transactions and employee incentives. With these comprehensive services, managing intricate equity structures is made seamless and efficient.

Basic Onboarding

USD $300 or EUR €300 (One-time fee). Designed for companies with up to 100 stakeholders. This package includes: - Complete company setup in Capboard. - Stakeholder and transaction integration. - Equity incentive plan configuration. - Document uploads. - Quick turnaround within 14 days.

Premium Onboarding

Custom Price. Tailored for companies with 100+ stakeholders. This package includes all features from Basic Onboarding plus: - Advanced customization for larger teams. - Priority handling, dedicated account manager

409A Valuation (For 🇺🇸 Customers)

USD $1,800. Capboard's 409A valuation service delivers accurate and IRS-compliant valuations, perfect for startups and growing companies. Our valuation partner will provide our customers with a formal valuation opinion, including a detailed report outlining the analysis conducted by financial experts and results with supporting exhibits. This opinion covers the value of common stock for tax and financial reporting purposes in accordance with Section 409A of the Internal Revenue Code. With our comprehensive services, you will obtain a fair and well-documented valuation, aiding in strategic decision-making and attracting talent through competitive stock options. *Taxes not included