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Capboard
What it is
Capboard is web and self-hosted software for managing company equity and showing stakeholders their holdings. Its cap table tracks equity history and supports projections for funding rounds and company sales. Users can model fundraising and exit scenarios involving dilution, voting rights, and shareholder payouts. Employee equity plans cover options, phantom shares, warrants, SARs, vesting schedules, and automated grant letters. Capboard also supports investor updates, metric reporting, board management, and shareholder meetings. A virtual data room provides document storage, sharing, contract templates, and Capboard e-signature. Google and Microsoft sign-in, two-factor authentication, administrator controls, and GDPR-compliant EU hosting are listed. Role-based permissions can separate founders, investors or advisers, employees, and collaborators, while access and changes are monitored. The free plan is available; paid access starts at €270/yr, with a 14-day trial. Additional listed services include Premium support at $50 a month and Basic Onboarding at $300, paid once.
For and against
For
- Tracks equity history and share classes
- Models dilution and fundraising scenarios
- Supports options, warrants, and vesting
- Role-based stakeholder permissions
- Web and self-hosted deployment
Against
- Paid access starts at €270/yr
- Advanced onboarding may cost extra
The verdict
Capboard combines cap-table management, equity planning, investor relations, and document workflows. Its free plan, paid tiers, self-hosting, and add-on services provide different ways to configure access and support.
Who it suits
It suits founders, investors, employees, and lawyers handling company equity. Teams needing cap-table modeling, employee plans, stakeholder permissions, and investor administration may find its modules relevant.
Plans and prices
Premium support (add-on)
VIP support · personalized video calls · transaction and grant reviews · complimentary onboarding and uploads
Read 29 Sep 2026 · capboard.io
Basic Onboarding (add-on)
For companies with up to 100 stakeholders · company setup · stakeholder and transaction integration · equity plan configuration
Read 29 Sep 2026 · capboard.io
409A Valuation (add-on, U.S. customers)
Formal valuation opinion and detailed report for common stock tax and financial reporting under Section 409A
Read 29 Sep 2026 · capboard.io
Premium Onboarding (add-on)
For companies with 100+ stakeholders · includes Basic Onboarding features plus advanced customization, priority handling, and dedicated account manager
Read 29 Sep 2026 · capboard.io
Scale-up
Unlimited stakeholders · ideal for companies or investors with 75+ stakeholders · includes Stakeholder features plus 409A valuation, customized SSO, dedicated customer success manager, whitelabel support, priority onboarding, and self-hosted version
Read 29 Sep 2026 · capboard.io
Stakeholder
Includes all features · base stakeholder allowance and additional stakeholders priced per stakeholder
Read 29 Sep 2026 · capboard.io
On the record
- Cap table
- The cap table tools track equity history and support projections for funding rounds and sales.capboard.io · read 29 Sep 2026
- Data permissions
- The pricing FAQ describes role-based access for founders, investors or advisers, employees, and collaborators, plus monitoring of user access and changes.capboard.io · read 29 Sep 2026
- Employee equity
- Employee plans support options, phantom shares, warrants, SARs, vesting schedules, and automated grant letters.capboard.io · read 29 Sep 2026
- Fundraising scenarios
- Users can model funding events and exit scenarios, including dilution, voting rights, and shareholder payouts.capboard.io · read 29 Sep 2026
- Integrations
- The pricing page lists Google and Microsoft sign-in, and the employee plans page says Capboard integrates with popular HR tools for onboarding, offboarding, sick leave, and document integration.capboard.io · read 29 Sep 2026
- Investor relations
- Capboard supports investor updates, metric reporting, board management, and shareholder meetings.capboard.io · read 29 Sep 2026
- Purpose
- Capboard provides software for managing company equity and giving stakeholders visibility over their holdings.capboard.io · read 29 Sep 2026
- Security
- Capboard says it supports Google and Microsoft SSO, two-factor authentication, administrator access controls, and GDPR-compliant hosting on AWS servers in the EU.capboard.io · read 29 Sep 2026
- Support
- The Stakeholder plan includes customer success support, while the Scale-up plan lists a dedicated customer success manager and priority onboarding.capboard.io · read 29 Sep 2026
- Usage limits
- The pricing page says external collaborators such as lawyers are excluded when calculating stakeholder counts.capboard.io · read 29 Sep 2026
- Virtual data room
- The virtual data room includes secure document storage, sharing, contract templates, and Capboard e-signature.capboard.io · read 29 Sep 2026
- Who it serves
- Capboard describes its intended users as founders, investors, employees, and lawyers working with company equity.capboard.io · read 29 Sep 2026
