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Capboard

capboard.io

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Spec score 8.0 #9 of 26 in Cap Table Management Software

What it is

Capboard manages company equity and gives stakeholders visibility into their holdings. Its cap table tracks equity history and supports projections for funding rounds and company sales. Users can model funding and exit scenarios, including dilution, voting rights, and shareholder payouts. Employee equity tools cover options, phantom shares, warrants, SARs, vesting schedules, and automated grant letters. Capboard also supports investor updates, metric reporting, board management, and shareholder meetings. Its virtual data room provides secure document storage and sharing, contract templates, and Capboard e-signature. The service is available on the web and self-hosted. Listed safeguards include Google and Microsoft SSO, two-factor authentication, administrator controls, and GDPR-compliant hosting on AWS servers in the EU. Role-based access can be assigned to founders, investors or advisers, employees, and collaborators, with user access and changes monitored. Capboard is intended for founders, investors, employees, and lawyers working with company equity. A free plan and 14-day trial are listed, with paid plans from €270/yr. Stakeholder counts exclude external collaborators such as lawyers.

Spec sheet

Purpose
Capboard provides software for managing company equity and giving stakeholders visibility over their holdings.Read 29 Sep 2026 · capboard.io
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.Read 29 Sep 2026 · capboard.io
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.Read 29 Sep 2026 · capboard.io
Support
The Stakeholder plan includes customer success support, while the Scale-up plan lists a dedicated customer success manager and priority onboarding.Read 29 Sep 2026 · capboard.io
Cap table
The cap table tools track equity history and support projections for funding rounds and sales.Read 29 Sep 2026 · capboard.io
Data permissions
The pricing FAQ describes role-based access for founders, investors or advisers, employees, and collaborators, plus monitoring of user access and changes.Read 29 Sep 2026 · capboard.io
Employee equity
Employee plans support options, phantom shares, warrants, SARs, vesting schedules, and automated grant letters.Read 29 Sep 2026 · capboard.io
Fundraising scenarios
Users can model funding events and exit scenarios, including dilution, voting rights, and shareholder payouts.Read 29 Sep 2026 · capboard.io
Investor relations
Capboard supports investor updates, metric reporting, board management, and shareholder meetings.Read 29 Sep 2026 · capboard.io
Usage limits
The pricing page says external collaborators such as lawyers are excluded when calculating stakeholder counts.Read 29 Sep 2026 · capboard.io
Virtual data room
The virtual data room includes secure document storage, sharing, contract templates, and Capboard e-signature.Read 29 Sep 2026 · capboard.io
Who it serves
Capboard describes its intended users as founders, investors, employees, and lawyers working with company equity.Read 29 Sep 2026 · capboard.io

Plans and prices

Premium support (add-on) $50 a month USD $50/Month or EUR €50/Month VIP support · personalized video calls · transaction and grant reviews · complimentary onboarding and uploads Read 29 Sep 2026 · capboard.io
Basic Onboarding (add-on) $300, paid once USD $300 or EUR €300 (One-time fee) For companies with up to 100 stakeholders · company setup · stakeholder and transaction integration · equity plan configuration · document uploads · turnaround within 14 days Read 29 Sep 2026 · capboard.io
409A Valuation (add-on, U.S. customers) $1,800, paid once USD $1,800; taxes not included 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) Priced on request Custom Price 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 Priced on request Custom tailored pricing; unlimited flat fee annual price. 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 Price not published Billed annually; page displays “From ${minYearlyMonthly} /month, includes ${minStakeholders} stakeholders” and “+${yearlyMonthly}/mo per additional stakeholder.” Includes all features · base stakeholder allowance and additional stakeholders priced per stakeholder Read 29 Sep 2026 · capboard.io

Every Capboard plan and price →

Strong points and limits

Strong points

  • Tracks equity history and funding projections.
  • Models dilution, voting rights, and shareholder payouts.
  • Supports multiple employee equity instruments.
  • Includes investor reporting and board management.
  • Offers web and self-hosted platforms.

Limits

  • External collaborators are excluded from stakeholder counts.
  • 409A valuation add-on costs $1,800 USD once; taxes excluded.

Who it suits

Capboard suits founders, investors, employees, and lawyers who need to manage company equity or share holdings information. Its tools also cover employee equity plans and investor relations.

Verdict

Capboard brings cap table management, employee equity, investor relations, and document sharing together. Its free plan and 14-day trial offer a starting point, while some plan and add-on prices are custom or separately listed.

Where Specifiction places it

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