Capboard vs Capmatter

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.

Capmatter is browser-based equity management software for Indian startups and private limited companies. Its cap table records shareholders, share classes, voting rights, and liquidation preferences in an immutable ledger with an audit trail. For funding rounds, users can model pre- and post-money valuations, allocations, and dilution, then generate term sheet summaries. Scenario planning lets teams compare options and accept a chosen scenario into the live cap table. ESOP tools provide configurable vesting schedules and per-employee progress, with a default four-year schedule and one-year cliff. Its valuation calculator uses revenue and EBITDA multiples as well as comparable Indian deal analysis. The service derives a statutory calendar from company records for ROC and Companies Act 2013 obligations. Users can generate cap table, ESOP, and board-resolution PDFs, and import shareholder, share-class, ESOP-grant, and ledger data from Excel or CSV with row validation. A free plan is available; Pro costs ₹2,999 per month plus 18% GST. Capmatter says its outputs are informational and not professional advice.