Capboard vs Equify
Capboard
capboard.io
Equify
equify.euSide by side
| Figure | Capboard | Equify |
|---|---|---|
| Price from | $50/mo | €41.67/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Self-hosted | Yes | — |
| Plans published | 6 | 4 |
| Spec score · Cap Table Management Software | 8.0 (#9) | 7.3 (#17) |
| Cap table | The cap table tools track equity history and support projections for funding rounds and sales. | The cap table synchronizes with the securities transaction register and tracks transactions from incorporation to sale. |
| 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. | Equify lists HRIS synchronization with Workday, Lucca, PayFit, Salesforce, and Workato. |
| 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. | Equify says data, including backups, is encrypted in transit and at rest with AES-256 and hosted in France with replication across data centers. |
| Support | The Stakeholder plan includes customer success support, while the Scale-up plan lists a dedicated customer success manager and priority onboarding. | The maker says each client receives a dedicated contact for deployment and ongoing support, with guaranteed response time for sensitive matters. |
Plans
Capboard
- Premium support (add-on)$50 a month
- Basic Onboarding (add-on)$300, paid once
- 409A Valuation (add-on, U.S. customers)$1,800, paid once
- Premium Onboarding (add-on)Priced on request
- Scale-upPriced on request
- StakeholderPrice not published
Equify
- Starter€500 a year
- BusinessPriced on request
- EnterprisePriced on request
- EssentialPriced on request
In their own words
Capboard
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.