Capboard vs EquityList

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.

EquityList is an equity management and compliance platform for private and public companies. It tracks ownership, grants, exercises, buybacks, and expense reporting; its cap tables preserve transaction history, model fundraising scenarios, and handle multiple entities. The grants tools cover options, RSUs, and SARs, with vesting and exercise management for employees, advisors, and consultants. HR integrations with BambooHR, Keka, Darwinbox, and GreytHR sync employee changes and payroll data. Finance tools provide stock expense figures compliant with ASC 718, IFRS 2, and Ind AS 102. EquityList describes encryption at rest and in transit, logged access controls, and practices certified against SOC 2 and ISO 27001. The web service has a free plan for up to 10 stakeholders; Build and Growth bill for additional stakeholders beyond their included limits. Paid plans start at $100 a year with annual billing. Listed-company pricing is a scope-based annual proposal, not a fixed price.