Capboard vs Qapita Equity Management

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.

Qapita Equity Management is web-based cap table software for tracking company ownership from early financing through IPO. It supports common and preferred stock, SAFEs, and warrants. Share certificates and SAFEs can be issued through e-signature and approval workflows, with ownership records updating after signing. Its simulator covers fundraises, exits, option pool changes, convertibles, SAFE conversions, and liquidation preferences. Investor workflows and board consents use cap table ownership data. The platform logs share issuances, transfers, buybacks, and cancellations with timestamps and supporting documents; users can download ledgers and historical snapshots. Qapita says its onboarding team rebuilds and validates equity history against source documents before launch. It states that it meets SOC 1 and SOC 2, GDPR, and ISO 27001 standards. The free Spark plan covers up to 25 stakeholders and less than $1M in funding raised. Surge costs $1,600 a year, plus US$40 per stakeholder/year, for up to 40 stakeholders.