Capboard

Capboard is a software platform designed to assist startups and companies in managing their equity plans, fundraising, and investor relations. It offers user-friendly tools for cap table management, equity dilution calculations, investor updates, and shareholder communication. Capboard also provides features for investor relations, document management, and ESOP visibility.

Key Features

Effortless Equity Management: Capboard simplifies the management of equity plans by offering a user-friendly platform to track cap tables, grants, and vesting schedules. It automates administrative tasks, generates reports, and ensures accurate equity ownership tracking.

Fundraising and Investor Management: Capboard provides tools for managing fundraising rounds and investor relations. Companies can create investor updates, securely share documents, and track investor commitments, streamlining communication and engagement.

Equity Dilution Calculations: Capboard includes an equity dilution calculator that allows users to model and simulate the impact of future fundraising rounds on equity ownership. Users can make informed decisions about fundraising and gain insights into potential equity dilution.

Document Repository and Compliance: Capboard offers a secure document repository where companies can store and organize important legal and financial documents. It facilitates secure document sharing with stakeholders and helps companies maintain regulatory compliance.

ESOP Visibility and Management: Capboard offers features tailored for managing employee stock option plans (ESOPs). It provides transparency for employees to view and manage their stock options, ensuring compliance with ESOP regulations.

Investor Relations: Capboard enhances communication with investors by providing visibility into their ownership. Investors can access the platform to stay informed about their investments. Capboard facilitates effective investor reporting, regular updates, and centralized management of investor relations.

Data Room for Attachments: Capboard includes a virtual data room for securely uploading and sharing documents. Users can track document access and maintain privacy and control over file sharing.

Email Updates: Capboard enables users to send investor updates via email. Users can customize the content with formatting options and track engagement through open rates, clicks, and reading time.

Presentation/Deck Updates: Capboard allows users to send investor updates with attached or linked PowerPoint presentations. This feature enhances the visual appeal of updates and provides engagement tracking, including slide views.

Notion Updates: Capboard integrates with Notion, a collaborative workspace, to write investor updates on a Notion page. Users can share updates via email, track engagement, and restrict access to the Notion page for added security.