Capboard
Equity management software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$360.00 per year
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What is Capboard
Capboard is a cloud-based cap table and equity management product used to model ownership, manage shareholders, and track equity instruments such as options and convertible securities. It supports founders, finance teams, and advisors who need an auditable view of capitalization and dilution across funding rounds. The product focuses on cap table maintenance and scenario modeling rather than being a full accounting suite, and it is typically used alongside general ledger and payroll systems.
Cap table and dilution modeling
Capboard supports maintaining a cap table and running dilution scenarios across financing events. This helps teams evaluate the impact of new rounds, option pool changes, and conversions on ownership. The workflow aligns with common early-stage and growth-stage equity administration needs.
Centralized stakeholder records
The product provides a single place to store shareholder and security-holder information tied to the cap table. Centralizing these records reduces reliance on spreadsheets and email threads for ownership tracking. It can also simplify coordination with external counsel and advisors by keeping current figures in one system.
Equity instrument tracking
Capboard is designed to track multiple security types (for example, common/preferred shares and option grants) and reflect them in ownership calculations. This supports more accurate fully diluted views than basic spreadsheet approaches. It is useful for companies that need consistent reporting for internal planning and investor updates.
Limited accounting system scope
Despite overlap with finance workflows, Capboard is not positioned as a full accounting and finance platform with general ledger, AP/AR, or close management. Organizations typically still need separate accounting software and may need manual reconciliation between systems. This can add process overhead for finance teams.
Advanced compliance features unclear
Public-company and highly regulated equity administration often requires deep support for tax and statutory reporting, complex plan rules, and extensive audit controls. Capboard’s publicly available information does not clearly indicate parity with the most feature-complete enterprise equity management suites. Buyers with complex global requirements may need detailed validation during evaluation.
Integration ecosystem may be smaller
Equity platforms vary widely in the breadth of integrations with HRIS, payroll, and identity providers. Capboard’s integration catalog and API depth are not consistently documented in public sources. If integrations are limited, teams may rely on CSV imports/exports or custom work to connect upstream data.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Stakeholder | $2.00 per stakeholder/month (billed annually) or $4.00 per stakeholder/month (billed monthly). Minimum charge: $360.00/year (covers up to 15 stakeholders) or $60.00/month. | Full Capboard functionality per stakeholder: cap table & transactions management, share certificates, funding round simulations, valuations, admin roles, unlimited share classes. 14-day free trial (no credit card required). Additional stakeholders: $24/year per stakeholder (equivalent to $2/mo when billed annually). |
| Scale-up (Enterprise) | Custom pricing (flat annual fee) | Ideal for 75+ stakeholders. Unlimited stakeholders, SSO integration, dedicated customer success manager, whitelabel support, priority onboarding, self-hosted deployment option. Contact sales for a quote. |
Add-ons:
| Plan | Price | Key features & notes |
|---|---|---|
| Add-on | Price | Notes |
| Premium support | USD $50/month or EUR €50/month | VIP support, personalized video calls, review of transactions/grants, complimentary onboarding/uploads. |
| Basic Onboarding | USD $300 (one-time) | Setup for up to 100 stakeholders; includes stakeholder & transaction integration, equity incentive plan config, document uploads; ~14 day turnaround. |
| Premium Onboarding | Custom price | Tailored onboarding for 100+ stakeholders; includes priority handling and dedicated account manager. |
| 409A Valuation (for US customers) | USD $1,800 | Offered via Capboard's partner (formal valuation report). |
Seller details
Capboard
