Capboard Overview

Capboard is a comprehensive equity management software designed to help organizations manage their equity ownership and streamline investor relations. This platform provides a robust suite of tools that enable users to track equity holdings, manage cap tables, and facilitate communications with investors efficiently. With Capboard, businesses can easily create and maintain detailed records of equity transactions, ensuring accurate reporting and compliance with regulatory requirements. The software features automated calculations for equity dilution, valuation, and reporting, simplifying complex processes for finance teams. Additionally, Capboard supports secure document sharing and communication with investors, enhancing transparency and engagement. The platform’s user-friendly interface promotes ease of use for finance professionals and stakeholders, ensuring efficient management of equity-related activities. By optimizing equity management processes, Capboard empowers organizations to enhance investor relations, improve financial oversight, and drive growth.

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Capboard Screenshot & Video

Contact Details

  • Vendor Name Capboard
  • Founded
  • Location Spain

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • On-Premise On-Premise
  • Web-Based Web-Based
  • Linux Linux

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English, Spanish


Industries

Computer Software, E-learning, Food & Beverages, Information Technology & Services

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Capboard Features

  • Arrow Icon Due Date Tracking
  • Arrow Icon Corporate Structure Management
  • Arrow Icon Audit Management
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Registered Agent Services Integration
  • Arrow Icon Electronic Signature
  • Arrow Icon Built-In Database
  • Arrow Icon Calendar Management
  • Arrow Icon Financial Records Tracking
  • Arrow Icon Entity Data Management
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Electronic Filing
  • Arrow Icon Compliance Management
  • Arrow Icon Document Management
  • Arrow Icon Approval Process Control
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Deadline Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Ownership Tracking
  • Arrow Icon Subsidiary Governance
  • Arrow Icon Vesting Management
  • Arrow Icon Cap Table Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Document Storage
  • Arrow Icon Financial Modeling
  • Arrow Icon Valuation Management
  • Arrow Icon Private Equity
  • Arrow Icon Deal Management
  • Arrow Icon Public Equity
  • Arrow Icon Client Portal
  • Arrow Icon CRM
  • Arrow Icon Compliance Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Investor Reporting
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Capboard Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • EUR (€) EUR (€)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Stakeholder Plan

$1 Per User

Capboard FAQs

Capboard is a comprehensive equity management software designed to help organizations manage their equity ownership and streamline investor relations. This platform provides a robust suite of tools that enable users to track equity holdings, manage cap tables, and facilitate communications with investors efficiently. With Capboard, businesses can easily create and maintain detailed records of equity transactions, ensuring accurate reporting and compliance with regulatory requirements. The software features automated calculations for equity dilution, valuation, and reporting, simplifying complex processes for finance teams. Additionally, Capboard supports secure document sharing and communication with investors, enhancing transparency and engagement. The platform’s user-friendly interface promotes ease of use for finance professionals and stakeholders, ensuring efficient management of equity-related activities. By optimizing equity management processes, Capboard empowers organizations to enhance investor relations, improve financial oversight, and drive growth.

  • No, Capboard does not offer a free version.

  • Yes, Capboard offers a free trial.

  • No, Credit Card details are not required for the Capboard trial.

  • Capboard offers the following pricing plans & packages:

    Stakeholder Plan

    $1 Per User

  • Capboard supports the following payment frequencies:

    • Monthly Subscription

  • No, Capboard does not offer an API.

  • Capboard offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Capboard offers training with the following options:
    • In-person , Live Online , Documentation , Videos

  • Capboard supports the following languages:
    • English , Spanish

  • Following are the typical users of the Capboard:
    • Self-Employed , Small-Business , Midsize-Business

  • Capboard supports the following deployment:
    • Cloud Hosted , On-Premise

  • Capboard supports the following devices and operating systems:
    • Web-Based , Linux

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