# Equity management made easy

Give visibility to equity owners of your company, attract and retain top talent.

## Trusted by:

Capboard in numbers

## Streamline your equity management—effortless, efficient, Capboard.

Total assets  
$1B+  
Countries  
100+  
Stakeholders  
35K+  
Companies  
9k+

### Features and Benefits

**Cap table management**  
  
**Stock options plans**  
  
**Investor relations**  
  
**Fundraising simulations**  
  
**Virtual Data Room**

### Keep your cap table always ready and updated and give access to investors and partners.

Capboard is the tool to keep your cap table up to date and to be able to see the history, make projections of rounds and sales taking into account the current cap table, etc.

[Learn More](/content/en/captable/index.html)

### Keep and inspire your top talent with automated employee equity plans.

Streamline your equity plan creation and management to make your employees and advisors part of your success.

Customize grants in seconds using templates and provide full visibility for employees and stakeholders, making transparency your superpower.

[Learn More](/content/en/esop/index.html)

### Stand out in the eyes of investors. Build trust, fundraise faster and foster supportive relations.

Improve communication with your investors with easy-to-create updates, get insights on investor engagement and keep everyone in the loop.

Streamline deal-making by fundraising smarter with Virtual Data Room, maximum security, the ability to group your stakeholders based on their priority and much more.

[Learn More](/content/en/investor-relations/index.html)

### Be fundraise-ready. Create simulations with all scenarios and make informed decisions.

Enter negotiations ready and informed. Perform simulations of your cap table with potential funding events and make projections of dilution and voting rights.

Make sure you don’t give up your company’s control unexpectedly. Be informed and prepared.

[Learn More](/content/en/faq/how-to-create-a-simulation/index.html)

### Save hundreds of hours by automating contract generation and e-signing.

Generate contracts in bulk in a few minutes, request e-signatures from all the parties involved and speed up your contractual agreements 10x.

Whether it’s an equity grant for your top employee or a convertible note agreement with a future investor, Capboard covers it all.

[Learn More](/content/en/dataroom/index.html)

And much more...

## For the entire entrepreneurial ecosystem. This is your software

### For founders

- **Cap Table Management:** Save time and avoid errors—ditch Excel and email.  
- **Equity Compensation:** Easily manage ESOPs and Phantom Shares.  
- **Investor Tools:** Streamline reporting and meetings.

[Learn More](/content/en/capboard-startup-founder-equity/index.html)

### For investors

- Overview of the entire portfolio.
- Provide your investors with visibility over their ownership.
- Keep them in the loop with effective investor reports.

[Learn More](/content/en/capboard-new-investment-portfolio-view/index.html)

### For employees

- Attract, educate and reward your top talent.
- Provide your employees with visibility over their equity compensation.
- Manage vesting, allow exercising, and send grants in a few clicks.

[Learn More](/content/en/capboard-esop-visibility-empowers-employees/index.html)

9K+ companies are happily using Capboard.

## What our clients say about us

#### "Capboard made the 409A valuation process seamless for our team. Their platform's integration with our cap table data and equity history saved us so much time and effort. The compliance was spot on, and we had everything ready for audit in no time. We trust Capboard to handle all our equity management needs!"

**Sarah Klein**  
CFO de LEARNWS TECH

#### "As a scaling startup with over 100 employees and growing, managing ESOPs was becoming complex. Capboard simplified the process by automating grant letters, vesting schedules, and keeping our employees informed about their equity value in real-time. It’s truly a tool that’s built to grow with us!"

**Emily Rodriguez**  
Co-founder at Valerie Labs

#### "Managing multiple companies and equity structures across our portfolio used to be a challenge. With Capboard, we’ve streamlined everything from cap tables to investor relations. The platform’s flexibility allows us to manage our various ventures with ease, and the Investor Reporting tool together with the Virtual Data Room has been a game-changer for organizing investor updates and sharing documents securely."

**Indira García**  
CFO at Farside Ventures

Highly Rated by Industry Leaders

### Trusted by hundreds of users worldwide, our platform consistently receives top ratings across leading review platforms.