Capboard

Capboard

5.0 out of 5 stars
Capboard Carta

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Capboard:

About

Capboard is an equity management solution helping companies keep their cap table up to date, have all documents in one place, simulate funding rounds and exits, and much more. With our suite of tools and services: - Companies have a one source of truth for their cap table, simulations and investor updates. Equity plans are managed on autopilot, saving HR and Finance time. - Investors have their portfolio updated automatically, and all compliance documents and reporting in one place. - Employees have full visibility on their equity grants and can simulate exit scenarios, increasing their retention.
Carta:

About

Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.
Capboard:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Carta:

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Capboard:

Audience

Startups, law firms, business angels and venture capital firms
Carta:

Audience

Companies that want a solution to manage their cap tables, valuations, equity plans, and portfolio investments
Capboard:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Carta:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Capboard:

API

Offers API Not Supported
Carta:

API

Offers API Not Supported
Capboard:

Screenshots and Videos

Carta:

Screenshots and Videos

Capboard:

Pricing

24$
Free Version Supported
Free Trial Supported
Carta:

Pricing

$2,800 per year
Cost based on stakeholder count, complexity, and plan
Free Version Not Supported
Free Trial Not Supported
Capboard:

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
Carta:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Capboard:

Pros & Cons from Real Users

Pros

  • Excellent Support: Users appreciate the fantastic support provided by Capboard, noting that the team often goes beyond expectations to simplify processes​​. Ease of Use: Capboard is considered easy to use and navigate, facilitating the management of company value, shares, and investments​​. Effective for Cap Table Management: It efficiently manages multiple cap tables and provides error-free calculations, simulations, and updates​​. Intuitive Data Entry: The platform is intuitive and user-friendly, especially for entrepreneurs with limited financial knowledge​​. Comprehensive Cap Table Simulations: Capboard allows users to solve complex cap table simulations quickly and comprehensively​​.

Cons

  • Feature Automation: I suggest the need for automation in features like HMRC and SEIS filings​​. Lack of Tutorials: There's a need for more tutorials to facilitate the understanding of some features​.
Capboard:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Carta:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
Capboard:

Company Information

Capboard
Founded: 2022
Spain
www.capboard.io
Carta:

Company Information

Carta
Founded: 2012
United States
carta.com
Capboard:

Alternatives

Carta:

Alternatives

Capboard:
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Capboard:
Carta:
VESTBERRY

VESTBERRY

Vestberry
Capboard:

Categories

Equity Management Supported
Carta:

Categories

Capboard:

Equity Management Features

Cap Table Management Supported
Deal Management Not Supported
Document Storage Supported
ESOP Management Not Supported
Financial Modeling Not Supported
Options Management Supported
Participant Portal Supported
Portfolio Management Supported
Private Equity Not Supported
Public Equity Not Supported
Valuation Management Not Supported
Vesting Management Supported
VSOP Management Not Supported
Carta:

Equity Management Features

Cap Table Management Supported
Deal Management Supported
Document Storage Supported
ESOP Management Not Supported
Financial Modeling Supported
Options Management Supported
Participant Portal Supported
Portfolio Management Supported
Private Equity Not Supported
Public Equity Not Supported
Valuation Management Supported
Vesting Management Supported
VSOP Management Not Supported

Board Management Features

Agenda Time Management Not Supported
Approval Process Management Supported
Board Assessment Not Supported
Calendar Management Not Supported
Collaboration Supported
D&O Questionnaires Not Supported
Document Management Supported
Electronic Signature Supported
For Nonprofits Not Supported
Member Directory Supported
Minutes Management Supported
Polls / Voting Not Supported
Role-Based Permissions Supported
Roles and Terms Not Supported
Single Sign On Not Supported
Skills Tracking Not Supported

Compensation Management Features

Bonus Management Not Supported
Compensation Assessment Not Supported
Compensation Calculation Not Supported
Compensation Plan Modeling Not Supported
Compensation Statements Not Supported
Employee Reward Programs Supported
Incentive Programs Supported
Organizational Charting Not Supported
Salary Planning Not Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Supported
Balance Sheet Not Supported
Cash Management Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Supported
General Ledger Supported
Income Statements Not Supported
Multi-Company Not Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Not Supported

Financial Risk Management Features

Compliance Management Supported
Credit Risk Management Not Supported
For Hedge Funds Not Supported
Liquidity Analysis Supported
Loan Portfolio Management Not Supported
Market Risk Management Not Supported
Operational Risk Management Supported
Portfolio Management Supported
Portfolio Modeling Supported
Risk Analytics Benchmarks Not Supported
Stress Tests Not Supported
Value At Risk Calculation Not Supported
Capboard:

Integrations

Equidam Supported
AccessOwl Not Supported
Aside Not Supported
BambooHR Not Supported
CandorIQ Not Supported
Clockwork Not Supported
Complete Not Supported
Comprehensive Not Supported
Computer for Counsel Not Supported
Firstbase Not Supported
FlowFi Not Supported
HiBob Not Supported
Pave Not Supported
Quanta Not Supported
QuickBooks Online Not Supported
Slice Not Supported
Tactyc by Carta Not Supported
TriNet Not Supported
Xero Not Supported
Carta:

Integrations

Equidam Supported
AccessOwl Supported
Aside Supported
BambooHR Supported
CandorIQ Supported
Clockwork Supported
Complete Supported
Comprehensive Supported
Computer for Counsel Supported
Firstbase Supported
FlowFi Supported
HiBob Supported
Pave Supported
Quanta Supported
QuickBooks Online Supported
Slice Supported
Tactyc by Carta Supported
TriNet Supported
Xero Supported
Capboard:
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Claim Capboard and update features and information
Carta:
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Claim Carta and update features and information