Equity Edge Online

Equity Edge Online

Morgan Stanley
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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.

About

Equity Edge Online is an integrated, cloud-based equity platform designed to take stock plan administration to new heights. It helps companies build a culture of ownership by making equity work better for employees while giving plan administrators total control over stock plan accounting, recordkeeping, and administration. It provides modern, integrated tools that streamline day-to-day plan management, including API connectivity for easy integration with third-party applications such as HR and payroll systems. Equity Edge Online also performs platform upgrades automatically, reducing reliance on internal technology teams, and helps secure participant accounts with comprehensive security features. Its automated administrative support eases the burden on teams so they can get more out of their equity plan, while turnkey automation simplifies a range of plan-related tasks and streamlines daily management.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Startups, law firms, business angels and venture capital firms

Audience

Public and private company stock plan administrators who need a cloud-based platform to manage equity accounting, recordkeeping, administration, integrations, automation, compliance, and audit-ready reporting

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

24$
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

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:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Capboard
Founded: 2022
Spain
www.capboard.io

Company Information

Morgan Stanley
Founded: 1935
United States
www.morganstanley.com/atwork/equity-edge-online

Alternatives

Alternatives

Shareworks

Shareworks

Morgan Stanley

Categories

Categories

Equity Management Features

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
Valuation Management
Vesting Management
VSOP Management

Integrations

Equidam
Zapier

Integrations

Equidam
Zapier
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