Shareworks

Shareworks

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

Shareworks is a complete and integrated Equity Management solution for domestic and global companies. Bring all your equity data and teams together with a powerful global engine that will help you build a culture of equity ownership. Create custom reports with intuitive, drag-and-drop control. Efficiently share with teams across your organization. Provide decision support quickly. Unify all your plans, schedule reports, and allow your participants to act on their awards all within the same platform. Shareworks gives you the next-generation flexibility and precision to make smarter decisions. Direct syncing with your HRIS simplifies updates to employee information, payroll tax integration and grant termination proration. Take a look into the future of your equity plan management with a demo.

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

Organizations that want control of their employee equity plans

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

$3 per month per user
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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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​.

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: 1931
United States
www.shareworks.com

Alternatives

Alternatives

Equity Edge Online

Equity Edge Online

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

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

Canton
Clockwork
Equidam
Obol
Pave
Quanta
Slice
Taiki
Utluna
Zapier

Integrations

Canton
Clockwork
Equidam
Obol
Pave
Quanta
Slice
Taiki
Utluna
Zapier
Claim Capboard and update features and information
Claim Capboard and update features and information
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Claim Shareworks and update features and information