Capboard

Capboard

5.0 out of 5 stars
WebVision

WebVision

Imagineer Technology Group
Capboard WebVision

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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.
WebVision:

About

WebVision is a highly-secure, fully customizable cloud-based website content management system (CMS) and investor portal platform used by asset managers to address the demands of their clients for access to fund marketing materials, account and fund-level performance data, and other reporting requirements. WebVision is deployable as a fund or investor reporting module connected to an existing website, or as a stand-alone custom website built from the ground up by Imagineer’s in-house design services team. All investor and prospect communications can be automated through this powerful and secure online portal. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation. Utilize the integrated Fiveblocks reputation management platform to analyze user activities, monitor your digital reputation, and build your brand.
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
WebVision:

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
Capboard:

Audience

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

Audience

Companies searching for a solution to manage their assets and website content
Capboard:

Support

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

Support

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

API

Offers API Not Supported
WebVision:

API

Offers API Not Supported
Capboard:

Screenshots and Videos

WebVision:

Screenshots and Videos

Capboard:

Pricing

24$
Free Version Supported
Free Trial Supported
WebVision:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
Capboard:

Reviews/Ratings

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

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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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
WebVision:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Capboard:

Company Information

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

Company Information

Imagineer Technology Group
Founded: 1998
United States
www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting
Capboard:

Alternatives

WebVision:

Alternatives

Dynamo Software

Dynamo Software

4.3 out of 5 stars
Capboard:
Qapita

Qapita

1.0 out of 5 stars
WebVision:
KoreInside

KoreInside

Kore Inc
4.2 out of 5 stars
Capboard:
WebVision:
Capboard:
WebVision:
Capboard:
WebVision:
Capboard:

Categories

Equity Management Supported
WebVision:

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
WebVision:

Equity Management Features

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

Content Management Features

Audio Content Supported
Customizable Templates Supported
Document Indexing Not Supported
E-forms Not Supported
Full Text Search Not Supported
Image Editor Not Supported
SEO Management Supported
Text Editor Supported
Version Control Supported
Video Content Supported
Website Management Supported

Financial Services Features

Analytics Supported
Branch Optimization Not Supported
Channel Management Not Supported
Compliance Management Supported
Customer Engagement Supported
Performance Management Not Supported
Risk Management Not Supported

Virtual Data Room Features

Anonymity Management Not Supported
Audit Trail Supported
Collaboration Supported
Data Protection Supported
Data Storage Management Supported
Document Tagging Supported
Due Diligence Management Supported
Procurement Management Not Supported
Project Management Not Supported
Role-Based Permissions Supported
Secure Preview Supported
Capboard:

Integrations

Equidam Supported
Zapier Supported
WebVision:

Integrations

Equidam Not Supported
Zapier Not Supported
Capboard:
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WebVision:
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