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Capboard
What Capboard is
Capboard is a web and self-hosted platform for managing company equity and keeping stakeholders informed about their holdings. Its cap table tracks equity history, supports share class tracking and cap table imports, and helps companies project funding rounds and sales. Users can model fundraising and exit scenarios, including how dilution, voting rights, and shareholder payouts may be affected.
Employee equity tools cover options, phantom shares, warrants, and SARs, with vesting schedules and automated grant letters. Investor relations features include investor updates, metric reporting, board management, and shareholder meetings. A virtual data room provides secure document storage and sharing, contract templates, and Capboard e-signature. The employee plans page describes integrations with popular HR tools for onboarding, offboarding, sick leave, and document integration.
Capboard serves founders, investors, employees, and lawyers working with company equity. It lists Google and Microsoft sign-in, SSO, two-factor authentication, administrator access controls, and GDPR-compliant hosting on AWS servers in the EU. Role-based access can be assigned to founders, investors or advisers, employees, and collaborators, with user access and changes monitored. The pricing model is freemium, with a free plan, paid plans from €270/yr, and a 14-day trial. Stakeholder counts exclude external collaborators such as lawyers.
Who it suits
Capboard suits founders and investors who need to manage equity history, model financing or exit outcomes, and share holdings information. Its employee plans and stakeholder access controls also serve employees, advisers, collaborators, and lawyers involved in company equity.
What it does well
- Tracks equity history and supports funding and sales projections.
- Models dilution, voting rights, and shareholder payouts.
- Supports options, phantom shares, warrants, SARs, and vesting schedules.
- Includes investor updates, board management, and shareholder meetings.
- Offers a document room with sharing, contract templates, and e-signature.
- Lists access controls, two-factor authentication, and EU AWS hosting.
What to know first
- Scale-up pricing is custom and not listed.
- Stakeholder plan pricing is shown with unresolved variable placeholders.
- Premium Onboarding pricing is custom and not listed.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| 409A Valuation (add-on, U.S. customers) | USD $1,800; taxes not included · Formal valuation opinion and detailed report for common stock tax and financial reporting under Section 409A | $1,800, paid once |
| Basic Onboarding (add-on) | USD $300 or EUR €300 (One-time fee) · For companies with up to 100 stakeholders · company setup · stakeholder and transaction integration · equity plan configuration · document uploads · turnaround within 14 days | $300, paid once |
| Premium support (add-on) | USD $50/Month or EUR €50/Month · VIP support · personalized video calls · transaction and grant reviews · complimentary onboarding and uploads | $50 a month |
| Scale-up | Custom tailored pricing; unlimited flat fee annual price. · Unlimited stakeholders · ideal for companies or investors with 75+ stakeholders · includes Stakeholder features plus 409A valuation, customized SSO, dedicated customer success manager, whitelabel support, priority onboarding, and self-hosted version | On request |
| Stakeholder | Billed annually; page displays “From ${minYearlyMonthly} /month, includes ${minStakeholders} stakeholders” and “+${yearlyMonthly}/mo per additional stakeholder.” · Includes all features · base stakeholder allowance and additional stakeholders priced per stakeholder | On request |
| Premium Onboarding (add-on) | Custom Price · For companies with 100+ stakeholders · includes Basic Onboarding features plus advanced customization, priority handling, and dedicated account manager | On request |
As capboard.io lists them, read 29 Sept 2026. The maker's own page has the final word.
Getting started
- Visit the Capboard website.
- Choose the web or self-hosted platform route.
- Start with the free plan or use the 14-day trial.
- Use Google or Microsoft sign-in, which Capboard lists.
- Consider Basic Onboarding or Premium Onboarding if setup support is needed.
Verdict
Choose Capboard if your company needs equity tracking alongside employee plans, investor relations, and a virtual data room. Its free plan and 14-day trial provide a way to start, while the Stakeholder and Scale-up plans use tailored stakeholder pricing or custom pricing. Buyers who need a published price for those plans may prefer to review the listed add-on fees first.
Questions
Does Capboard have a free plan?
Yes. Capboard lists a free plan and a freemium pricing model.
How much does Capboard cost?
Paid plans start from €270/yr. The Stakeholder plan displays variable placeholders for its starting monthly price and additional stakeholder charge; Scale-up and Premium Onboarding use custom pricing.
Is there a free trial?
Yes. Capboard lists a 14-day trial.
Which platforms does Capboard support?
The listed platforms are web and self-hosted.
Does Capboard integrate with other services?
Google and Microsoft sign-in are listed. Capboard also says its employee plans integrate with popular HR tools for onboarding, offboarding, sick leave, and document integration.
Who is Capboard designed for?
Capboard describes its intended users as founders, investors, employees, and lawyers working with company equity.
Facts from Capboard's own pages
- Cap table
- The cap table tools track equity history and support projections for funding rounds and sales. · capboard.io, 29 Sept 2026
- Data permissions
- The pricing FAQ describes role-based access for founders, investors or advisers, employees, and collaborators, plus monitoring of user access and changes. · capboard.io, 29 Sept 2026
- Employee equity
- Employee plans support options, phantom shares, warrants, SARs, vesting schedules, and automated grant letters. · capboard.io, 29 Sept 2026
- Fundraising scenarios
- Users can model funding events and exit scenarios, including dilution, voting rights, and shareholder payouts. · capboard.io, 29 Sept 2026
- Integrations
- The pricing page lists Google and Microsoft sign-in, and the employee plans page says Capboard integrates with popular HR tools for onboarding, offboarding, sick leave, and document integration. · capboard.io, 29 Sept 2026
- Investor relations
- Capboard supports investor updates, metric reporting, board management, and shareholder meetings. · capboard.io, 29 Sept 2026
- Purpose
- Capboard provides software for managing company equity and giving stakeholders visibility over their holdings. · capboard.io, 29 Sept 2026
- Security
- Capboard says it supports Google and Microsoft SSO, two-factor authentication, administrator access controls, and GDPR-compliant hosting on AWS servers in the EU. · capboard.io, 29 Sept 2026
- Support
- The Stakeholder plan includes customer success support, while the Scale-up plan lists a dedicated customer success manager and priority onboarding. · capboard.io, 29 Sept 2026
- Usage limits
- The pricing page says external collaborators such as lawyers are excluded when calculating stakeholder counts. · capboard.io, 29 Sept 2026
- Virtual data room
- The virtual data room includes secure document storage, sharing, contract templates, and Capboard e-signature. · capboard.io, 29 Sept 2026
- Who it serves
- Capboard describes its intended users as founders, investors, employees, and lawyers working with company equity. · capboard.io, 29 Sept 2026
Where Capboard stands on Freedom251
- Cap Table Management Software#3 of 26