# Capboard Reviews
**Vendor:** Capboard  
**Category:** [Equity Management Software](https://www.g2.com/categories/equity-management)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 3
## About Capboard
Capboard: Simplify Equity Management for Startups Capboard is a cutting-edge equity management software designed to help startups streamline and optimize their ownership and investor relations. With an intuitive platform and a focus on user experience, Capboard empowers startups to manage their cap tables, ESOPs (employee equity plans), and investor reporting with ease and precision. Key Features: Cap Table Management Stay on top of ownership structures with real-time tracking of shareholder information, company valuations, and ownership percentages. Capboard makes managing equity events and future financings straightforward. ESOP (Equity Plans) Management Automate complex equity plans with real-time vesting calculations, tax optimization, and tracking. Whether it&#39;s stock options, RSUs, or other plans, Capboard ensures transparency and accuracy. Virtual Data Room Share sensitive documents securely with investors and stakeholders. Our virtual data room is ideal for due diligence, fundraising, or regular updates, with built-in permissions and activity tracking. Investor Reporting Simplify the process of keeping investors informed. Create, share, and track engaging reports with key metrics, financials, and updates—all in one place.




## Capboard Reviews
  ### 1. It is a good place to gather all the information and communications

**Rating:** 4.0/5.0 stars

**Reviewed by:** Indira G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 06, 2024

**What do you like best about Capboard?**

It is centralized, meaning all the data to manage your captable is in one place. In that sense you avoid using multiple tools to update and communicate data the the Shareholders/Stakeholders.

**What do you dislike about Capboard?**

It is  a little bit too technical when entering the capbtable information.

**What problems is Capboard solving and how is that benefiting you?**

The tool help me to centralize and control both the information of the captable and the communication with the Shareholders. In that sense I know where everything is placed and there is no need to be juggling between systems and managing credentials and levels of permission.

  ### 2. Great captable and ESOP tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alex B. | CEO & CO-FOUNDER, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 27, 2023

**What do you like best about Capboard?**

Capboard is a great tool to manage equity, from captable to ESOPs. Very easy to implement, very easy to use. Outsanding customer support, I use it almost every day, and my team as well. The nuember of features is correct. And we do have it integrate it with our corporate tools.

**What do you dislike about Capboard?**

Missing some features relaed to investment.

**What problems is Capboard solving and how is that benefiting you?**

Total control of ESOPs and transparency to the ESOP holders.

  ### 3. Capboard is an awesome solution to keep your CAP table tidy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 05, 2023

**What do you like best about Capboard?**

It's wasy to use, great UI, the ability to keep track of all the documents related to each round is simply awesome.
It really carved a ton of time from workin on our CAP.

**What do you dislike about Capboard?**

Maybe the UI can be a bit more dense. Some white spaces can be removed.

**What problems is Capboard solving and how is that benefiting you?**

So we used to manage our CAP table in excel. This becomes hard and tedious after a while. Moving to Capboard changed all that for the good.



- [View Capboard pricing details and edition comparison](https://www.g2.com/products/capboard/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-17+10%3A02%3A51+-0500&secure%5Bsession_id%5D=74b1d16d-7961-47fc-8aed-d1eee72f74c6&secure%5Btoken%5D=61ea2d1b9040625e1bd09896899130af0aa25d3e630efa64749212a71441cc07&format=llm_user)

## Capboard Features
**Platform Basics**
- Reporting

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Platform Data**
- Visualization
- Platform Search
- Dashboard

**Platform Content**
- File Sharing

**Platform Additional Functionality**
- Cap Table
- 409a
- Equity Governance

**Agentic AI - Equity Management**
- Autonomous Task Execution

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