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Solutions / Investors

Effective Investor Relations

Capboard streamlines equity plan creation and management to make your employees and advisors part of your success.

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Impactful Investor Updates

Capboard streamlines deal making, providing you with usage analytics and document tracking.

Send and store Investor updates

Easy investor updates with KPIs, examples and pre-defined formatting. Focus on the content, Capboard takes care of the rest.

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Track Engagement

Real-time insights on what investors are the most engaged with your company. Analytics on reading time, shares and clicks.

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Build from Templates

Use some of the best Investor Update Templates for your company. Duplicate, replace and send!

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And much more...

ESOP SAFEs Virtual data room Investor reporting Share certificates E-Signature 409a Dilution calculator Board meetings Vesting Advisory shares Employee equity communication

Daily Engagement

Keep your most engaged investors up to date about your market trends, your press appearances and product updates.

  •  Market news

    Competitor M&A and market news clipping for your investors. Non-intrusive, on-demand market updates.

  • Press appearances

    Make your investors aware of your media appearances to amplify its impact.

  • Product updates

    Keep your investors engaged with your product by sharing the latest features.

Build trust

Sharing regular updates increase investor engagement and trust.

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Get help from investors

Use investor updates to get help in hiring, fundraising or introductions.

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Fundraise faster

Companies that keep existing investors in the loop fundraise more efficiently.

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"Managing multiple companies and equity structures across our portfolio used to be a challenge. With Capboard, we’ve streamlined everything from cap tables to investor relations. The platform’s flexibility allows us to manage our various ventures with ease, and the Investor Reporting tool together with the Virtual Data Room has been a game-changer for organizing investor updates and sharing documents securely."

Indira GarcĂ­a CFO at Farside Ventures