How to add a new Stakeholder
Step by step guide on how to create a stakeholder on Capboard
Read moreHow to keep your company valuation private
Step by step guide on how to keep your company valuation private on Capboard.
Read moreWhat are Fully Diluted Shares? Examples and Free Calculators
Fully diluted shares a critical part of a company capitalization table. Learn the basics and how to calculate it without mistakes.
Read moreStartup Equity Dilution Calculator
Equity dilution and ownership target calculator for free. Calculate how many shares need to be issued to reach your ownership target.
Read moreConvertible Notes: How to Add Them to Your Cap Table
Find out how to create and convert your Convertible Notes on Capboard in a few clicks.
Read moreCollaborators on Capboard
Guide about Collaborators: who are they, how to add new ones, and how to have different roles and admins.
Read moreCompany Share Certificates: Importance and Templates
Learn everything you need to know about company share certificates and why they are required. Generate share certificates for free.
Read moreVirtual Data Room for Startup Fundraising and M&A
Data rooms are common to structure fundraising or M&A deals and give access to potential investors or acquirers.
Read moreThe Best Investor Update Templates
Find the best templates to send investor reports and shareholder updates. Keep your existing or potential investors engaged.
Read moreNumbered Shares: definition, requirements and automation
Learn what Numbered shares are, why they are required and some countries, and how to automate them with Capboard
Read moreStartup Vesting Schedule: how Stock Vesting works
Learn everything you need to know about vesting schedules, different types of vesting and key clauses you cannot miss
Read moreHow to set up your Company on Capboard
Step by step guide on how to setup your Company on Capboard
Read moreWhat is an ESOP, and how do Employee Stock Options work?
Your guide to understanding the ideas behind an ESOP and how you can set it up effortlessly in 3 steps
Read moreHow Convertible Note Works & Example
A simple guide to understanding what a convertible note is, how convertible debt works, and an example of a convertible note
Read moreThe most valued Employee Benefits for Startups
Companies compete for the best talent, and employee benefits can make a difference when building a successful venture. Find some ideas for the best employee perks.
Read moreStartup Bootstrapping: How self-funding your business can save you equity
What is startup bootstrapping and how founders can use it to keep equity, improve efficiency and build resilient companies
Read moreWhy does Capboard ask you to share information about your company?
Here is a short explanation on why we ask you about your company
Read moreThe Step-By-Step Guide to Adding the Incorporation on Capboard
Find out how to add your company's incorporation data on Capboard.
Read moreShort Guide to Startup Incorporation
Incorporation is the legal process of creating a new corporation. Learn what it means to be incorporated.
Read moreHow to Set a Company Valuation on Capboard
Here is how to set a new company valuation on Capboard
Read moreHow to Issue Shares on Capboard
Here is the step-by-step process on how to issue shares on Capboard
Read moreWhat is a SAFE? Startup Financing 101
Here is everything you need to know about SAFEs as a startup founder
Read morePre-Money SAFE vs Post-Money SAFE: explanation and examples
Here is everything you need to know about the difference between pre-money SAFEs and post-money SAFEs.
Read moreHow to Add Financing Rounds on Capboard
A step-by-step guide to adding financing rounds on Capboard
Read moreHow to Add SPVs/trustees to your Cap Table on Capboard
Here is a step-by-step guide to adding SPVs/trustees on Capboard.
Read moreHow to Value a Startup: A Guide to Startup Valuations
Discover the main methods to value startups, the multiples by industry and when valuations are needed. A guide to pre-revenue business valuations.
Read moreCap Table: Template and Examples
In this article we describe the basic concepts of a cap table, what it is used for and what data is required.
Read moreShareholders’ Agreement: Guide + Template
Learn about the most crucial agreement you will need in your startup and its main clauses. Free template to download.
Read moreA Guide to Early-Stage Startup Funding: Your Options
Find all the funding sources available to startups, and which ones work best based on your stage.
Read moreSpecial Purpose Vehicle (SPV) Financing for Startups
Find out what an SPV is, how it works, and its benefits. Learn about the impact of setting up an SPV on your cap table and how you can manage one effectively.
Read moreCap Table Management for Startups: Why It’s More Important than You Think
Learn the importance of cap table management for startups and 5 tips for effectively managing your cap table
Read more409A Valuation: The Impact on Employee Equity
Learn about the importance of a 409A valuation when offering US-based employees stock options.
Read moreThe Ultimate Guide to Phantom Shares - Phantom Stock for Startups
Find out what phantom shares are, how they work, and how to create a phantom shares plan
Read moreSeries A Funding: Your Guide in 2024
Find out how to successfully raise a Series A round for your startup in 2024
Read moreAdvisory Shares in Startups: What a Founder Needs to Know
Learn everything you need to know about advisory shares, and advisor compensation with equity in startups.
Read moreStock Appreciation Rights (SARs) for private companies | Why it’s not for everyone
Learn about Stock Appreciation Rights (SARs) for private companies, how they differ to stock options, and how the plan works.
Read moreHow to Communicate Equity Compensation to Your Employees? Guide for startup founders
Learn why equity compensation plans fail and how you can communicate them effectively so they inspire and allow you to attract and retain top talent.
Read moreStartup Board Meetings: A Guide for Board Secretaries
Learn about the role of the board secretary in board meetings and the strategies you can follow to stay legally compliant and efficient when managing the board.
Read moreHow to Organize a Startup Shareholder Meeting? | Notice template
Learn how to organize shareholder meetings and the strategies you can follow to stay legally compliant and efficient.
Read moreHow to convert Post-money SAFEs
A step by step guide on how to convert Post-money SAFEs on Capboard.
Read moreWhat is a Stock Warrant?
Learn about stock warrants, how they differ compared to options and their impact on a startup.
Read moreDocSend Alternatives for Startups in 2024
Find out how Capboard compares to DocSend and other alternatives as a virtual data room software.
Read moreThe Comprehensive Guide on Reverse Vesting for Startup Founders
Discover how reverse vesting works for startup founders and what conditions founders need to meet to keep their shares.
Read moreTerm Sheet Guide for Startup Founders
Learn everything you need to know about term sheets when fundraising for your startup.
Read moreHow to Give Visibility to SPV Investors?
Learn how to set up an SPV to give visibility to individual investors who invest through it.
Read moreHow to Add Representatives at the Stakeholder Level on Capboard?
Find out how you can add representatives for entity stakeholders on Capboard.
Read moreHow to Reset Your Password on Capboard?
Learn the step-by-step process on how to reset your password on Capboard.
Read moreManaging your Capboard subscription
Step by step guide to create, manage and cancel your Capboard subscription
Read moreHow to create and share documents in the Virtual Data Room?
Find out how you can share documents, files and cap table data using your Virtual Data Room on Capboard.
Read moreStakeholder change requests
Guide on what stakeholders change requests are and how to manage them.
Read moreHow to request e-signatures for contracts on Capboard?
A step by step process on how to request e-signatures to have signed contracts using Capboard.
Read moreHow to create a simulation on Capboard?
Discover the step by step process of creating a simulation and performing scenario modelling.
Read moreHow to send Investor Updates on Capboard?
A step by step guide on how to create and send investor updates on Capboard to keep all the interested parties in the loop.
Read moreHow to add share classes on Capboard?
A step by step guide on how to add, edit and delete share classes on Capboard.
Read moreHow to visualize my ownership on Capboard?
Here is how to visualize and see your equity ownership on Capboard.
Read moreCapboard.io vs. Carta.com
Why Capboard is the Ideal Equity Management Solution for Various Stakeholders
Read moreThe Superior Alternative to Spreadsheets for Equity Management: Discovering Capboard.io
capboard-vs-spreadsheets
Read moreCapboard.io vs. LTSE-Astrella: Why Capboard Reigns Supreme for Global Startups and Scale-ups
Discover why Capboard.io is the top choice for cap table management over LTSE-Astrella, especially for dynamic startups and scale-ups worldwide.
Read moreCapboard.io: The Premier Cap Table Management Platform for LATAM Startups
Discover why Capboard.io is the ultimate cap table management platform for LATAM startups, offering bilingual support, multi-currency functionality, and user-friendly interface tailored to the region's unique business needs
Read moreWhy Capboard is the Go-To Cap Table Management Solution Over Ledgy
Discover why startups prefer Capboard over Ledgy for cap table management. Learn about Capboard's unique features, including legally validated calculations, transparent pricing, bilingual support, global reach, and expert team.
Read more🆕 Capboard Video Demo ▶️ - Discover Capboard's Innovative Solution
Dive into the world of efficient equity management with Capboard. Our latest video demo showcases how our solution simplifies complex equity structures, enhances transparency, and empowers stakeholders.
Read moreThe Essential Role of Real-Time Visibility in ESOP for Talent Retention and Motivation
Discover how real-time visibility in ESOPs can dramatically enhance talent retention and motivation by making equity compensation understandable and valued.
Read moreScaling with Precision: The Blueprint for Building a Lean Unicorn
This article exemplifies a new era of tech unicorns, aiming for a billion-dollar valuation with a lean team, prioritizing product innovation and organic growth over traditional fundraising and rapid hiring.
Read more📈 Elevating Engagement: The Power of Investor and Board Reporting
Discover how proper reporting to board members, investors, and key employees can transform startup communication and engagement, made simple with Capboard.
Read moreSimplifying Cap Table Management: The Capboard Advantage
Discover the simplicity of Capboard's cap table management—just copy-paste your data and you're set, no complexity, just accessibility and affordability for every company.
Read moreCapboard's New Portfolio View for Investors
New Portfolio View for investors offers a real-time portfolio tracking
Read moreLaunch of Capboard’s Enhanced Cap Table by Stakeholder View!
Capboard announces the launch of its new Cap Table by Stakeholder View, enhancing usability with features like editable columns, historical data tracking, and comprehensive ESOP integration, all designed to simplify equity management for startups.
Read moreMaximizing ESOP Value Through Real-Time Visibility with Capboard 👀
Very important for ESOP management: providing real-time visibility to employees
Read more🔒 Capboard.io: Security You Can Trust 🔐
Top-notch security for your corporate governance with SSO, 2FA, and end-to-end encryption, all on the trusted AWS infrastructure
Read more🆕 Introducing Capboard's Enhanced ESOPs Grants View
Capboard unveils its enhanced ESOPs Grants View, offering a user-friendly interface with detailed grant management features to streamline and simplify equity management for all stakeholders.
Read moreCapboard Release Notes - May 2024 Update
May 2024 update enhances the platform's reliability and functionality with significant backend and frontend improvements, including new data integrity rules, updated equity grant management modal, and refined user interface elements.
Read more🧩 Why Early-Stage Startups Should Set Up an ESOP from the Beginning
Setting up an ESOP early is crucial for startups to attract and retain top talent, align employee interests, and drive company success with effective equity management tools like Capboard.
Read moreWhy It's Important to Have ESOPs and Virtual Stock on ✈️ Autopilot
Streamline Your Equity Compensation with Automated ESOP and Virtual Stock (Phantom Shares)
Read moreTime to switch to Capboard
Switch your equity management software effortlessly with Capboard.io – the most competitive pricing, dedicated onboarding, and seamless migration from leading platforms.
Read moreThe TOP 6 Cap Table Management Tools of 2024: A Comprehensive Guide
Explore the top cap table management tools of 2024 to streamline your equity management, enhance shareholder communication, and ensure compliance with Capboard.io.
Read moreJune 2024 Release: New Cap Table by Share Class View and Authorized Shares
Capboard has introduced new features, including a detailed Cap Table by Share Class view with Convertibles/SAFEs and the ability to manage Authorized Shares, enhancing equity management and user experience.
Read moreAuthorized Shares 101: Understanding Their Importance and Use in Private Companies
This article explains the basics of authorized shares, their importance in private companies, their use cases, and the benefits of using a platform like Capboard to manage them effectively.
Read moreWhat is a Claw Back in the Startup World?
Understanding claw back provisions and their importance in protecting startups from fraud, misconduct, and financial inaccuracies.
Read moreDifference Between Claw Back and Buy-Back
Claw backs and buy-backs both involve reclaiming assets or benefits, but they serve different purposes.
Read moreConvertible Types for All Startup Stages Globally: Pros, Cons, and How Capboard.io Manages Convertibles
Discover the different types of convertible instruments for startups, their pros and cons, and how Capboard.io simplifies their management to ensure accuracy and compliance.
Read moreEffective Board Management: Insights and Tools for CEOs
Discover effective strategies for managing your Board of Directors and streamline investor relations with Capboard.io.
Read moreHow to Invite Stakeholders in Capboard
Learn how to effectively invite stakeholders to Capboard with easy steps for inviting, setting up profiles, and accessing key information.
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Read moreSeniority in Liquidation Preference
Seniority in liquidation preference determines the order of payments to investors during a liquidation event, crucial for managing multiple funding rounds with varying preferences.
Read moreMastering ESOP Management: How Capboard Simplifies Equity Plans for Startups
Learn how Capboard simplifies ESOP management for startups, including phantom shares, RSAs, RSUs, SARs, and warrants, ensuring your equity plans are effectively managed and communicated to employees.
Read moreGetting Started with Capboard: A Quick Guide
This guide walks you through setting up stakeholders, transactions, cap tables, employee equity, investor relations, and a Due Diligence ready Virtual Data Room on Capboard, ensuring a seamless onboarding experience.
Read moreCapboard September Product Updates: Simplifying Equity Management with New Features
Capboard's September updates introduce features like the Post-Termination Exercise Period (PTEP), valuation and duplicate alerts, easy "Libro de Socios" downloads, and screen and signature bug fixes to simplify equity management.
Read moreGet Audit-Ready 409A Valuations with Capboard
With Capboard, we make the 409A valuation process seamless, ensuring you have everything you need—from an accurate cap table to a reliable valuation—under one platform.
Read moreWhy Capboard is Essential for Startup and Scaleup Founders
Why Capboard is Essential for Startup and Scale-up Founders Managing a startup or scale-up comes with numerous challenges, and managing your equity effectively is one of the most important yet complex aspects.
Read moreLLCs Simplified with Capboard
When managing an LLC, you need a cap table provider that understands the unique complexities of your business structure and equity needs.
Read moreCapboard vs. Pulley.com: Comprehensive Equity Management Comparison for the U.S. Market
A detailed comparison of Capboard and Pulley.com, focusing on their features, strengths, and suitability for startups and companies navigating equity management in the U.S. market.
Read moreCapboard's new 2025 pricing, effective from December 1, 2024*
*Capboard is updating pricing for SEED and STAKEHOLDER plans, effective December 1, 2024, for new and existing customers.
Read moreCapboard’s October 2024 Product Updates
This October, Capboard is introducing key updates to streamline your equity management and stakeholder processes.
Read moreExercising Stock Options: A Guide by Capboard
Learn when and how to exercise stock options to maximize value, minimize taxes, and make informed equity decisions with Capboard’s expert guidance.
Read moreStreamline Equity Management for Companies with 100+ Stakeholders
Discover how Capboard simplifies equity management for companies with 100+ stakeholders across different industries.
Read moreMastering Stock Splits with Capboard: Simplifying the Complex
Stock splits, including reverse splits, are critical financial maneuvers that companies use to optimize their share structure. However, managing these transactions can be a daunting task, especially for companies with large or complex cap tables.
Read more