Getting Started with Capboard: A Quick Guide
Welcome to Capboard! We’re excited to help you manage your company’s equity and cap tables seamlessly. Here’s a step-by-step guide to get started:
1) Add Stakeholders
Start by adding your stakeholders (shareholders, employees, etc.). You can do this one by one, importing from a CSV, or using the multi-edit feature for faster input.
⚠️Important: Emails are optional, but if you choose not to add them, be sure to double-check for duplicates to avoid any unnecessary costs.
2) Add Transactions
Record all your transactions from the initial incorporation to the latest round. This includes:
- Capital Increases
- Convertibles & SAFEs
- Issuing new shares
- Valuation changes, and more
You can navigate to Ownership>Transactions in the Menu bar to add new transactions.
⚠️ Important Note: Adding transactions with different valuations on the same day can lead to inaccurate information, so make sure dates are consistent.
3) Visualize & Share Cap Tables
You can easily visualize and share your cap tables either by Shareholder or by Share Class. The Share Class view even includes convertibles for a comprehensive overview.
You can view and share your Cap Table by navigating to Ownership > Cap Table in the Menu bar.
4) Manage Employee Equity
Create a pool, set up a plan with its vesting conditions, and assign grants to employees and founders. Capboard supports various equity instruments, including:
- Stock Options
- Shares
- Phantom Stock or Phantom Shares
- Stock Appreciation Rights (SARs)
- Warrants
Recommended article: How to create an ESOP guide.
Invite employees to track the real-time value of their vesting!
Employee view:
5) Investor Relations
Use Capboard to create investor reports in a Notion-style interface.
Easily share these reports and track how they are read. Additionally, you can:
- Set up meetings (e.g., shareholders or board meetings)
- Invite stakeholders
- Track attendance, voting rights, minutes, and signatures
6) Build Your Due Diligence Ready Virtual Data Room
Capboard allows you to create a Virtual Data Room, all in one place, to simplify access for potential investors and track document readability.
If you’d like us to handle your onboarding, we’re happy to offer special tariffs to facilitate migration from other platforms or to assist with managing complex equity setups.
Thank you for choosing Capboard!
Best regards,
Alex Bisbe
CEO, Capboard