Introducing New Capboard Services: Simplifying Equity Management
Capboard is excited to announce our new range of services designed to streamline the management of your company’s cap table, equity plans, and investor relations. Whether you're a startup or a growing company, our services cater to your specific needs, ensuring efficiency and compliance. Here's an overview of what we now offer:
Onboarding Services
We offer two tiers of onboarding services tailored to fit the size and complexity of your company:
Basic Onboarding (Up to 100 Stakeholders, $300) and Premium Onboarding (From 100 Stakeholders, $500)
Both onboarding packages include the following features:
- Company Setup: We will set up your company in Capboard, including administrator permissions and individual collaborator permissions.
- Stakeholder Integration: We will add all your company stakeholders into Capboard.
- Transaction Incorporation: We will incorporate all company transactions from inception to the present date, including issues, secondaries, and convertible loans/SAFES.
- Equity Incentive Plans: We will integrate all equity incentive plans, pools, and their allocations to employees and stakeholders.
- Document Integration: We will upload corporate documents related to any specific transactions into Capboard.
- Quick Turnaround: The setup duration will be a maximum of 14 days from when we receive the necessary company and equity incentive plan details.
Premium Equity Support
Price: $50 / month
Capboard's Premium Equity Support is perfect for companies with complex cap tables and numerous employees holding equity:
- VIP Service: Personalized video calls with a customer success expert.
- Detailed Review: Thorough review of transactions and grants.
- Continuous Onboarding: Complimentary continuous onboarding with free uploads of new transactions, documentation, and employee incentive plans.
- Efficiency: Simplified management of intricate equity structures.
409A Valuation
Price: $1,800 / year
Availability: For US Customers
Capboard's 409A valuation service ensures precise and IRS-compliant valuations, ideal for startups and growing companies:
- Formal Valuation Opinion: Provided by our valuation partner, including a detailed report with analysis by financial experts and supporting exhibits.
- Compliance: Valuation covers the value of common stock for tax and financial reporting purposes as per Section 409A of the Internal Revenue Code.
- Strategic Decision-Making: Comprehensive services help in strategic decisions and attracting talent through competitive stock options.
How to Get Started
- Choose Your Package: Select the Basic or Premium onboarding package based on your company's needs.
- Purchase: Complete the purchase through our platform.
- Provide Details: Submit the required company and equity incentive plan details to our team.
- Setup: Our team will handle the rest, ensuring your Capboard setup is completed within 14 days.
With Capboard’s new services, managing your company’s equity has never been easier. Streamline your processes, ensure compliance, and focus on what matters most—growing your business.
For more information and to purchase any of our services, visit Capboard.io.
Thank you for choosing Capboard to manage your equity needs!