Pricing
Our success is tied to your company's growth, which is why we offer a plan that includes all features for companies of any size, with scalable pricing and discounts for larger teams.
From
${minYearlyMonthly} /month, includes ${minStakeholders} stakeholders
+${yearlyMonthly}/mo per additional stakeholder. Billed annually.
What’s included:
Cap table and transactions management
Cap table management
Share certificates Automatically generate share certificates and share them with your shareholders.
Funding round simulations Simulate dilution or funding scenarios, SAFE conversions, etc.
Add company valuations Add unlimited company valuations, which will be visibile to your shareholders.
Admin roles Invite people you trust to manage the account.
Unlimited share classes Create, manage and use in all features unlimited share classes.
Track changes Track the changes all Admins make in an account.
Option to hide company's valuation Option to hide the company valuation to your shareholders.
Equity for employees management
ESOP Pools Create and manage Pools dedicated to Equity Plans.
ESOP Grants & Exercising It includes Stock Options, Phantom shares, Warrants, SARs.
Automated Grant letters Automatically generate ESOP grant letters from templates, or upload your own.
Phantom Shares
Warrants
Investor relationships
Investor Updates Create and send unlimited investor updates.
Report metrics
Board management Add Board members and manage communications and meetings.
Shareholder meetings Schedule and manage shareholder meetings, automate document generation with E-signature.
Virtual data room
Secure document storage
Easy sharing
Contract templates Get access to SAFE, ESOP and other contract templates.
E-Signature Sign documents with Capboard's own e-signature solution.
Additional features
SSO Google & Microsoft Sign up and log in using Google and Microsoft accounts.
Customer success support Talk with our customer success team to solve any doubt or problems you may have.
Custom tailored pricing
Unlimited Flat Fee Annual Price
Ideal for 75+ stakeholder companies or investors.
What’s included:
All previous features, plus:
Unlimited stakeholders
HRIS integration Integration with your HR tool to sync employees, documents, etc.
E-Signature integration Integration with your e-signature provider.
409a valuation* *409a valuations done by one of our partners for $1,800
Customized SSO Integration with your Single Sign-On provider.
Dedicated customer success manager We will assign you a dedicated customer success manager to help you with any doubt or problem you may have.
Whitelabel support
Priority onboarding We will help you set up your account.
Self-hosted version We will help you install Capboard on your own servers.
And much more...
Premium support
VIP support services, ideal for complex cap tables and companies with a large number of employees holding equity.
This package includes personalized video calls with a customer success expert, thorough review of transactions and grants upon request, and complimentary onboarding and uploads of new transactions and employee incentives.
With these comprehensive services, managing intricate equity structures is made seamless and efficient.
Basic Onboarding
Designed for companies with up to 100 stakeholders. This package includes:
- Complete company setup in Capboard.
- Stakeholder and transaction integration.
- Equity incentive plan configuration.
- Document uploads and management.
- Quick turnaround within 14 days.
Premium Onboarding
Tailored for companies with 100+ stakeholders.
This package includes all features from Basic Onboarding plus:
- Advanced customization for larger teams.
- Priority handling, dedicated account manager
409A Valuation (For 🇺🇸 Customers)
Capboard's 409A valuation service delivers accurate and IRS-compliant valuations, perfect for startups and growing companies.
Our valuation partner will provide our customers with a formal valuation opinion, including a detailed report outlining the analysis conducted by financial experts and results with supporting exhibits.
This opinion covers the value of common stock for tax and financial reporting purposes in accordance with Section 409A of the Internal Revenue Code.
With our comprehensive services, you will obtain a fair and well-documented valuation, aiding in strategic decision-making and attracting talent through competitive stock options.
*Taxes not included
These are some of the typical questions our clients have asked before subscribing with us. However, if you have any questions, feel free to Contact us.
How are payments made?
Once you have created your company account and have chosen the plan, you Will be asked to add credit card details to which the monthly or annual charges Will be made. Invoices Will be available on the platform at all times.
What are the cancellation conditions?
You can cancel your subscription or close the account at any time. Please note that there is a 30-day notice period, after which credit card charges will be put on hold.
How does the pricing work?
At Capboard, we consider a stakeholder to be any shareholder, employee, or entity that has shares or equity in the company.
External collaborators such as lawyers are NOT taken into account for the calculation.
Who has access to my data?
Capboard has a powerful user permission management system, which allows you to control who can access or edit your data:
Capboard has an access and change monitoring service, so we keep a history of what users have seen or accessed.
Are you going to support with the onboarding?
The tool is ready to be self-managed by founders, admins, or lawyers.
We offer VIP onboarding and support services at an additional cost
I Still have some questions, can I speak with an agent?
Of course! Schedule a demo and we will show how Capboard can help your company.
