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Description

Capboard is an equity management tool that helps companies keep their cap tables up-to-date, have all documents in one location, simulate funding rounds, exits, etc. Our suite of tools and services includes: - Companies have one source of truth for their cap tables, simulations, and investor updates. The equity plans are managed automatically, which saves time for Finance and HR. - Investors can have their portfolio updated automatically and all compliance documentation in one place. Employees have full visibility over their equity grants and can simulate exit scenarios, which increases their retention.

Description

Shareworks offers a comprehensive and unified Equity Management solution tailored for both domestic and international businesses. This platform consolidates all your equity data and teams into a robust global framework designed to foster a culture of equity ownership. With the ability to generate customized reports through an intuitive drag-and-drop interface, teams across your organization can collaborate seamlessly. The platform ensures rapid decision-making support, allowing for the unification of all equity plans, scheduling of reports, and enabling participants to engage with their awards—all from a single interface. Shareworks provides next-generation flexibility and accuracy, empowering you to make more informed decisions. The direct integration with your HRIS streamlines updates related to employee information, payroll tax adjustments, and grant termination proration. Experience the future of equity plan management firsthand by requesting a demo to see all these features in action. In doing so, you'll understand how Shareworks can revolutionize your approach to equity management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Canton No 
Clockwork No 
Equidam Yes 
Obol No 
Pave No 
Quanta No 
Slice No 
Taiki No 
Utluna No 
Zapier Yes 

Integrations

Canton Yes 
Clockwork Yes 
Equidam No 
Obol Yes 
Pave Yes 
Quanta Yes 
Slice Yes 
Taiki Yes 
Utluna Yes 
Zapier No 

Pricing Details

24$
Free Trial Yes 
Free Version Yes 

Pricing Details

$3 per month per user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Capboard

Founded

2022

Country

Spain

Website

www.capboard.io

Vendor Details

Company Name

Morgan Stanley

Founded

1931

Country

United States

Website

www.shareworks.com

Product Features

Equity Management

Cap Table Management Yes 
Deal Management No 
Document Storage Yes 
ESOP Management No 
Financial Modeling No 
Options Management Yes 
Participant Portal Yes 
Portfolio Management Yes 
Private Equity No 
Public Equity No 
VSOP Management No 
Valuation Management No 
Vesting Management Yes 

Product Features

Equity Management

Cap Table Management Yes 
Deal Management No 
Document Storage No 
ESOP Management No 
Financial Modeling Yes 
Options Management Yes 
Participant Portal Yes 
Portfolio Management No 
Private Equity Yes 
Public Equity Yes 
VSOP Management No 
Valuation Management Yes 
Vesting Management Yes 

Alternatives

Alternatives

Equity Edge Online Reviews

Equity Edge Online

Morgan Stanley