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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
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