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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
Assisting accountants, wealth planners, and business brokers in effectively providing exit and succession planning services is crucial for their clients. This area of advisory services is rapidly expanding, especially considering that half of all business owners are over the age of 50, resulting in a significant number of entrepreneurs who require guidance for a successful business exit. In fact, approximately 400 business owners are reported to exit their businesses every hour in regions such as the US, UK, and Australia, with many of these individuals failing to achieve a successful transition. To address this pressing need, MAUS has developed the ValueMax Exit Planning Software, which empowers advisors to leverage the opportunities inherent in exit planning. Whether your objective is to assist business owners in enhancing their company’s value or to facilitate their exit from the business, MAUS ValueMax provides a straightforward and organized framework to follow, ensuring that no detail is overlooked in the planning process. This tool not only aids in maximizing the value of businesses but also fosters a smoother transition for owners, enhancing the likelihood of successful outcomes.
API Access
Has API
API Access
Has API
Integrations
Equidam
Zapier
Pricing Details
24$
Free Trial
Free Version
Pricing Details
$199 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Capboard
Founded
2022
Country
Spain
Website
www.capboard.io
Vendor Details
Company Name
MAUS Business Systems
Founded
1990
Country
Australia
Website
maus.com/epi-partnership/
Product Features
Equity Management
Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management
Product Features
Succession Planning
"What If" Scenarios
360 Degree Feedback
Career Development
Competency Scale
Employee Profile
Goal Management
Organizational Charting
Performance Management
Recruiting Management
Succession Management