Launching an equity management platform like Capboard can feel daunting, especially when you're juggling cap table uploads, ESOPs, and investor reports. That’s why we’ve built the Capboard AI Onboarding Assistant to support you every step of the way. Whether you’re a founder setting up your first company or a CFO migrating from spreadsheets or another provider, our AI assistant is here to make your experience smooth, fast, and error-free.
You can call our AI Onboarding Assistant anytime, 24/7, and get real-time help with setup, equity structures, feature explanations, and much more.
🇺🇸🇬🇧 Call +1 631-814-1682
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Discover how Capboard’s 24/7 AI Onboarding Assistant—powered by VoiceB.ai—helps you set up your account and manage equity with ease, securely handling your questions without storing personal data and guiding you step-by-step through onboarding in real time. Call anytime in the US, UK, or Spain for instant support.
What Can the Capboard AI Assistant Help With?
Our AI Assistant is trained to guide you through all 25 onboarding steps, which cover:
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Creating your company profile
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Setting your company currency and country
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Selecting legal structure and share capital details
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Adding share classes
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Uploading incorporation documents
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Adding founders and their equity
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Registering past financing rounds
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Defining share class terms (voting, liquidation preference, etc.)
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Importing your existing cap table
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Adding stakeholders: investors, employees, advisors
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Assigning stakeholder roles and access rights
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Uploading SAFEs, convertible notes, or loan agreements
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Uploading signed shareholder agreements
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Creating ESOP pools
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Creating ESOP grant templates
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Assigning equity grants to employees
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Setting vesting schedules
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Simulating future rounds or exits
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Tracking option exercises
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Uploading valuation reports (409a, fair value, etc.)
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Creating and sharing investor reports
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Setting up document folders for due diligence (data room)
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Setting up board packs and templates
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Adding collaborators to your Capboard team
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Reviewing onboarding with a final AI quality check
Whether you’re stuck on setting vesting terms, need clarity on phantom shares, or want a quick walkthrough of how to send investor updates, the AI Assistant will walk you through the solution or escalate to our human team if needed.
Capboard is built to be fast, transparent, and tailored to startups and growing companies. And now, with our AI Onboarding Assistant, you don’t have to wait until business hours to get help.
Give us a call and let us help you get started—wherever you are, whenever you need.