Frequently Asked Questions


How to add a new Stakeholder

Step by step guide on how to create a stakeholder on Capboard

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How to create an ESOP?

Step by step guide on how to create an ESOP on Capboard

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How to keep your company valuation private

Step by step guide on how to keep your company valuation private on Capboard.

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What are Fully Diluted Shares? Examples and Free Calculators

Fully diluted shares a critical part of a company capitalization table. Learn the basics and how to calculate it without mistakes.

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Startup Equity Dilution Calculator

Equity dilution and ownership target calculator for free. Calculate how many shares need to be issued to reach your ownership target.

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Convertible Notes: How to Add Them to Your Cap Table

Find out how to create and convert your Convertible Notes on Capboard in a few clicks.

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Collaborators on Capboard

Guide about Collaborators: who are they, how to add new ones, and how to have different roles and admins.

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Company Share Certificates: Importance and Templates

Learn everything you need to know about company share certificates and why they are required. Generate share certificates for free.

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Virtual Data Room for Startup Fundraising and M&A

Data rooms are common to structure fundraising or M&A deals and give access to potential investors or acquirers.

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The Best Investor Update Templates

Find the best templates to send investor reports and shareholder updates. Keep your existing or potential investors engaged.

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Numbered Shares: definition, requirements and automation

Learn what Numbered shares are, why they are required and some countries, and how to automate them with Capboard

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Startup Vesting Schedule: how Stock Vesting works

Learn everything you need to know about vesting schedules, different types of vesting and key clauses you cannot miss

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How to set up your Company on Capboard

Step by step guide on how to setup your Company on Capboard

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What is an ESOP, and how do Employee Stock Options work?

Your guide to understanding the ideas behind an ESOP and how you can set it up effortlessly in 3 steps

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How Convertible Note Works & Example

A simple guide to understanding what a convertible note is, how convertible debt works, and an example of a convertible note

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The most valued Employee Benefits for Startups

Companies compete for the best talent, and employee benefits can make a difference when building a successful venture. Find some ideas for the best employee perks.

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Startup Bootstrapping: How self-funding your business can save you equity

What is startup bootstrapping and how founders can use it to keep equity, improve efficiency and build resilient companies

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Why does Capboard ask you to share information about your company?

Here is a short explanation on why we ask you about your company

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The Step-By-Step Guide to Adding the Incorporation on Capboard

Find out how to add your company's incorporation data on Capboard.

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Short Guide to Startup Incorporation

Incorporation is the legal process of creating a new corporation. Learn what it means to be incorporated.

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How to Set a Company Valuation on Capboard

Here is how to set a new company valuation on Capboard

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How to Issue Shares on Capboard

Here is the step-by-step process on how to issue shares on Capboard

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What is a SAFE? Startup Financing 101

Here is everything you need to know about SAFEs as a startup founder

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Pre-Money SAFE vs Post-Money SAFE: explanation and examples

Here is everything you need to know about the difference between pre-money SAFEs and post-money SAFEs.

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How to Add Financing Rounds on Capboard

A step-by-step guide to adding financing rounds on Capboard

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How to Add SPVs/trustees to your Cap Table on Capboard

Here is a step-by-step guide to adding SPVs/trustees on Capboard.

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How to Value a Startup: A Guide to Startup Valuations

Discover the main methods to value startups, the multiples by industry and when valuations are needed. A guide to pre-revenue business valuations.

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Cap Table: Template and Examples

In this article we describe the basic concepts of a cap table, what it is used for and what data is required.

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Shareholders’ Agreement: Guide + Template

Learn about the most crucial agreement you will need in your startup and its main clauses. Free template to download.

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A Guide to Early-Stage Startup Funding: Your Options

Find all the funding sources available to startups, and which ones work best based on your stage.

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Special Purpose Vehicle (SPV) Financing for Startups

Find out what an SPV is, how it works, and its benefits. Learn about the impact of setting up an SPV on your cap table and how you can manage one effectively.

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Cap Table Management for Startups: Why It’s More Important than You Think

Learn the importance of cap table management for startups and 5 tips for effectively managing your cap table

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409A Valuation: The Impact on Employee Equity

Learn about the importance of a 409A valuation when offering US-based employees stock options.

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The Ultimate Guide to Phantom Shares for Startups

Find out what phantom shares are, how they work, and how to create a phantom shares plan

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Series A Funding: Your Guide in 2023

Find out how to successfully raise a Series A round for your startup in 2023.

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Advisory Shares in Startups: What a Founder Needs to Know

Learn everything you need to know about advisory shares, and advisor compensation with equity in startups.

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Stock Appreciation Rights (SARs) for private companies | Why it’s not for everyone

Learn about Stock Appreciation Rights (SARs) for private companies, how they differ to stock options, and how the plan works.

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How to Communicate Equity Compensation to Your Employees? Guide for startup founders

Learn why equity compensation plans fail and how you can communicate them effectively so they inspire and allow you to attract and retain top talent.

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Startup Board Meetings: A Guide for Board Secretaries

Learn about the role of the board secretary in board meetings and the strategies you can follow to stay legally compliant and efficient when managing the board.

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How to Organize a Startup Shareholder Meeting? | Notice template

Learn how to organize shareholder meetings and the strategies you can follow to stay legally compliant and efficient.

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How to convert Post-money SAFEs

A step by step guide on how to convert Post-money SAFEs on Capboard.

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What is a Stock Warrant?

Learn about stock warrants, how they differ compared to options and their impact on a startup.

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DocSend Alternatives for Startups in 2023

Find out how Capboard compares to DocSend and other alternatives as a virtual data room software.

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The Comprehensive Guide on Reverse Vesting for Startup Founders

Discover how reverse vesting works for startup founders and what conditions founders need to meet to keep their shares.

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Term Sheet Guide for Startup Founders

Learn everything you need to know about term sheets when fundraising for your startup.

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How to Give Visibility to SPV Investors?

Learn how to set up an SPV to give visibility to individual investors who invest through it.

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How to Add Representatives at the Stakeholder Level on Capboard?

Find out how you can add representatives for entity stakeholders on Capboard.

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How to Reset Your Password on Capboard?

Learn the step-by-step process on how to reset your password on Capboard.

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Managing your Capboard subscription

Step by step guide to create, manage and cancel your Capboard subscription

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How to create and share documents in the Virtual Data Room?

Find out how you can share documents, files and cap table data using your Virtual Data Room on Capboard.

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Stakeholder change requests

Guide on what stakeholders change requests are and how to manage them.

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How to request e-signatures for contracts on Capboard?

A step by step process on how to request e-signatures to have signed contracts using Capboard.

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How to create a simulation on Capboard?

Discover the step by step process of creating a simulation and performing scenario modelling.

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How to send Investor Updates on Capboard?

A step by step guide on how to create and send investor updates on Capboard to keep all the interested parties in the loop.

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How to add share classes on Capboard?

A step by step guide on how to add, edit and delete share classes on Capboard.

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How to visualize my ownership on Capboard?

Here is how to visualize and see your equity ownership on Capboard.

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Capboard.io vs. Carta.com

Why Capboard is the Ideal Equity Management Solution for Various Stakeholders

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Capboard.io vs. LTSE-Astrella: Why Capboard Reigns Supreme for Global Startups and Scale-ups

Discover why Capboard.io is the top choice for cap table management over LTSE-Astrella, especially for dynamic startups and scale-ups worldwide.

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Capboard.io: The Premier Cap Table Management Platform for LATAM Startups

Discover why Capboard.io is the ultimate cap table management platform for LATAM startups, offering bilingual support, multi-currency functionality, and user-friendly interface tailored to the region's unique business needs

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Why Capboard is the Go-To Cap Table Management Solution Over Ledgy

Discover why startups prefer Capboard over Ledgy for cap table management. Learn about Capboard's unique features, including legally validated calculations, transparent pricing, bilingual support, global reach, and expert team.

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Terms and Conditions

Terms and Conditions

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🆕 Capboard Video Demo ▶️ - Discover Capboard's Innovative Solution

Dive into the world of efficient equity management with Capboard. Our latest video demo showcases how our solution simplifies complex equity structures, enhances transparency, and empowers stakeholders.

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