How to Manage Your Startup's Cap Table Like a Pro: Tools, Templates, and Best Practices
Discover how to manage your startup’s cap table with clarity and confidence—plus the best tools, tips, and templates for founders in the US, UK, Canada, and EU.
Read moreUnlocking Strategic Value: How Modern CFOs Streamline Equity Management
Modern CFOs choose Capboard to automate equity management, reduce legal risk, and streamline cap tables, ESOPs, and investor reporting—freeing time for strategic growth.
Read moreCapboard vs Carta vs Pulley: Why Capboard is the Better Choice for Startups Introduction
Capboard is the most cost-effective and easy-to-use equity management platform for startups, offering essential features at a fraction of the price compared to Carta and Pulley.
Read moreCapboard Security: Enterprise-Grade Protection with SSO, 2FA, GDPR Compliance, and Full Control of Your Data
Capboard ensures enterprise-level security with Google and Microsoft SSO, 2FA, full admin control, and GDPR-compliant data hosting on AWS servers in the EU.
Read moreDiscover Capboard: New Product Video Demo by Amelie
In this video, Amelie walks you through the key features of Capboard, demonstrating how it simplifies equity management for your company.
Read morePreferred vs. Common Stock: Understanding the Differences and How Capboard Can Help
In this article, we’ll explore what sets them apart and how Capboard can help you manage both efficiently.
Read moreWhat Determines a Strike Price?
In this article, we’ll break down the factors that determine a strike price, its impact on equity plans, and what companies and employees need to consider.
Read moreEmployee Incentive Pools and Plans: A Comprehensive Guide for Startups.
In this article we explain the process of designing and managing incentive plans with CAPBOARD.
Read moreUnderstanding Liquidation Preference: Types, Best Practices, and Key Considerations
Learn how liquidation preferences work, the best practices in structuring them, and how tools like Capboard can help protect founders and investors during exit events.
Read moreUnderstanding Pro-Rata Rights: What Startups and Investors Need to Know
Discover the importance of pro-rata rights in startup funding, how they protect investors from dilution, and how Capboard simplifies their management for startups and stakeholders.
Read moreNavigating Equity During a Down Round: Key Considerations for Startups
Learn how to navigate the complexities of equity management during a down round, from mitigating dilution to maintaining employee morale, with Capboard's tools and expertise.
Read moreWhat Is a Liquidity Event?
A liquidity event is when company stakeholders convert their equity into cash, and Capboard simplifies the process with tools for accurate cap tables, simulations, and seamless equity management.
Read moreEquity vs. Options: Which to Offer Your Startup Employees
Deciding between equity and stock options for your startup employees boils down to your company's stage and goals.
Read moreCapboard Product Updates: December 2024 Highlights
As 2024 draws to a close, we’re excited to share our latest product updates and enhancements that make managing equity even easier and more accurate.
Read moreThe Investment in Startups in Spain in 2024: A Year Led by Catalonia and the Fintech Sector
Catalonia Leads Investments in Spain , and the Fintech Sector Takes the Lead.
Read moreComparing Capboard and Carta's 409A Plans: Which Equity Management Solution is Right for You?
When it comes to managing your cap table, ESOPs, and compliance requirements like 409A valuations, finding the right platform is crucial for both efficiency and cost-effectiveness.
Read moreSeries A Funding: Your Guide in 2025
Master the Art of Raising Series A Funding in 2025 with Capboard
Read moreThe TOP 6 Cap Table Management Tools of 2025: A Comprehensive Guide
Explore the leading cap table management tools of 2025 to streamline equity management, enhance shareholder communication, and ensure compliance with platforms like Capboard.io.
Read moreHow to Prepare for Due Diligence in 2025: A Comprehensive Guide with Capboard
This article outlines how to prepare for due diligence in 2025 and highlights how Capboard can simplify the process.
Read moreMastering Stock Splits with Capboard: Simplifying the Complex
Stock splits, including reverse splits, are critical financial maneuvers that companies use to optimize their share structure. However, managing these transactions can be a daunting task, especially for companies with large or complex cap tables.
Read moreStreamline Equity Management for Companies with 100+ Stakeholders
Discover how Capboard simplifies equity management for companies with 100+ stakeholders across different industries.
Read moreExercising Stock Options: A Guide by Capboard
Learn when and how to exercise stock options to maximize value, minimize taxes, and make informed equity decisions with Capboard’s expert guidance.
Read moreCapboard’s October 2024 Product Updates
This October, Capboard is introducing key updates to streamline your equity management and stakeholder processes.
Read moreCapboard's new 2025 pricing and new services, effective from December 1, 2024*
*Capboard is updating pricing for SEED and STAKEHOLDER plans, effective December 1, 2024, for new and existing customers, and adding new features and services.
Read moreCapboard vs. Pulley.com: Comprehensive Equity Management Comparison for the U.S. Market
A detailed comparison of Capboard and Pulley.com, focusing on their features, strengths, and suitability for startups and companies navigating equity management in the U.S. market.
Read moreLLCs Simplified with Capboard
When managing an LLC, you need a cap table provider that understands the unique complexities of your business structure and equity needs.
Read moreWhy Capboard is Essential for Startup and Scaleup Founders
Why Capboard is Essential for Startup and Scale-up Founders Managing a startup or scale-up comes with numerous challenges, and managing your equity effectively is one of the most important yet complex aspects.
Read moreGet Audit-Ready 409A Valuations with Capboard
With Capboard, we make the 409A valuation process seamless, ensuring you have everything you need—from an accurate cap table to a reliable valuation—under one platform.
Read moreCapboard September Product Updates: Simplifying Equity Management with New Features
Capboard's September updates introduce features like the Post-Termination Exercise Period (PTEP), valuation and duplicate alerts, easy "Libro de Socios" downloads, and screen and signature bug fixes to simplify equity management.
Read moreGetting Started with Capboard: A Quick Guide
This guide walks you through setting up stakeholders, transactions, cap tables, employee equity, investor relations, and a Due Diligence ready Virtual Data Room on Capboard, ensuring a seamless onboarding experience.
Read moreMastering ESOP Management: How Capboard Simplifies Equity Plans for Startups
Learn how Capboard simplifies ESOP management for startups, including phantom shares, RSAs, RSUs, SARs, and warrants, ensuring your equity plans are effectively managed and communicated to employees.
Read moreSeniority in Liquidation Preference
Seniority in liquidation preference determines the order of payments to investors during a liquidation event, crucial for managing multiple funding rounds with varying preferences.
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Read moreHow to Invite Stakeholders in Capboard
Learn how to effectively invite stakeholders to Capboard with easy steps for inviting, setting up profiles, and accessing key information.
Read moreEffective Board Management: Insights and Tools for CEOs
Discover effective strategies for managing your Board of Directors and streamline investor relations with Capboard.io.
Read moreConvertible Types for All Startup Stages Globally: Pros, Cons, and How Capboard.io Manages Convertibles
Discover the different types of convertible instruments for startups, their pros and cons, and how Capboard.io simplifies their management to ensure accuracy and compliance.
Read moreDifference Between Claw Back and Buy-Back
Claw backs and buy-backs both involve reclaiming assets or benefits, but they serve different purposes.
Read moreWhat is a Claw Back in the Startup World?
Understanding claw back provisions and their importance in protecting startups from fraud, misconduct, and financial inaccuracies.
Read moreAuthorized Shares 101: Understanding Their Importance and Use in Private Companies
This article explains the basics of authorized shares, their importance in private companies, their use cases, and the benefits of using a platform like Capboard to manage them effectively.
Read moreJune 2024 Release: New Cap Table by Share Class View and Authorized Shares
Capboard has introduced new features, including a detailed Cap Table by Share Class view with Convertibles/SAFEs and the ability to manage Authorized Shares, enhancing equity management and user experience.
Read moreThe TOP 6 Cap Table Management Tools of 2024: A Comprehensive Guide
Explore the top cap table management tools of 2024 to streamline your equity management, enhance shareholder communication, and ensure compliance with Capboard.io.
Read moreTime to switch to Capboard
Switch your equity management software effortlessly with Capboard.io – the most competitive pricing, dedicated onboarding, and seamless migration from leading platforms.
Read moreWhy It's Important to Have ESOPs and Virtual Stock on ✈️ Autopilot
Streamline Your Equity Compensation with Automated ESOP and Virtual Stock (Phantom Shares)
Read more🧩 Why Early-Stage Startups Should Set Up an ESOP from the Beginning
Setting up an ESOP early is crucial for startups to attract and retain top talent, align employee interests, and drive company success with effective equity management tools like Capboard.
Read moreCapboard Release Notes - May 2024 Update
May 2024 update enhances the platform's reliability and functionality with significant backend and frontend improvements, including new data integrity rules, updated equity grant management modal, and refined user interface elements.
Read more🆕 Introducing Capboard's Enhanced ESOPs Grants View
Capboard unveils its enhanced ESOPs Grants View, offering a user-friendly interface with detailed grant management features to streamline and simplify equity management for all stakeholders.
Read more🔒 Capboard.io: Security You Can Trust 🔐
Top-notch security for your corporate governance with SSO, 2FA, and end-to-end encryption, all on the trusted AWS infrastructure
Read moreMaximizing ESOP Value Through Real-Time Visibility with Capboard 👀
Very important for ESOP management: providing real-time visibility to employees
Read moreLaunch of Capboard’s Enhanced Cap Table by Stakeholder View!
Capboard announces the launch of its new Cap Table by Stakeholder View, enhancing usability with features like editable columns, historical data tracking, and comprehensive ESOP integration, all designed to simplify equity management for startups.
Read moreCapboard's New Portfolio View for Investors
New Portfolio View for investors offers a real-time portfolio tracking
Read moreSimplifying Cap Table Management: The Capboard Advantage
Discover the simplicity of Capboard's cap table management—just copy-paste your data and you're set, no complexity, just accessibility and affordability for every company.
Read more📈 Elevating Engagement: The Power of Investor and Board Reporting
Discover how proper reporting to board members, investors, and key employees can transform startup communication and engagement, made simple with Capboard.
Read moreScaling with Precision: The Blueprint for Building a Lean Unicorn
This article exemplifies a new era of tech unicorns, aiming for a billion-dollar valuation with a lean team, prioritizing product innovation and organic growth over traditional fundraising and rapid hiring.
Read moreThe Essential Role of Real-Time Visibility in ESOP for Talent Retention and Motivation
Discover how real-time visibility in ESOPs can dramatically enhance talent retention and motivation by making equity compensation understandable and valued.
Read more🆕 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.
Read moreWhy 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.
Read moreCapboard.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
Read moreCapboard.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.
Read moreThe Superior Alternative to Spreadsheets for Equity Management: Discovering Capboard.io
capboard-vs-spreadsheets
Read moreCapboard.io vs. Carta.com
Why Capboard is the Ideal Equity Management Solution for Various Stakeholders
Read moreHow to visualize my ownership on Capboard?
Here is how to visualize and see your equity ownership on Capboard.
Read moreHow to add share classes on Capboard?
A step by step guide on how to add, edit and delete share classes on Capboard.
Read moreHow 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.
Read moreHow to create a simulation on Capboard?
Discover the step by step process of creating a simulation and performing scenario modelling.
Read moreHow 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.
Read moreStakeholder change requests
Guide on what stakeholders change requests are and how to manage them.
Read moreHow 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.
Read moreManaging your Capboard subscription
Step by step guide to create, manage and cancel your Capboard subscription
Read moreHow to Reset Your Password on Capboard?
Learn the step-by-step process on how to reset your password on Capboard.
Read moreHow to Add Representatives at the Stakeholder Level on Capboard?
Find out how you can add representatives for entity stakeholders on Capboard.
Read moreHow to Give Visibility to SPV Investors?
Learn how to set up an SPV to give visibility to individual investors who invest through it.
Read moreTerm Sheet Guide for Startup Founders
Learn everything you need to know about term sheets when fundraising for your startup.
Read moreThe 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.
Read moreDocSend Alternatives for Startups in 2024
Find out how Capboard compares to DocSend and other alternatives as a virtual data room software.
Read moreWhat is a Stock Warrant?
Learn about stock warrants, how they differ compared to options and their impact on a startup.
Read moreHow to convert Post-money SAFEs
A step by step guide on how to convert Post-money SAFEs on Capboard.
Read moreHow 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.
Read moreStartup 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.
Read moreHow 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.
Read moreStock 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.
Read moreAdvisory 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.
Read moreSeries A Funding: Your Guide in 2024
Find out how to successfully raise a Series A round for your startup in 2024
Read moreThe Ultimate Guide to Phantom Shares - Phantom Stock for Startups
Find out what phantom shares are, how they work, and how to create a phantom shares plan
Read more409A Valuation: The Impact on Employee Equity
Learn about the importance of a 409A valuation when offering US-based employees stock options.
Read moreCap 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
Read moreSpecial 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.
Read moreA 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.
Read moreShareholders’ Agreement: Guide + Template
Learn about the most crucial agreement you will need in your startup and its main clauses. Free template to download.
Read moreCap 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.
Read moreHow 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.
Read moreHow to Add SPVs/trustees to your Cap Table on Capboard
Here is a step-by-step guide to adding SPVs/trustees on Capboard.
Read moreHow to Add Financing Rounds on Capboard
A step-by-step guide to adding financing rounds on Capboard
Read morePre-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.
Read moreWhat is a SAFE? Startup Financing 101
Here is everything you need to know about SAFEs as a startup founder
Read moreHow to Issue Shares on Capboard
Here is the step-by-step process on how to issue shares on Capboard
Read more