How to add a new Stakeholder
Step by step guide on how to create a stakeholder on Capboard
Read moreHow to keep your company valuation private
Step by step guide on how to keep your company valuation private on Capboard.
Read moreWhat 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.
Read moreStartup Equity Dilution Calculator
Equity dilution and ownership target calculator for free. Calculate how many shares need to be issued to reach your ownership target.
Read moreConvertible 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.
Read moreCollaborators on Capboard
Guide about Collaborators: who are they, how to add new ones, and how to have different roles and admins.
Read moreCompany 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.
Read moreVirtual 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.
Read moreThe Best Investor Update Templates
Find the best templates to send investor reports and shareholder updates. Keep your existing or potential investors engaged.
Read moreNumbered Shares: definition, requirements and automation
Learn what Numbered shares are, why they are required and some countries, and how to automate them with Capboard
Read moreStartup 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
Read moreHow to set up your Company on Capboard
Step by step guide on how to setup your Company on Capboard
Read moreWhat 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
Read moreHow 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
Read moreThe 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.
Read moreStartup 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
Read moreWhy does Capboard ask you to share information about your company?
Here is a short explanation on why we ask you about your company
Read moreThe Step-By-Step Guide to Adding the Incorporation on Capboard
Find out how to add your company's incorporation data on Capboard.
Read moreShort Guide to Startup Incorporation
Incorporation is the legal process of creating a new corporation. Learn what it means to be incorporated.
Read moreHow to Set a Company Valuation on Capboard
Here is how to set a new company valuation on Capboard
Read moreHow to Issue Shares on Capboard
Here is the step-by-step process on how to issue shares on Capboard
Read moreWhat is a SAFE? Startup Financing 101
Here is everything you need to know about SAFEs as a startup founder
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 moreHow to Add Financing Rounds on Capboard
A step-by-step guide to adding financing rounds on Capboard
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 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 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 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 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 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 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 more409A Valuation: The Impact on Employee Equity
Learn about the importance of a 409A valuation when offering US-based employees stock options.
Read moreThe Ultimate Guide to Phantom Shares for Startups
Find out what phantom shares are, how they work, and how to create a phantom shares plan
Read moreSeries A Funding: Your Guide in 2023
Find out how to successfully raise a Series A round for your startup in 2023.
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 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 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 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 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 moreHow to convert Post-money SAFEs
A step by step guide on how to convert Post-money SAFEs on Capboard.
Read moreWhat is a Stock Warrant?
Learn about stock warrants, how they differ compared to options and their impact on a startup.
Read moreDocSend Alternatives for Startups in 2023
Find out how Capboard compares to DocSend and other alternatives as a virtual data room software.
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 moreTerm Sheet Guide for Startup Founders
Learn everything you need to know about term sheets when fundraising for your startup.
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 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 Reset Your Password on Capboard?
Learn the step-by-step process on how to reset your password on Capboard.
Read moreManaging your Capboard subscription
Step by step guide to create, manage and cancel your Capboard subscription
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 moreStakeholder change requests
Guide on what stakeholders change requests are and how to manage them.
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 moreHow to create a simulation on Capboard?
Discover the step by step process of creating a simulation and performing scenario modelling.
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 add share classes on Capboard?
A step by step guide on how to add, edit and delete share classes on Capboard.
Read moreHow to visualize my ownership on Capboard?
Here is how to visualize and see your equity ownership on Capboard.
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