Getting 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.

Getting Started with Capboard: A Quick Guide

Welcome to Capboard! We’re excited to help you manage your company’s equity and cap tables seamlessly. Here’s a step-by-step guide to get started:

1) Add Stakeholders

Start by adding your stakeholders (shareholders, employees, etc.). You can do this one by one, importing from a CSV,  or using the multi-edit feature for faster input.
⚠️Important: Emails are optional, but if you choose not to add them, be sure to double-check for duplicates to avoid any unnecessary costs.


2) Add Transactions

Start first with Incorporation in Transactions: Log your company's historical incorporation details seamlessly as part of your cap table setup.

And secondly, record all your transactions from the initial incorporation to the latest round. This includes:

You can navigate to Ownership>Transactions in the Menu bar to add new transactions.

⚠️ Important Note: Adding transactions with different valuations on the same day can lead to inaccurate information, so make sure dates are consistent.



3) Visualize & Share Cap Tables

You can easily visualize and share your cap tables either by Shareholder or by Share Class. The Share Class view even includes convertibles for a comprehensive overview.

You can view and share your Cap Table by navigating to Ownership > Cap Table in the Menu bar.

4) Manage Employee Equity

Create a pool, set up a plan with its vesting conditions, and assign grants to employees and founders. Capboard supports various equity instruments, including:

  • Stock Options
  • Shares
  • Phantom Stock or Phantom Shares
  • Stock Appreciation Rights (SARs)
  • Warrants

Recommended article: How to create an ESOP guide.