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:
- Capital Increases
- Convertibles & SAFEs
- Issuing new shares
- Valuation changes, and more
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.