# Shoobx Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Shoobx Software - reviews, pricing plans, popular comparisons to other Equity Management products and more. Source: https://www.capterra.com/p/216423/Shoobx --- # Shoobx Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Shoobx ## What is Shoobx? When you're ready to raise your next round, the last thing you want to be worried about is chasing down signatures or figuring out your cap table. Our all-in-one platform gives you all the workflows you need to to manage your company throughout its entire lifecycle, from incorporation, to granting equity, to exit. We leverage industry-standard documents to ensure the process is as risk-free and smooth as possible. If you need it for a financing, you'll find it on Shoobx. ## What is Shoobx used for? [Equity Management](https://www.capterra.com/equity-management-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $180 Per User, Per Year Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Shoobx?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.shoobx.com&name=Shoobx) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Shoobx 5.0 (1) VS. [4.7 (9)](https://www.capterra.com/p/179918/J-P-Morgan-Workplace-Solutions/reviews/) Starting Price $180 Per User, Per Year Starting Price $3 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.8 (9) Value For Money 5.0 (1) Value For Money 4.8 (6) Customer Service 5.0 (1) Customer Service 4.8 (9) ## Shoobx alternatives [4.0 (1)](https://www.capterra.com/p/10009276/CompTrak-Equity-Plan-Management/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/) [4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/236476/Certent-Equity-Management/) [Eqvista](https://www.capterra.com/p/184325/Eqvista/) [4.9 (31)](https://www.capterra.com/p/184325/Eqvista/reviews/) Starting price $2.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184325/Eqvista/) Highest Rated [Vestd](https://www.capterra.com/p/207791/Vestd/) [4.9 (97)](https://www.capterra.com/p/207791/Vestd/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207791/Vestd/) ## FAQs about Shoobx Overview ### What company size and specific industries is Shoobx built for? Shoobx is designed for venture-backed Delaware C Corps, which typically means startups and other high-growth companies structured as Delaware C corporations. It is not positioned for a specific industry, but for businesses that have venture funding and need support for corporate administration and equity management. Features and Usability ### What are the key features of Shoobx? Shoobx offers cap table management, options management, vesting management, and grant management for equity administration. It also includes document management, document storage, and a participant portal, plus workflow management, role-based permissions, and reporting tools such as ad hoc reporting, scheduled reports, investor reporting, and activity tracking. Getting Started and Support ### What training and onboarding options does Shoobx offer? Shoobx provides documentation and videos for training and onboarding. Documentation offers written reference material for reviewing steps and features, while videos support visual walkthroughs that users can watch at their own pace. These formats give teams self-paced resources for getting started and finding guidance as needed. Getting Started and Support ### What customer support options does Shoobx offer? Shoobx provides email/help desk, FAQ/forum, phone support, and chat. These channels give users several ways to get help with setup and account questions. No reviewer feedback about support experience is available here, so no claims can be made about response times, helpfulness, or common support frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Cap Table Management Breakdown of all equity of the shareholders of a company Customizable Reports Alter the layout and content of reports Document Management Store, manage, and track all electronic documents in a centralized location Document Storage Store and organize documents in a centralized system Shoobx 21 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Breakdown of all equity of the shareholders of a company Alter the layout and content of reports Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Decision-making process using businesses past, present and forecasted future operations. Form predictions based on past and present data/trends Monitor application statuses, proposals and award funds Compile and report on all investor activities A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Shares and stocks owned by individuals in a company that is not trading publicly in the stock market Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Set & manage permission levels based on user roles and restrict access to only authorized individuals Develop potential scenarios to identify risks and opportunities Assessment technique to estimate the current worth of an asset or company Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company Create, design and manage workflows for repetitive tasks Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Basic $180.00 Per User,Per Year Value for money 5.0 (1) 5.0 Based on 1 reviews ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent KN Kathy N. Senior Corporate Attorney Aviation & Aerospace ### "How Are People running their Startups without Shoobx?!?" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 1, 2021 Pros Shoobx is my go-to for running all of the internal corporate activities for my company. From creating NDAs, generating offer letters, granting shares, creating board consents, capturing board meeting minutes... you name it, Shoobx creates the legal documents from scratch. It also has full equity management capabilities, and it updates the cap table and stock ledger with the information it has from the equity-related documents it has created. The documents are pretty advanced, and I recently closed a bridge note (aka convertible promissory note) using Shoobx's document templates. It also provides all necessary data to our investors to cut down on back-and-forth and make information sharing more efficient. Every time I log out 5pm on Friday I thank Shoobx. I'd be working all weekend without the Bx! Cons Some of its features are rather advanced. It takes some research and reading to understand how to properly use its stock transfer or stock split workflow, as an example. This is where Shoobx's excellent client service team comes in to help educate and help break down these complex workflows. It is also only applicable to Delaware C-corporation entities (but they will help you incorporate as a DE C-corp, and can still work with you if you transfer later in your corporate lifecycle from an LLC to a DE C-corp). Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.